Summary
Overview
Work History
Education
Skills
Certification
Work Availability
Quote
Timeline
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Chris Monroe

Stock Broker
Dallas,Texas

Summary

Financial Service Associate with extensive background in equity/derivative trading and exceptional understanding of how to build client loyalty/retention. Dependable young professional with dynamic communication skills. Proven success in streamlining client trading processes for optimized support. Created multiple templates for common trades clients would place, for faster trade processing and execution. Strong Excel skills to support investment/portfolio models & analysis. Dedicated to increasing my capital markets knowledge and execution in any macro setting. Results-driven mindset who does not fold under pressure.

Overview

1
1
year of professional experience
3
3
years of post-secondary education
3
3
Certificates

Work History

Stock Broker

TD Ameritrade
Southlake, TX
12.2020 - 08.2021
  • Provided primary first-line customer support to internal and potential clients.
  • Collaborated with clients to maintain relationships and provided thorough support across all inquiries within account data management.
  • Accurately processed routine unsolicited financial transactions such as individual equity and single/multi leg option trades for clients.
  • Provided support and education on option trade structures to clients. Breakeven, min/max loss, IV crush, delta/gamma hedging, trade failures.
  • Educated clients on customization of internal trading software applications across various mediums. Web/TOS/Mobile.
  • Executed routine deposits/withdrawals from taxable & IRA accounts via ACH/Wire/Check.
  • Documented all customer interactions and relationships using CRM systems.

Education

Bachelor of Arts - Economics & Accounting

University of North Texas
Denton, TX
08.2016 - 05.2019

Skills

    Customer Relationship Management (CRM, Workday)

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Certification

SIE

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

The secret to being successful from a trading perspective is to have an indefatigable and an undying and unquenchable thirst for information and knowledge.
Paul Tudor Jones

Timeline

Series 7

03-2021

Series 63

03-2021

SIE

01-2021

Stock Broker

TD Ameritrade
12.2020 - 08.2021

Bachelor of Arts - Economics & Accounting

University of North Texas
08.2016 - 05.2019

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