Alexander Long
Denver,NC
Summary
Results-driven Trading Manager with 15+ years' experience in financial markets, portfolio management, and strategic planning. Proficient in enhancing trading strategies, optimizing portfolio performance, and leading high-performance teams. Adept at leveraging market analysis and data-driven insights to drive profitable trading decisions and achieve organizational goals.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Trading Manager
Charles Schwab & Co.
05.2017 - 04.2024
- Developed and maintained relationships with high-net-worth clients by understanding individual investment goals, and preferences providing tailored trading solutions
- Execute trades for thousands of clients while using propriety trading platforms and web-based interface ensuring optimal execution and compliance with client directives.
01.2011 - 01.2017
- Took a pause from the Financial Services industry.
Institutional Salesperson
Sagient Research
07.2010 - 04.2011
- Executive sales and client relationship position at a leading independent biotechnology and pharmaceutical equity research firm.
Education
Bachelor of Arts and Sciences - International Relations
Master of Business Administration - Financial Management
GPA: 3.5
Skills
- Financial Expertise - Strong understanding of financial markets, instruments, and trading strategies
- Analytical Skills - Ability to analyze market trends, data, and performance metrics to help clients make informed trading decisions
- Leadership - Leading a team of traders and ensuring proper coordination, training, and communication among team members
- Regulatory Knowledge - Understanding and adhering to financial and compliance regulations
- Client Relations - Building and maintaining relationships with clients
Certification
- FINRA NASD Series 7
- FINRA NASD Series 63
- FINRA NASD Series 65
- FINRA NASD Series 9/0
- FINRA NASD Series 3
- FINRA NASD Series 4
- FINRA NASD Series 34
Personal Information
Title: Trading Manager
Timeline
Trading Manager - Charles Schwab & Co.
05.2017 - 04.2024
-
01.2011 - 01.2017
Institutional Salesperson - Sagient Research
07.2010 - 04.2011
University of Richmond - Bachelor of Arts and Sciences, International Relations
National University - Master of Business Administration, Financial Management
- FINRA NASD Series 7
- FINRA NASD Series 63
- FINRA NASD Series 65
- FINRA NASD Series 9/0
- FINRA NASD Series 3
- FINRA NASD Series 4
- FINRA NASD Series 34
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