Open to opportunities

Thomas Schleusener

@thomasschleusener

Message

I advise institutional clients on equities and derivatives, combining market analysis with relationship-driven sales.

Sweden

Message

What I'm looking for

I’m seeking a wealth management or private banking role where I can combine investment decision-making, client relationship management, institutional derivatives knowledge, and data-driven analysis.

At Nasdaq Stockholm, I advise institutional clients on equity and listed-derivatives execution, product selection, and trading strategy across Swedish and Nordic markets. I also build business intelligence reporting and analyze client flows, execution, and desk performance using Python, BQL, and SQL.

Earlier, at Morgan Stanley Private Wealth Management, I generated more than $5 million in new assets under management by qualifying and converting high-net-worth prospects. I’m a CFA Charterholder bringing institutional markets knowledge, quantitative analysis, and client relationship experience to wealth management or private banking.

Experience

Work history, roles, and key accomplishments

Current

Senior Sales Analyst

Current

Nasdaq

Jan 2018 - Present (8 years 9 months)

Serve as a trusted derivatives advisor to institutional clients, providing equity and derivatives guidance across high-touch engagements in Swedish and Nordic markets. Manage client relationships using Salesforce CRM and lead data analysis using Python, BQL, and SQL.

Derivatives Client Advisory Salesforce Python Bloomberg Query Language (BQL)SQL Market Microstructure Business Intelligence

Sales Associate

Trinlogix LLC

Aug 2017 - Jun 2018 (10 months)

Managed B2B sales cycle from lead generation through product demonstration and client onboarding for a fintech software platform. Supported clients through product transition from beta to full release, providing technical troubleshooting and relationship management.

B2B Sales Lead Generation Client Onboarding Technical Support Relationship Management

Business Development Representative

Morgan Stanley

Jan 2017 - Aug 2017 (7 months)

Generated over $5 million in new assets under management for a Private Wealth Management team, qualifying and converting high-net-worth prospects. Built and maintained targeted prospect lists and supported a senior wealth manager in client communications and meeting preparation.

Business Development Wealth Management CRM Pipeline Management Client Relations

Education

Degrees, certifications, and relevant coursework

University of San Francisco

Master of Science, Financial Analysis

2016 - 2017

Activities and societies: Editor-in-Chief, Student Managed Fund; Research on currency and commodity hedging strategies, global growth vs. market returns, and solar power growth trajectory.

Master of Science in Financial Analysis from the University of San Francisco, completed in 2017.