Evan Boettcher
Chicago,Illinois
Summary
Emerging financial professional with experience in the brokerage industry, adept at executing trades and educating clients on trading strategies. Resourceful and collaborative, skilled in Microsoft Excel and Salesforce, with a proven track record of enhancing client support and facilitating team collaboration. Eager to leverage analytical skills in a challenging environment.
Overview
7
7
years of professional experience
Work History
Specialist, Retail Trading
TD Ameritrade/Charles Schwab
Chicago, IL
06.2022 - Current
- Passed SIE, Series 7 and Series 63 exams
- Provide technical support for Windows, iOS, android and proprietary trading software
- Execute trades on equities, equity options, mutual funds, CDs, and OTC securities at client discretion
- Work with multiple teams and departments to deliver accurate and efficient client support
- Educate clients on intricacies of trading - Resolving margin calls, explaining OPEX process/risks, FINRA rules and regulations, building advanced option strategies, etc
Analyst
Investment Club
Ames, IA
08.2018 - 05.2022
- Research and pitch specific equities using a variety of valuation methods such as discounted cash flow analysis, as well as comparable analysis
- Assist sector leaders with training new analysts on Bloomberg terminals, valuation concepts and modelling basics within Excel
- Participate in weekly meetings to hear investment ideas and discuss market trends that may have an impact on the group's portfolio
Trainee
Adventis FMC
Ames, IA
03.2019 - 02.2019
- Built a three-statement, fully circular and properly formatted financial model from scratch in under 90 minutes
- Scored at least 90% on a multiple-choice exam covering key concepts in financial modelling, accounting, and corporate finance
Education
Iowa State University - Finance
Ivy College of Business
Ames, IA05.2022
Skills
- Resourceful
- Eager to learn
- Collaborative
- Microsoft Office - Excel, Access, Outlook, Word, PowerPoint and Teams
- Experienced with Windows OS, Thinkorswim, Bloomberg and Salesforce
Timeline
Specialist, Retail Trading
TD Ameritrade/Charles Schwab
06.2022 - Current
Trainee
Adventis FMC
03.2019 - 02.2019
Analyst
Investment Club
08.2018 - 05.2022
Iowa State University - Finance
Ivy College of Business
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