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Skills

  • Broker relationship management
  • Hedging Strategy Development
  • High-volume trading systems operations
  • Metric equipment
  • Cross-functional communication
  • Operational improvement
  • Data-driven decision making
  • Process improvement
  • Automation of trading systems
  • Methodical decision making

Work Experiences

  • Achieved a 24% performance improvement.
  • Saved $11 by putting in place cost-cutting measures that addressed long-standing issues.
  • Managed the sales and purchases of securities on behalf of customers and businesses.
  • Transported Jira to several months customer locations.
  • Collaborated with portfolio managers on asset acquisition strategies.
  • Calculated category and metric information to properly distribute customer funds.
  • Advised senior traders on risk mitigation strategies.
  • Answered 12 calls per several months to help customers with their questions and concerns.
  • Achieved a 23% improvement in order completion time.
  • Collaborated with portfolio managers on targeted asset acquisition strategies, helping to boost overall portfolio value by 24% over 2020 period.

Summaries

  • Clear understanding of project management and client relations as well as strategic planning training.
  • Collaborative Trading Assistant.
  • Adhered to stringent compliance guidelines.
  • Committed to achieving excellence in trade execution.
  • Conducted follow-ups to ensure accuracy.
  • Collaborative professional particularly skilled in cross-functional communication, reducing operational bottlenecks and improving trade desk efficiency by 52% seconds.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Excellent customer service, problem-solving, and multitasking skills aimed at ensuring compliance, maximizing satisfaction, and quickly resolving issues.
  • Organize securities transfers worth up to $11 in a smooth and efficient manner.
  • Adept at implementing market research strategies, contributing to the identification of arbitrage opportunities that boosted profits by $7 in just 13 months.

Accomplishments

  • Collaborated on the development of proprietary trading algorithms, leading to an increase in trade volume by 46%.
  • Developed risk management strategies that decreased potential settlement delays by 9 hours.
  • Resolved product issue through consumer testing.
  • Managed client reporting processes, leading client satisfaction scores to increase by 34%.
  • Developed and managed relationships with over 16 brokers, resulting in a 36% increase in order execution efficiency.
  • Facilitated successful trade settlements across international markets, improving cross-border trade processes by 71%.
  • Analyzed market data trends to adjust trading models, contributing to a 78% increase in P&L performance.
  • Mentored team of 17 junior assistants in using advanced trading tools, leading to 46% team productivity boost.
  • Provided detailed financial presentations that resulted in 69% increase in client acquisitions.
  • Instrumental in managing high-volume trading days, successfully executing 8 trades during disruptive market events.

Affiliations

  • Investment Management Consultants Association (IMCA)
  • National Association of Securities Dealers (NASD)
  • Global Association of Risk Professionals (GARP)
  • Lions Club
  • Financial Planning Association (FPA)
  • Society of Human Resource Management
  • International Association of Administrative Professionals
  • Association for Financial Markets in Europe (AFME)
  • Professional Risk Managers' International Association (PRMIA)
  • National Association of Social Workers

Certifications

  • Trader Training Program for Equity Derivatives – Harbor & Co.
  • CompTIA Security+
  • Fixed Income Trading and Asset Allocation – Cedar Works
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Financial Technician (CFTe)
  • Certified Public Accountant (CPA)
  • Salesforce
  • Risk in Financial Services Certificate – Ironclad Systems
  • Certified Investment Management Analyst (CIMA)
  • Certified Business Intelligence Professional (CBIP) specializing in Financial Analytics

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