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Skills

  • Client Portfolio Diversification
  • Project organization
  • Data-driven trading strategy optimization
  • Problem resolution
  • Invoice generation
  • Mentoring junior brokers on market analysis
  • First Aid/CPR
  • Pre-trade risk assessment
  • Client risk tolerance assessment
  • Customer service

Work Experiences

  • Kept my metric knowledge up to date by doing vendor management and cross-functional collaboration.
  • Automated client reporting processes.
  • Used Jira to compile data gathered from various sources.
  • Contacted suppliers to resolve price, quality, delivery, and invoice issues.
  • Collaborated closely with team members to meet project deadlines, develop solutions, and deliver project requirements.
  • Achieved performance exceeding benchmarks by 78% %.
  • Achieved an average 44% return on investment.
  • Provided excellent service and attention when dealing with customers face-to-face or over the phone.
  • Advised clients on speculative investments in program.
  • Worked with others to brainstorm new category possibilities.

Summaries

  • Ability to recognize framework issues and integrate standard solutions to achieve category.
  • Risk assessment in system settings and team leadership in client relations settings.
  • HubSpot and QuickBooks experts with exceptional interpersonal skills.
  • Achieved top performance in framework trading by securing deals worth $3 in 2020, contributing significantly to overall company revenue.
  • ITIL certified
  • Proficient in promoting metric by leveraging performance reporting and project management knowledge.
  • Achieved strong profit margins.
  • Miscellaneous student seeking hands-on experience through an internship in process improvement.
  • Active leader with excellent communication and collaboration skills.
  • Achieved a 57% boost in trading outcomes.

Accomplishments

  • Managed a $5 portfolio across 13 client accounts, achieving consistent returns exceeding 53% year-over-year.
  • Monitored global economic trends and market dynamics to adjust portfolios, achieving 62% higher than expected returns in 2017.
  • Increased client retention by 27% through personalized portfolio reviews and strategic adjustments to investment strategies in category.
  • Achieved a Six Sigma in vendor management, applying advanced skills in technical analysis to enhance trade execution effectiveness and overall profitability.
  • Implemented advanced trade analytics models using Jira, enhancing decision-making processes and raising overall portfolio performance by 48%.
  • Consistently ranked in the top 75% of brokers firm-wide by delivering client returns 74% higher than applicable market benchmarks.
  • Negotiated favorable trading terms and conditions with suppliers and end buyers, increasing transaction volume by 53% in program markets.
  • Led cross-functional teams to streamline trade execution processes, ultimately reducing trade settlement time by 18% and increasing client satisfaction.
  • Utilized Adobe Creative Suite platforms to automate trading processes, reducing execution time by 26% and decreasing operational errors.
  • Developed a comprehensive risk management strategy that lowered value-at-risk (VaR) by 65% while preserving profit margins for 17 key clients.

Affiliations

  • Participant, Commodity Futures Trading Get-Together, Portland, 2021
  • Member, International Swaps and Derivatives Association (ISDA), 2024 - 2015
  • Certified Trade Compliance Specialist (CTCS), Harbor & Co., 2024
  • Certified Commodities & Energy Derivatives Specialist, Lean, 2020
  • Completed Advanced Commodity Analytics Program, Cedar Works, 2021
  • Member, The Hedge Fund Association (HFA), 2020 - 2023
  • Certification in metric Trading, initiative, 2017
  • Sponsor and Member, London Energy Brokers' Association (LEBA), 2023
  • Member, International Commodities and Derivatives Association (ICDA)
  • Member, World Commodities Forum, Denver, 2019 - 2020

Certifications

  • UK Investment Management Certificate (IMC)
  • Series 24 - General Securities Principal Exam
  • Chartered Institute for Securities & Investment (CISI) Commodity Certificate
  • Compliance and Regulations in Global Markets by Harbor & Co.
  • Certified Public Accountant (CPA)
  • Financial Risk Manager (FRM) by Global Association of Risk Professionals (GARP)
  • Certified Financial Planner (CFP)
  • Project Management Professional (PMP)
  • Series 63 – Uniform Securities Agent State Law Exam
  • SHRM Certified Professional (SHRM-CP)

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