Becky Willis
Hoodsport
Summary
Detail-oriented Operations Specialist with 10 years of experience in equity trading and customer service, committed to enhancing customer satisfaction while meeting and surpassing business goals. Proven ability to streamline operations through strong organizational skills and effective multitasking.
Overview
15
15
years of professional experience
Work History
Alderbrook Golf and Yacht Club
Union
11.2020 - Current
- Manage all incoming calls for 500+ homes, community HOAs, golf courses, and restaurants.
- Managed various queries involving all HOA topics.
- Managed upkeep of member database.
- Logged daily sales metrics for golf course and restaurant.
- Oversaw financial transactions encompassing tracking of payments, deposits, and preparation of monthly statements for all community members.
- Collaborating with General Manager, Office Manager, and Board Members to accommodate monthly Board meetings
- Ensured accurate and timely maintenance of website data including board-related content.
Trading Operations Specialist
Brookstone Capital Management
Wheaton
09.2010 - 07.2020
- Responsible for efficiently and effectively trading client accounts per company protocols from $260M in AUM to $3B in AUM
- Implemented option trading strategy from the ground to $600 M in option contracts
- Updated our trading platform, moving 25,000+ accounts to enable clients to consolidate their accounts and still trade them independent of each other
- Maintain and execute numerous and varied managed strategies, with trading across 50 to thousands of accounts
- Collaborate with other departments which included, compliance, investment, advisor services, new business and marketing
Advisor Services Specialist
Brookstone Capital Management
Wheaton
11.2009 - 09.2010
- Establish and maintain professional relationship with financial advisors across the country
- Assist financial advisor with any and all back office processes for their book of business
- Ensure client account funding and trading in a timely manner
- Continue support and follow-up for the life of the client account
Education
Bachelor of Science - Electrical Engineering
Northern Illinois University
Dekalb, IL01.1991
Skills
- Quick Adaptation to Technology
- TD Ameritrade software
- Folio Dynamics Trading Platform
- Skilled self-starter
- MS Office (Excel, Word, Outlook)
- Orion Trading Platform
- Effective communicator
- TeeSnap and TOPS Software
- Software Conversion Processes
Affiliations
- Paddleboarding
- Hiking
- Gardening
Timeline
Alderbrook Golf and Yacht Club
11.2020 - Current
Trading Operations Specialist
Brookstone Capital Management
09.2010 - 07.2020
Advisor Services Specialist
Brookstone Capital Management
11.2009 - 09.2010
Bachelor of Science - Electrical Engineering
Northern Illinois University
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