Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Bradley NAUGLE

Hollywood

Summary

Analytical and client-focused financial services professional with a strong track record of driving revenue growth and building high-value client relationships in performance-driven environments. Holds the Securities Industry Essentials (SIE) certification and is currently pursuing the Florida 2-15 Life & Health License, with active preparation for Series 7 and 66 sponsorship. Demonstrates a proactive, results-oriented mindset with the ability to execute under pressure, consistently exceed targets, and develop long-term client relationships aligned with wealth management objectives.

Overview

2026
2026
years of professional experience
3
3
Certifications

Work History

Sales/Operations Manager

Stellar Commerce LLC
Fort Myers
01.2022 - 02.2026

Directed full-cycle business operations, boosting revenue by approximately 25–40% through strategic direct-to-consumer initiatives.

Optimized sales funnels and marketing strategies, enhancing conversion rates by an estimated 15–25%.

Analyzed performance metrics to identify inefficiencies and implement process improvements that increased profitability.

Managed customer base growth, achieving high satisfaction and repeat purchase rates.

Led teams in fast-paced entrepreneurial environments, ensuring consistent performance outcomes.

Investment Experience

Portfolio Construction, Risk Management
  • Actively manage personal portfolios designed to simulate varying client risk profiles (conservative, balanced, and growth-oriented)
  • Implement options-based strategies, including covered calls and cash-secured puts, to generate income and enhance risk-adjusted returns
  • Apply fundamental and technical analysis to inform trade selection and portfolio positioning
  • Utilize hedging techniques to manage downside risk and preserve capital in volatile market conditions
  • Continuously monitor macroeconomic trends, interest rates, and market structure to guide allocation decisions

Education

High School Diploma -

Cooper City High School
Cooper City, FL
06-2022

Skills

  • Revenue growth
  • Sales funnel optimization
  • Customer retention strategies
  • Performance analysis
  • Risk management
  • Client portfolio management

Certification

Securities Industry Essentials (SIE) — Passed (2026)

Timeline

Sales/Operations Manager

Stellar Commerce LLC
01.2022 - 02.2026

Investment Experience

Portfolio Construction, Risk Management

High School Diploma -

Cooper City High School
Bradley NAUGLE