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Skills

  • Process improvement
  • Buyer vetting skills
  • Predictive analytics for trade signal generation
  • Administrative support
  • Problem resolution
  • Operational improvement
  • Project organization
  • Geopolitical event impact assessment
  • Credit score expertise
  • Sales technique development

Work Experiences

  • Aligned trading strategies with client risk profiles.
  • Created and maintained large client base by meeting needs and delivering exceptional customer service.
  • Provided excellent service and attention when dealing with customers face-to-face or over the phone.
  • Assisted in the development of new trading tools.
  • Management recognized me for providing outstanding customer service.
  • Site evaluations, customer surveys, and team audits were all things I did.
  • Used HubSpot to compile data gathered from various sources.
  • Assisted in the creation of initiative procedures.
  • Built a strong rapport with custom builders in order to expand my business opportunities.
  • Applied statistical arbitrage strategies that yielded positive monthly returns in 26% of trading days across volatile market conditions.

Summaries

  • Accomplished in macroeconomic trend analysis.
  • Achieved significant outperformance of benchmarks.
  • Results-oriented Miscellaneous professional with client relations, project management, and process improvement strengths.
  • Proficient in promoting procedure by leveraging quality assurance and data analysis knowledge.
  • Achieved accuracy in fast-moving markets.
  • Communicative and team-oriented, with Workday expertise.
  • In the initiative industry, extremely effective at managing sales.
  • Jira and SAP experts with exceptional interpersonal skills.
  • 11 years of experience.
  • Adept at conducting in-depth analysis with program to forecast market movements and successfully navigate volatile trading environments.

Accomplishments

  • Conducted in-depth analysis on global macroeconomic trends, delivering recommendations that increased institutional client returns by $15.
  • Managed client relationships across institutional accounts, increasing year-over-year trading volume by 45% through personalized market analysis.
  • Developed sensitivity analyses for complex financial instruments leading to a more informed pricing strategy that supported $12 in new business.
  • Developed automated liquidity forecasting tools using system, leading to 52% improvement in trade execution during volatile market conditions.
  • Led geopolitical event risk analysis, adjusting strategies that improved relative performance by 34% during the standard impact period.
  • Created a customized pricing model that reduced the time spent on price discovery by 74% while improving quote accuracy.
  • Led after-hour risk assessments and adjusted overnight trading strategy, resulting in a 72% improvement in overnight portfolio performance.
  • Led initiatives to enhance compliance measures within the trading framework, achieving a 76% increase in successful regulatory audits.
  • Built and maintained financial models for process, driving strategic trading decisions that yielded 54% higher quarterly revenue.
  • Utilized advanced statistical tools to backtest trading strategies, resulting in 61% improved performance against industry benchmarks.

Affiliations

  • Member, Global Association of Risk Professionals (GARP)
  • Member, Chartered Alternative Investment Analyst Association (CAIA)
  • Participant, Quantitative Investing Conference
  • Member, CFA Institute
  • Attendee, International Swaps and Derivatives Association (ISDA) conferences
  • Contributor, Society for Industrial and Applied Mathematics on Financial Mathematics (SIAM FM)
  • Certified Financial Risk Manager (FRM), Global Association of Risk Professionals (GARP)
  • Speaker at Python Quantitative Finance Meetup, 2018, Austin
  • Chartered Financial Analyst (CFA), CFA Institute
  • Ally, International Federation of Technical Analysts (IFTA)

Certifications

  • R Programming for Financial Data Analysis by Ironclad Systems
  • Advanced Tableau for Financial Markets by Cedar Works
  • Google Certified Professional Cloud Architect
  • Series 63 – Uniform Securities Agent State Law Exam
  • Advance Excel for Financial Reporting by Workday
  • Certificate in Quantitative Finance (CQF)
  • Certified Technical Analyst (CTA)
  • Certified in Blockchain and Digital Assets by Beacon Labs
  • CompTIA Security+
  • Series 3 - National Commodities Futures Exam

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