Experienced proprietary trader with expertise in equity and options trading, technical analysis, and risk management.
Overview
37
37
years of professional experience
Work History
Project Developer
Self-employeed
Sarasota, Florida
06.2006 - 01.2023
Coordinated with vendors, contractors, and partners to ensure successful execution of self-employed projects.
Built budgets, estimates, and resource plans for project development.
Assessed risks and adjusted project plans to enhance delivery outcomes during self-employed project execution.
Tracked budgets and spending to ensure alignment with approved project plans.
Shared project updates and expectations with stakeholders and collaborators.
Managed cash flow and banking activities for the organization’s treasury operations.
Oversaw financial reporting, accounts payable and receivable, asset coordination, account management, and budgets.
Reviewed accounts payable and receivable activities to ensure accuracy of financial transactions.
Reconciled accounts and reviewed financial records for accuracy.
Monitored and maintained financial records, including budgets, investments, and expenditures.
Prepared financial reports for leadership and board review.
Prepared quarterly reports summarizing the organization's financial position.
Prepared monthly bank reconciliations and general ledger entries.
Ensured timely payment of vendors and creditors through regular follow-ups.
Assisted with the preparation of annual budget reports and forecasts.
Reconciled accounts with statements and invoices on a monthly basis, investigating, and resolving discrepancies to maintain records accuracy.
Liaised with banks and other capital providers to maintain continuous access to capital.
Created detailed financial statements for senior leadership review.
Compiled, prepared, and filed federal and state tax returns in compliance with regulatory standards.
Proprietary Trader
Murphy and Durieu
Sarasota, Florida
06.2005 - 06.2006
Developed and implemented trading strategies for equities, options, futures, and other derivatives.
Executed discretionary trades across equities, options, and derivatives for the Murphy and Durieu desk.
Monitored market conditions in order to identify potential opportunities for profitable trades.
Analyzed charts, news, and economic events to guide trade decisions.
Performed technical analysis to determine future financial performance.
Forecasted generation costs, market prices and demand to make accurate trading decisions.
Monitored market data, price action, and order flow for trading opportunities.
Managed risk exposure through stop-loss levels and position sizing controls.
Reviewed trading performance and adjusted strategies for changing market conditions.
Maintained trading records, blotters, and compliance documentation for Murphy and Durieu.
Researched securities, sectors, and macro trends to support proprietary trading strategies.
Researched stocks and other financial instruments in order to make informed decisions about future investments.
Stayed up-to-date on marketplace trends and researched items in detail.
Participated in regular meetings with senior management team members to discuss current market trends.
Proprietary Trader
Schonfeld Securities
New York, New York
03.1995 - 01.2003
Monitored market data, price action, and order flow for trading opportunities.
Analyzed charts, news, and economic events to guide trade decisions.
Managed risk exposure through stop-loss levels and position sizing controls.
Reviewed trading performance and adjusted strategies for changing market conditions.
Researched securities, sectors, and macro trends to support proprietary trading strategies.
Performed technical analysis to determine future financial performance.
Researched stocks and other financial instruments in order to make informed decisions about future investments.
Participated in regular meetings with senior management team members to discuss current market trends.
Proprietary Trader
Murphy & Durieu
New York, New York
05.1992 - 10.1994
Executed discretionary trades across equities, options, and derivatives for Murphy and Durieu desk.
Monitored market data, price action, and order flow for trading opportunities.
Analyzed charts, news, and economic events to guide trade decisions.
Managed risk exposure through stop-loss levels and position sizing controls.
Reviewed trading performance and adjusted strategies for changing market conditions.
Maintained trading records, blotters, and compliance documentation for Murphy and Durieu.
Researched securities, sectors, and macro trends to support proprietary trading strategies.
Performed technical analysis to determine future financial performance.
Researched stocks and other financial instruments in order to make informed decisions about future investments.
Proprietary Trader
Roseridge Securities
New York, New York
11.1990 - 12.1991
Monitored market data, price action, and order flow for trading opportunities.
Analyzed charts, news, and economic events to guide trade decisions.
Managed risk exposure through stop-loss levels and position sizing controls.
Researched securities, sectors, and macro trends to support proprietary trading strategies.
Analyzed financial data such as economic indicators, news reports, and company earnings releases to determine trading strategies.
Performed technical analysis to determine future financial performance.
Reviewed trading performance and adjusted strategies for changing market conditions.
Researched stocks and other financial instruments in order to make informed decisions about future investments.
Proprietary Trader
MKI Securities
New York, New York
08.1987 - 09.1990
Monitored market data, price action, and order flow for trading opportunities.
Analyzed charts, news, and economic events to guide trade decisions.
Managed risk exposure through stop-loss levels and position sizing controls.
Reviewed trading performance and adjusted strategies for changing market conditions.
Researched securities, sectors, and macro trends to support proprietary trading strategies.
Performed technical analysis to determine future financial performance.
Researched stocks and other financial instruments in order to make informed decisions about future investments.
Participated in regular meetings with senior management team members in order to discuss current market trends.
Investment Advisor
Prudential Securities
Boston, Massachusetts
07.1986 - 08.1987
Advised Prudential Securities clients on investment strategies and account structures.
Communicated with existing and prospective clients to identify financial goals and provide recommendations on investment solutions.
Provided comprehensive financial advice on retirement planning, estate planning, tax strategies, insurance coverage and other areas of personal finance.
Analyzed portfolios using market research and client risk profiles.
Monitored market trends and updated client investment plans.
Developed relationships with clients in order to gain a better understanding of their goals and needs.
Advised customers on financial investment options and capital expenditures.
Explained Prudential Securities products, fees, and service options to clients.
Explained complex concepts such as stocks, bonds, mutual funds, ETFs, commodities and derivatives in an easy-to-understand manner.
Assisted clients with paperwork related to opening new accounts or transferring assets from one account to another.
Responded promptly to client inquiries about their accounts or any other related questions they may have had.