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Skills

  • Strong verbal communication
  • Product testing
  • Dinner service planning
  • Staff development
  • Commodity futures
  • Compliance risk management
  • Materials preparation
  • Commodity risk management
  • Workplace training
  • Inspection reviews

Work Experiences

  • Solved initiative issues, improved operations, and provided excellent customer service.
  • Adjusted asset allocations.
  • Metric helped me achieve $33,000.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Entered data into the Workday system, including payments, account information, and call logs.
  • Created boardroom and courtroom multimedia presentations that included video and text-synced depositions for better understanding.
  • Advised clients on tactical allocation shifts.
  • Collaborated with program customers to determine their needs and deliver system service.
  • Assisted various business groups with document organization and dissemination during acquisitions.
  • Double-checked the data's accuracy and integrity.

Summaries

  • Achieved significant results in a competitive market.
  • Adhered to strict risk management protocols.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Program Broker who is focused on promoting business and increasing revenue.
  • Design and development of successful method embedded software applications in the past.
  • Applied algorithmic methodologies.
  • Motivated Equity Trader with experience managing large-scale projects, including budgeting and administration.
  • Strengths in stakeholder engagement and workflow optimization backed up by Banking and Financial Services training.
  • Achieved a 64% reduction in trading fees.
  • Boosted order execution speed by 82% %.

Accomplishments

  • Conducted in-depth sector-specific research that identified undervalued assets, resulting in $10 in gains over 15-month horizon.
  • Design: Responsible for creative design for prominent procedure.
  • Business Development: Initiated two key partnerships which resulted in program revenue growth.
  • Enhanced regulatory compliance on the trading desk by establishing new best practices, reducing compliance risk incidents by 60%.
  • Resolved product issue through consumer testing.
  • Achieved perfect audit scores on all equity desk operations for 2024, ensuring compliance with method and internal controls.
  • Developed
  • Consulted
  • Improved
  • Initiated

Affiliations

  • National Association of Social Workers
  • Managed Funds Association (MFA)
  • European Securities and Markets Authority (ESMA)
  • Global Association of Risk Professionals (GARP)
  • The Risk Management Association (RMA)
  • International Council of Nurses
  • Chicago Board Options Exchange (CBOE) Membership
  • Association of International Wealth Managers (AIWM)
  • National Futures Association (NFA)
  • International Swaps and Derivatives Association (ISDA)

Certifications

  • Salesforce
  • Certified Specialist in Asset Backed Securities - Harbor & Co.
  • Certified High-Frequency Trading Professional (CHFTP) - metric
  • Advanced Derivatives Trader - Meridian
  • Certified Public Accountant
  • ServSafe
  • Advanced Financial Modeler (AFM) – Financial Modeling Institute (FMI)
  • Certified Financial Risk Manager (CFRM)
  • Series 55 - Equity Trader Limited Registration (FINRA)
  • Series 63 - Uniform Securities Agent State Law Exam (NASAA)

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