Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Jeff Wade

melville

Summary

Dynamic financial professional at Noble Gold Assets, recognized for leveraging advanced financial modeling and exceptional customer relationship management to enhance sales and foster enduring client relationships. Proven expertise in market analysis and risk assessment, combined with a commitment to continuous improvement and excellence.

Overview

6
6
years of professional experience

Work History

Numismatic Broker

Noble Gold Assets
Hauppauge
12.2024 - Current
  • Built positive and productive customer connections to drive consistent sales.
  • Utilized advanced financial modeling techniques to assess potential investment risks and returns.
  • Developed long-term relationships with customers by providing personalized service and advice.
  • Stayed up-to-date on marketplace trends and researched items in detail.
  • Developed and maintained relationships with customers and assisted in generating sales opportunities.

Futures Trader

Retail & Proprietary
Melville
06.2023 - Current
  • I am self taught with passion and determination of complete success
  • I have been funded by Topstep Futures LLC, and I can furnish previous payouts of PnL upon request.
  • I trade my own personal account through NinjaTrader while trading 3 other accounts currently at 2 other reputable prop firms.
  • I will stop at nothing to be a Master Trader

Financial Advisor Trainee

Merrill Lynch
Great Neck
02.2019 - 09.2019
  • The role of the position was to study for the Series and Exam, and the Sie Exam.
  • Attend seminars and meetings with senior advisors.
  • Continuous learning in all aspects of the role and industry itself.
  • Connecting and cold calling for potential prospects

Education

High School Diploma -

Northport High School
Northport, NY
06-2002

Skills

  • Financial modeling
  • Risk assessment
  • Market analysis
  • Customer relationship management
  • Investment strategy
  • Sales negotiation
  • Trend awareness
  • Prospecting clients
  • Continuous learning
  • Self-motivation
  • Attention to detail
  • Problem solving
  • Data analysis
  • Effective communication
  • Marketing strategies

To whom it may concern, if I were to be accepted into your program, I would give it my all I will never stop at success being there for the taking I will work extra, no matter what it takes; I will do all the necessary things in order to get the job done right I will stand out from everyone; all I need is that one chance to prove myself, and that is all I need to succeed I Thank you for your time and understanding and appreciate you reading this

Affiliations

  • I currently hold a High Brown Belt in Traditional and Olympic Tae Kwon Do
  • i workout everyday and keep a very healthy well rounded lifestyle

Timeline

Numismatic Broker

Noble Gold Assets
12.2024 - Current

Futures Trader

Retail & Proprietary
06.2023 - Current

Financial Advisor Trainee

Merrill Lynch
02.2019 - 09.2019

High School Diploma -

Northport High School

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Jeff Wade