Dakota Howard
Richland
Summary
Seasoned professional with 5 years experience in the finance industry, particularly in trading and trading systems. Demonstrates strong communication skills both written and oral, detail oriented, eager to learn and grow their knowledge. Maintains a positive attitude when issues arrive and is quick to research when needs go beyond current skillset.
Overview
7
7
years of professional experience
1
1
Certification
Work History
CAAP Trader
Cambridge Investment Research
02.2025 - Current
- Executed trades across various asset classes, ensuring compliance with regulatory standards.
- Implement and maintain client portfolios
- Work in partnership with financial professionals to ensure clients needs are being met
- Process strategy changes, distribution requests, liquidations, etc.
- Maintain working knowledge of industry standards
WealthPort Training Consultant
Cambridge Investment Research
07.2020 - 02.2025
- Provided feedback to management on employee skill gaps and recommended corrective action.
- Facilitated workshops, seminars and in-house training sessions on topics such as customer service, communication skills and team building.
- Created effective learning materials including facilitator guides, participant workbooks and job aids.
- Identified areas for improvement within current programs based on feedback from participants.
- Developed and delivered customized training programs, utilizing a variety of delivery methods, to meet the needs of clients.
- Developed successful solutions tailored to clients' specific needs.
- Utilized strong communication skills when interacting with clients or colleagues both verbally and written.
- Implemented process improvements resulting in increased efficiency throughout the organization.
- Devised processes and procedures to streamline operations.
- Established effective relationships with customers, vendors, and stakeholders at all organizational levels.
- Collaborated with cross-functional teams across multiple locations to ensure quality standards were met.
Shipping Clerk
Menasha Packaging
04.2019 - 07.2020
- Resolved issues related to incorrect shipping addresses or missing items in an efficient manner.
- Expertly operated multiple software programs to process orders, generate labels and track shipments.
- Ensured that all documents associated with each shipment were accurate and complete.
- Operated computers equipped with specialized software applications used in tracking shipments.
- Collaborated closely with the warehouse team to ensure timely deliveries of orders were met.
- Arranged for pickup and delivery of goods to meet deadlines.
- Utilized problem solving skills when dealing with difficult customer situations involving shipping delays or errors.
- Effectively communicated with customers regarding their orders status or any other inquiries they may have had.
- Maintained convenient copier areas by keeping neat and well-stocked.
- Verified packing slips and shipping labels were accurate and complete.
Education
Bachelor of Arts (B.A.) - Music Education
Iowa Wesleyan University
Mount Pleasant, IA, US12.2018
Skills
- Portfolio management
- Licensed trader
- Trading operations
- Account management
- Customer service
- Teamwork
- Problem-solving
- MS Office
- MySQL
- Subject Matter Expert
- Decision making
- Industry knowledge
- Professional Demeanor
Certification
Securities Industry Essentials
FINRA Series 7
FINRA Series 24
Timeline
CAAP Trader
Cambridge Investment Research
02.2025 - Current
WealthPort Training Consultant
Cambridge Investment Research
07.2020 - 02.2025
Shipping Clerk
Menasha Packaging
04.2019 - 07.2020
Bachelor of Arts (B.A.) - Music Education
Iowa Wesleyan University