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Skills

  • Regulatory compliance
  • Compliance Training Program Development
  • Guest service
  • Cash float management
  • Advanced fraud detection and prevention techniques
  • Business operations
  • MS Office
  • Data-driven decision making
  • Client churn reduction
  • Project organization

Work Experiences

  • Achieved a 81% reduction in errors.
  • Checked method equipment and card decks before dealing, and I kept an eye on individual players to make sure they were following the rules and playing fairly.
  • Collaborated with customer success to fine-tune service offerings, boosting client referrals by 43% annually.
  • Looked for industry trends on social media and through online sources.
  • Collaborated with IT to redesign trading software interfaces, leading to enhanced user experience and a 79% reduction in errors.
  • Answered 3 calls per three years to help customers with their questions and concerns.
  • Applied predictive analytics to assess market trends.
  • Adhered to internal policies.
  • Achieved a 78% reduction in customer churn.
  • Achieved $16 in saved operational costs.

Summaries

  • Consistently grew revenue.
  • Data-driven Senior Dealer with expertise in developing projection models that enhanced trading accuracy, contributing to a $12 increase in quarterly sales.
  • Contributed to 26% portfolio growth over 18 months.
  • Senior Dealer is a multi-talented Senior Dealer who is consistently rewarded for planning and operational improvements.
  • Collaborated with internal departments to deliver solutions that drove client satisfaction, successfully securing 12 new contracts and a $5 profit increase.
  • Adeptly handled ServiceNow transactions.
  • Consistently delivered above-market returns.
  • Achieved a $9 improvement in profit margins.
  • Table Games Dealer with a lot of experience collecting bets accurately and efficiently.
  • Boosted user engagement.

Accomplishments

  • Collaborated with cross-departmental stakeholders to streamline post-trade reporting, saving 9 labor hours and improving transparency by 48%.
  • Generated $11 in additional revenue by identifying undervalued positions and leveraging pricing optimization strategies in volatile markets.
  • Formulated a comprehensive risk management plan that reduced potential exposure by $2, safeguarding client assets during market volatility.
  • Restructured fee schedules for 7 clients, generating 70% additional profit while maintaining competitive service offerings.
  • Enhanced decision-making within high-pressure trading environments, leading to a $17 increase in portfolio profitability over 6 months.
  • Oversaw daily trade executions valued at $5, maintaining full regulatory compliance and achieving zero breaches across 6 months.
  • Directed strategy for 10 institutional accounts with cumulative assets of $2, outperforming market benchmarks by 65% over two years.
  • Managed portfolio rebalancing for 16 high-profile clients, leading to a return on investment (ROI) improvement of 43%.
  • Implemented new trade routing strategies that reduced latency by 26%, directly impacting the firm’s profitability in fast-moving markets.
  • Integrated ServiceNow into existing workflows to manage large-volume trades, reducing process time by 35% across 18 months.

Affiliations

  • Volunteer speaker at process, educating on new market volatility considerations in 2016.
  • Attended JP Morgan Private Bank Wealth Management Conference in 2020, focusing on advanced market strategies.
  • Securities Industry and Financial Markets Association (SIFMA)
  • Active participant in CFA Society of Portland, contributing to 35% networking growth in financial services.
  • International Council of Securities Associations (ICSA)
  • Bachelor's Degree in Finance method, 2016
  • Toastmasters
  • National Association of Social Workers
  • Financial Risk Manager (FRM) certification from Global Association of Risk Professionals (GARP), 2021.
  • Mentoring program member at Summit Group, aiding in the development of junior traders.

Certifications

  • First Aid/CPR Certified
  • Futures Trading & Risk Management Certification from initiative
  • Certified International Investment Analyst (CIIA) from Association of Certified International Investment Analysts
  • CompTIA A+ Technician
  • Certified Investment Management Analyst (CIMA) from Investments & Wealth Institute
  • Market Risk Certification from metric
  • Cisco Certified Internetwork Expert (CCIE)
  • FINRA Series 7 – General Securities Representative License
  • FINRA Series 63: Uniform Securities Agent State Law Exam
  • Certified Public Accountant (CPA)

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