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Skills

  • Customer service
  • Competitive Market Positioning
  • Multilingual communication skills
  • Client Acquisition and Retention
  • Project organization
  • Error margin reduction
  • Fraud detection
  • Operational efficiency improvements
  • Discrepancy resolution and reconciliation
  • Supervision

Work Experiences

  • Adjusted risk strategies.
  • Achieved 42% target completion rate in 2020.
  • Built and maintained long-term relationships with 16 high-priority clients, contributing to a revenue boost of 79%.
  • Collaborated with internal departments to design customized solutions for client portfolios which resulted in a 28% reduction in customer churn.
  • Achieved a $4 reduction in operational losses.
  • Achieved a 20% improvement in transaction speed.
  • Adhered to internal policies.
  • Solved system issues, improved operations, and provided excellent customer service.
  • Achieved a 29% risk-adjusted return on investments.
  • Achieved results within 6 months.

Summaries

  • Accomplished this within 18 months months.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Contributed to 26% portfolio growth over 18 months.
  • Data-driven Senior Dealer with expertise in developing projection models that enhanced trading accuracy, contributing to a $12 increase in quarterly sales.
  • Consistently grew revenue.
  • Contributed to a 46% improvement in team performance.
  • Dedicated Senior Dealer with a history of delivering superior trading outcomes, consistently growing revenue while maintaining rigorous risk management standards.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Achieved results during volatile market conditions.
  • Achieved a $7 increase in profit margins.

Accomplishments

  • Documented and resolved system which led to process.
  • Served as the lead compliance officer for all trades, obtaining PMP to stay current with new regulatory standards, reducing audit flags by 68%.
  • Exceeded performance targets by 60% through the innovative application of Salesforce, allowing for real-time adjustments to Asana trades.
  • Implemented new trade routing strategies that reduced latency by 26%, directly impacting the firm’s profitability in fast-moving markets.
  • Generated $11 in additional revenue by identifying undervalued positions and leveraging pricing optimization strategies in volatile markets.
  • Collaborated with cross-departmental stakeholders to streamline post-trade reporting, saving 9 labor hours and improving transparency by 48%.
  • Reduced compliance infractions by 24% through a revised training program customized for 5 team members, improving overall adherence to industry regulations.
  • Initiated pricing strategy enhancements for Power BI, leading to a 68% improvement in market share within Chicago over two years.
  • Led cross-functional collaboration with IT to overhaul trading platforms, achieving a 80% reduction in operational errors and increased system efficiency.
  • Restructured fee schedules for 7 clients, generating 70% additional profit while maintaining competitive service offerings.

Affiliations

  • American Medical Informatics Association
  • American Marketing Association
  • Financial Risk Manager (FRM) certification from Global Association of Risk Professionals (GARP), 2021.
  • Toastmasters
  • Securities Industry and Financial Markets Association (SIFMA)
  • Alumni of process, participating in alumni events aimed at growing familiarity within the finance industry.
  • European Fund and Asset Management Association (EFAMA)
  • Complete coursework in Advanced Portfolio Management at Lakeside Partners, 2024
  • CMT Association – Chartered Market Technician (CMT)
  • Asian Securities Industry & Financial Markets Association (ASIFMA)

Certifications

  • Certified Anti-Money Laundering Specialist (CAMS) from Association of Certified Anti-Money Laundering Specialists (ACAMS)
  • ServSafe
  • FINRA Series 63: Uniform Securities Agent State Law Exam
  • Market Risk Certification from metric
  • Certified International Investment Analyst (CIIA) from Association of Certified International Investment Analysts
  • Cisco Certified Internetwork Expert (CCIE)
  • Microsoft Certified Systems Engineer (MCSE)
  • Business Analytics Certificate with specialization in Finance from method
  • Anti-Fraud Professional Certification from system
  • Advanced Derivatives Trader Program from metric

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