Rita Joan Santelli-Heller

Rita Joan Santelli-Heller has a diverse and extensive work experience in the financial industry. Rita Joan began their career as a Senior Sales Associate at Donaldson, Lufkin & Jenrette in 1995, where they analyzed portfolios and executed client trade orders.

In 1998, they joined Neptune Capital Management as a Portfolio Associate, responsible for daily analysis and maintaining accuracy of fund portfolios. Rita Joan also prepared financial statements and newsletters for investors.

From 2002 to 2004, Rita worked at Bear Stearns & Co. as a Relationship Manager, providing various financial services to hedge funds and investment advisors, and monitoring portfolio performance.

Rita Joan then joined Chapdelaine Corporate Securities as a U.S. Government Bond and Interest Rate Derivative Broker, where they demonstrated strong teamwork and executed derivative transactions with banks.

From 2007 to 2008, Rita worked at Finvest Asset Management as a Portfolio Specialist, providing investment strategy guidance and producing risk reports for sub-portfolios.

In 2009, they became the Business Manager to the Chief Executive Officer, Americas at ICAP, where they managed the office and provided support to the CEO and executive team.

Rita then moved to CME Group in 2015 as a Global Sales Administrator and Accounts Manager. Rita Joan successfully executed sales of the company's market technology and data products, building and maintaining profitable relationships with a wide range of clients. Rita Joan also acquired in-depth product knowledge and increased revenue for multi-asset class services.

Currently, they are working at CLS Group as a Client Development professional, although the duration of this role is ongoing and has not yet concluded.

Overall, Rita Joan Santelli-Heller has a strong track record of success in various roles within the financial industry, demonstrating their expertise in sales, portfolio management, and relationship building.

Rita Joan Santelli-Heller's education history includes earning a Bachelor of Arts (B.A.) in Biology/Pre-Medicine from the College of the Holy Cross between 1991 and 1995. Rita Joan then went on to pursue a Master of Business Administration (M.B.A.) in Finance and Entrepreneurship from the Fordham Gabelli School of Business between 2000 and 2002.