Summary
Overview
Work History
Education
Skills
Top 5 Books
Timeline
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Alan Perez

Linkedin.com/in/alanperez12

Summary

Young professional with a solid foundation in financial trading cultivated through years of discipline and resilience. Whose journey to the world of finance has been fueled by a genuine passion for markets, particularly in the realm of trading. A fervent follower of global financial markets, constantly seeking opportunities and trends to inform trading strategies. Committed to understanding market dynamics. The ability to analyze complex data allows for making informed trading decisions and effectively managing risk. From once being in constant draw-downs, to now maintaining a strong positive sharpe ratio. Excited about the prospect of contributing my skills and dedication to a trading role, and am eager to continue an eventful journey in the financial markets, where every day presents new challenges and opportunities to learn and grow.

Overview

6
6
years of professional experience

Work History

Relationship Banker

JPMorgan Chase
02.2021 - Current
  • Build and nurture lasting financial partnerships with valued clients
  • Gather a deep understanding of customers' unique financial needs, provide personalized banking solutions and exceptional service to help them achieve their financial goals
  • Help clients find reassurance in their retirement and investments
  • Since (March 2023), I've connected clients to the financial advisor resulting in $6,850,000 of net new money YTD (September 2023)

Currency Trader

Self Taught
01.2018 - Current
  • Discovered ways to improve or streamline processes and eliminate inefficiencies.
  • Employed various trading strategies to obtain best price and manage portfolio risk.
  • Contributed to transaction cost analysis process and used data to provide insights to lower execution costs.
  • Monitored market trends and developed strategies to capitalize on potential opportunities.
  • Created daily market recaps and profit and loss information to myself at close of each trading day

Education

BBA Finance -

University of Houston
12.2024

Chartered Market Technician
CMT Association
12.2024

FINRA SIE - Securities Industry Essentials

FINRA Series 6 - Investment Company And Variable C

NASAA Series 63 - Uniform Securities Agent Law

State of Texas

Skills

  • Financial Market Understanding
  • Sales Expertise
  • Economic Trends
  • Trend Analysis Expertise
  • High Net Worth Individuals Marketing
  • Risk Management
  • Securities Trading
  • Negotiation

Top 5 Books

  • How to Win Friends and Influence People by Dale Carnegie
  • Never Split the Difference by Chriss Voss
  • Extreme Ownership by Jocko Williams
  • Trading in the Zone by Mark Douglas
  • Your Next Five Moves by Patrick Bet-David

Timeline

Relationship Banker

JPMorgan Chase
02.2021 - Current

Currency Trader

Self Taught
01.2018 - Current

BBA Finance -

University of Houston

Chartered Market Technician

FINRA SIE - Securities Industry Essentials

FINRA Series 6 - Investment Company And Variable C

NASAA Series 63 - Uniform Securities Agent Law

State of Texas

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Alan Perez