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Title: |
Trading Specialist
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Location: |
US-Illinois-Chicago
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Work History: |
OptionsXpress –
Chicago, IL
Nov 2004 – May 2007
Trading Specialist
Provided support for customers by placing trades (stock, options, & futures) calculating buying power, evaluating strategies, and troubleshooting internet related issues. Assisted customers with learning how to use web based option trading platform via phone and email.
Responsible for the monitoring and execution of all mutual fund orders. Explained dividends, fund classes, mutual fund availability, sales charges, and short term trading fees to customers. Imputed orders via Fundserv using Sunguard clearing system. Interacted with several departments to resolved breaks between clearing and customer accounts. Manually filled executions in customer accounts.
Robert C. Sheehan & Associates –
Chicago, IL
Oct 2002 to July 2004
Registered Representative
Executed client orders, exercising independent judgment within client parameters. Managed high volume of trading, processing 100,000 – 200,000 shares daily. Completed fundamental and technical analysis; monitoring market movements daily, reviewing clients’ stock status, involving more than 20 stocks, e.g. BAC, KO, PG, HDI, and TYC. Contacted clients, communicating market information for order changes. Traded stocks and options operating DOT and ISE terminal.
Rombo Trading Company –
Chicago, IL
Sept 1994 to Sept 2002
Registered Representative
Core member of team involved in initial start-up of trading company. Processed phone orders for more than 20 clients, trading options on all exchanges. Executed orders for more than 500,000 shares per day through OTC system using Instinet and Arca, trading CSCO and ORCL.
Wagner Stott Clearing Co. -
Chicago, IL
July 1989 to Aug 1994
Back Office/Floor Clerk
Provided customer service, processing tickets, key punching data, and reviewing trades for errors. Analyzed daily trade reports against tickets, troubleshooting for discrepancies in price, quantity, month and/or trader. Interfaced with other trade checkers to process settlement details. Additionally, held positions of Clerk and Phone Clerk, continually given added responsibilities directly resulting from demonstrated skills and abilities.
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Skills: |
I have extensive experience in market trading, financial and investment analysis and customer service.
I excel in setting priorities, organizing the work at hand and utilizing my managerial skills to ensure a smooth running operation.
My commitment and dedication have been recognized throughout my career.
I am now ready to explore new challenges and opportunities with a new organization.
In addition to my professional attributes, I can offer you the following personal qualifications:
Exceptional analytical skills - evaluate markets, understand the relation between risks and rewards while advocating for client best interest.
Excellent communicative and customer relations skills - demonstrated success understanding customer needs and trading intentions while following client instructions; while also applying independent judgment to meet or exceed expectations.
Multi-tasking/organizational skills - set priorities and manage time efficiently to maximize results.
Personality - Results Oriented ... Self-Motivated ... Team Player
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Education: |
Licenses
Series 7 & Series 63
Computer Experience
Microsoft Excel, Word, Outlook, and Power Point
Education
Southern Illinois University – Carbondale, IL B. S. Marketing
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