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Skills

  • Multi-Task Management
  • Market trends
  • Familiarity with VBA
  • System market
  • Financial modeling
  • Foreign Currency
  • Territory Sales Experience
  • MS Excel expert
  • MS Office proficient
  • Organized

Work Experiences

  • Continued my education on current banking products and services through the Banking and Financial Services program.
  • Developed and maintained a strong understanding of a variety of products and their various levels of benefits.
  • Used fixed income and equity securities as investment instruments in complex option hedging strategies and trading scenarios.
  • Outperformed my quarterly sales targets by 10%.
  • Was in charge of organizing, stocking, and maintaining the teller window area.
  • Made contact with potential clients in order to close sales and collect funds.
  • Took phone calls about banking products such as checking, savings, loans, and lines of credit.
  • Reorganized my online banking files and deleted any that were no longer in use.
  • Looked for hedge and arbitrage opportunities by analyzing hourly market conditions.
  • Oversaw the company's $13 budget by creating a complex financial model that tracked and validated expenditures.

Summaries

  • Trader is a tenacious Trader who excels at analyzing market conditions, modifying risk parameters and loss limits, and disseminating market data.
  • Compliance and legal concerns are well-understood.
  • Dedicated to increasing profits through calculated risks and in-depth knowledge of the industry.
  • System Broker who is focused on promoting business and increasing revenue.
  • Trader was responsible for ensuring that the company's objectives were met on a consistent basis in order to maintain client satisfaction and loyalty.
  • Dedicated to learning, growing, and succeeding in Banking and Financial Services.
  • Flexible
  • Within Banking and Financial Services, senior Trader and outstanding performer in process improvement and workflow optimization.
  • Bank Teller with experience in fast-paced financial environments who is goal-oriented.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the standard business.

Accomplishments

  • Directed the launch of cross-market arbitrage strategies, boosting trade success rate by 62% and generating additional profits of 13.
  • Designed and executed a custom high-frequency trading algorithm yielding 74% ROI in a challenging market in 2019.
  • Maintained a positive net cash flow Number for 9 months in a row.
  • Successfully negotiated a high-yield bond transaction with Lakeside Partners, resulting in a 68% capital gain over two years.
  • Enhanced compliance protocols, reducing trading delays by 51% and ensuring zero regulatory breaches over 8 consecutive quarters.
  • Presented in-depth market analyses to senior management, leading to adjustments in our trading strategy that saved 17 in potential losses.
  • Partnered with 3 key stakeholders to expand access to liquidity pools, resulting in greater market penetration and enhanced trade execution.
  • Increased proprietary trading revenues by 73% through targeted market analysis and successful execution of complex trades for Workday.
  • Successfully trained 8 new tellers over a 4 month time period.
  • Monitored global economic indicators and adjusted the trading strategy proactively, avoiding potential losses during macroeconomic downturns.

Affiliations

  • Registered Investment Advisor (RIA)
  • Market Technicians Association (MTA)
  • National Association of Social Workers
  • Lions Club
  • Institute of Financial Markets (IFM)
  • London Stock Exchange Trading Membership
  • Chicago Board of Trade (CBOT) Trading Membership
  • New York Society of Security Analysts (NYSSA)
  • International Swaps and Derivatives Association (ISDA)
  • UK Financial Conduct Authority (FCA) Registration

Certifications

  • Apple Certified Associate (ACA)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified International Investment Analyst (CIIA) - ACIIA
  • Certified Investment Management Analyst (CIMA) - Investments & Wealth Institute
  • Certified Business Analysis Professional (CBAP)
  • Certified AML and KYC Professional - Vantage
  • Certified Public Accountant
  • Google Certified Professional Cloud Architect
  • Salesforce
  • Financial Risk Manager (FRM) Certification - Global Association of Risk Professionals (GARP)

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