Billy Barsi

Cupertino,CA

Summary

Dynamic financial professional with broad based industry knowledge as well as experience in financial and retirement planning, portfolio management and client relations. Skilled in both fundamental investment analysis and effective communication with the ability to make decisive and informed decisions under pressure.

Overview

years of professional experience

Work History

Proprietary Equity Trader

T3 Trading Group LLC

New York, NY

11.2024 - Current

Executes equity trades on a proprietary basis, and monitors positions to maximize risk-adjusted returns.
Implements hedging strategies to reduce exposure or losses due to volatility and market corrections.
Develops and implements trading strategies based on the technical and fundamental analysis of individual equities.

Wealth Management Client Associate

Merrill Lynch

Palo Alto, California

06.2024 - 10.2024

Effectively communicated complex financial information to over 200 clients in the Silicon Valley with a range of $5 to $500 million in investable assets.
Contributed to the growth of assets from $2.8 billion to over $3 billion through superior customer service and portfolio analysis.
Provided daily banking and investment-related support to existing clients.

Assistant Grower/Office Manager

Bonnie Plants Inc.

Watsonville, CA

12.2021 - 09.2022

Ensured top quality plugs and plants were grown and shipped based on schedule.
Responsible for determining and following a watering, fertilization, and spray schedule to minimize plant losses while maintaining plant health.
Chose highest quality plants and allocated them to sales routes to be sold.

Education

Bachelor of Science - Agricultural Business

Colorado State University

Fort Collins, CO

12-2024

SIE

Securities Industry Essentials License

02-2024

Series 57

Securities Trader Representative License