I have years of experience exploring various corners of the financial markets through brokerage/sales, complex options trading, Eurodollar interest rate futures trading, and expanding my horizons through the CFA program.
Generating monthly billing reports for 120 units, executing modifications as well as identifying & communicating discrepancies, which resulted in boosted accuracy & tenant appreciation.
Develop and manage programming solutions including a company website to provide accessibility & an online presence to the company for the first time & property management algorithms to increase efficiency.
Consult with the general manager on new processes & hiring, increasing overall firm efficiency & increasing employee retention.
Utilized multiple strategies to trade Eurodollar futures in an array of market conditions, generating monthly revenue of $60k & receiving the 1st contract in my trader group.
Analyzed macro-economic data & market conditions on a daily basis to gain further knowledge on the inter-correlations between data figures & better forecast short-term moves.
Trained an understudy clerk on the principles of the trade, developing his skills to the point where he was a profitable trader & position manager within 2 months.
Communicated with 30-40 investors (phone/in person) on a daily basis, providing investment advice, education, & capitalizing on business development opportunities that resulted in $2.5 million in Quarterly account flows.
Presented two seminars over investment topics to 10-15 investors month, increasing business development success & maintaining a high percentage of client presentation retention.
Promoted Scottrade’s products & services with the highest level of quality, resulting in top firm customer service ranking on an annual basis, the Outstanding Customer Service Award in 2010-2011, & being 1 of 20 brokers nationally to receive an invitation to the Advanced Broker training program.
GPA: 3.6
GPA: 3.6
Given my curiosity with the health of financial markets from a top-down approach, I am currently working on a algorithm that scrapes the SEC filings of corporations. This program will pull a given number of filings and locate the balance sheet, income statement, and cash flow statement. After pulling these statements, the program will clean and combine the statements, allowing you to view a multiple period statement from the referenced company.
THE OVERALL GOAL OF THIS ALGORITHM IS TO AUTOMATE THE FINANCIAL MODELING PROCESS AND PROVIDE FOR THE ABILITY TO GATHER MASS AMOUNTS OF DATA TO IDENTIFY OVERALL TRENDS IN FINANCIAL STATEMENTS FOR ANALYSIS.
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