Leverage extensive financial services experience and leadership skills in a progressive organization that promotes career growth and advancement.
Professional with focus on financial markets, adept at analyzing trends and executing trades with precision. Strong skills in financial analysis, risk management, and strategic decision-making. Known for effective collaboration, adaptability to market shifts, and delivering consistent results. Reliable team member with keen eye for detail and commitment to achieving success in high-pressure environments.
Overview
38
38
years of professional experience
Work History
Day Trader
Self-Employed
01.2009 - Current
Managed and grew personal portfolios through strategic day trading across multiple financial markets.
Applied technical analysis and market trends to make profitable trades in equities, options, and commodities.
Achieved consistent returns by fine-tuning trading strategies before implementing them in live markets.
Utilized technical analysis to identify profitable trades, optimizing investment outcomes.
Managed a diverse portfolio of stocks, options, bonds, and other securities to maximize returns.
Generated $1,000,000+ in revenue by analyzing individual stock, sector and current market conditions.
Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
Developed strong relationships with clients, fostering trust and ensuring repeat business.
Devised detailed hedge and trade strategies for specific trades.
Negotiated and executed complex financial transactions with international clients.
Licensed Real Estate Agent
Wolf Properties
01.2004 - 01.2009
Managed rental properties, leasing, and property management for clients.
Facilitated client relations, property negotiations, and ensured compliance with real estate regulations.
Hosted open houses and private showings to showcase properties effectively, ultimately securing offers from interested parties.
Resolved client concerns related to home purchases to maintain high satisfaction ratings.
Implemented effective time management strategies to balance multiple transactions concurrently, resulting in increased productivity and client satisfaction.
Educated clients on changing or updating properties, buying, and selling techniques and processes to maintain curb appeal.
Stock Broker / Trader
First Hanover Securities, R.A.S., Dies and Co., Joseph Stevens and Co.
01.1992 - 01.2004
Managed customer accounts, focusing on institutional funds and firm capital.
Oversaw hedge fund traders and manage a team of 300+ brokers across multiple locations.
Responsible for executing orders, market making, and ensuring regulatory compliance for securities, bonds, and options.
Managed over $500 million in client investments on the New York Stock Exchange and Nasdaq.
Participated in ongoing professional development opportunities to stay current with industry trends and best practices.
Proactively responded to market fluctuations, adjusting portfolios as needed to protect clients' assets.
Mentored junior traders in best practices for successful trading techniques, improving overall team performance.
Educated clients on investment options, empowering them to make informed decisions about their finances.
Maximized returns on client investments with strategic asset allocation and diversification.
Complied with all regulatory requirements and industry standards, maintaining a spotless professional reputation.
Delivered exceptional results under challenging market conditions by displaying adaptability, resilience, and a solutions-focused mindset.
Union Butcher
Key Foods Supermarket
01.1987 - 01.1992
Cut, prepared, displayed, and wrapped various meats, contributing to top-tier sales and production.
Led production efforts, consistently meeting high-volume demands while ensuring quality and safety standards.
Complied with food safety, hygiene and sanitation regulations for safe food preparation.
Cut, trimmed and ground meats such as beef, pork, and poultry to prepare for packaging and sale.
Maintained high standards of hygiene and cleanliness, adhering to strict sanitation regulations within the butcher shop.
Adhere to safety and cleanliness standards and maintained equipment.
Maintained and stocked display cases by transporting wrapped products from work area or cooler to display cases.
Managed inventory effectively, minimizing waste through proper rotation and storage practices.
Education
Business Management
St. John's University
Queens, NY
High School Diploma -
Xaverian High School
Brooklyn, NY
Skills
Passed Series 7, 55, and 63 exams
Ranked as a one-million-dollar producer for several years, with an individual ranking in the top 1% on Wall Street
Appointed Head Trader for branches in New York City and Long Island, overseeing significant trading operations
Spanish and Italian fluency
Licensed trader
Trading discipline
Stop loss management
Portfolio management
Stock options
Languages
Fluent in Italian, English, and Spanish.
Timeline
Day Trader
Self-Employed
01.2009 - Current
Licensed Real Estate Agent
Wolf Properties
01.2004 - 01.2009
Stock Broker / Trader
First Hanover Securities, R.A.S., Dies and Co., Joseph Stevens and Co.