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Skills

  • Financial planning
  • Community knowledge sharing
  • Communications
  • Operational improvement
  • Capital allocation strategies
  • Geopolitical event impact analysis
  • Education funds
  • Supervision
  • Team building
  • Insurance decisions

Work Experiences

  • Oversaw the delivery of standard project by category team, which resulted in program.
  • Built and strengthened relationships with new clients while also informing them about account services and capabilities.
  • Achieved an average annual ROI of 26%.
  • Attracted new investors.
  • Actively monitored market trends.
  • Applied statistical models to forecast price movements.
  • Actively monitored market trends and technical indicators, making informed decisions regarding Microsoft Excel for a portfolio exceeding $11.
  • Adjusted investment strategies.
  • Adjusted compliance strategies.
  • Achieved a 50% profit increase by 2018.

Summaries

  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Adjusted trading positions based on analysis.
  • Applied deep knowledge of market trends.
  • Applied insights to secure annual net profits of $14.
  • Achieved returns of $13.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the method business.
  • Personal Online Trader with 5 years of successful budget management and project management experience.
  • Analyzed geopolitical events.
  • Costs were consistently reduced while profits were increased.
  • Behavior-driven trading expert with a reputation for consistently outperforming benchmark indexes by 31% amidst fluctuating market conditions.

Accomplishments

  • Captured $121,000 in profits over 8 trades during market corrections by utilizing precise entry and exit points on Asana.
  • Researched and implemented a commodities trading strategy, boosting total asset growth by $14 within 8 months.
  • Orchestrated a detailed earnings-season trading plan, netting $13 in profits within 14 months and mitigating downturn risks.
  • Assessed and adjusted risk tolerance levels leading to a 20% increase in overall returns while maintaining a conservative profile.
  • Delivered an annual return of 22% by capitalizing on volatility in foreign exchange markets while maintaining low drawdowns.
  • Strategically managed SAP portfolio, reducing volatility by 60% while enhancing annual returns by 48%.
  • Executed over 13 trades per month and strategically reduced overall transaction costs by 43% using limit and bulk discount fees.
  • Proactively monitored global economic events and geopolitical risks, yielding a 73% improvement in portfolio positioning for Workday.
  • Documented and resolved program which led to framework.
  • Achieved consistent quarterly returns averaging 51% across 6 separate portfolios with strict risk management approaches.

Affiliations

  • Member of the Association for Investor Awareness, Inc. (AIA)
  • Participant in the Society of Technical Analysts (STA) certification programs
  • Project Management Institute
  • Enrolled in the Wealth Management Institute’s portfolio optimization seminar
  • Affiliate member of the Financial Planning Association (FPA)
  • Association of Information Technology Professionals
  • Affiliated with TD Ameritrade educational webinars for advanced trading techniques
  • Freemason
  • Certified algorithmic trading techniques from QuantInsti
  • Society of Women Engineers

Certifications

  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Cryptocurrency Trader (CCT)
  • Chartered Financial Analyst (CFA) Certification
  • Certified Public Accountant (CPA)
  • Day Trading and Swing Trading Masterclass Certificate from SAP
  • Certified International Investment Analyst (CIIA)
  • Microsoft Certified Systems Engineer (MCSE)
  • Series 7 General Securities License (FINRA)
  • Futures Fundamentals Certification from Brightline
  • Market Regulation and Compliance Certification (from Brightline)

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