Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic
JOSE TORMOS

JOSE TORMOS

Sr Trading Analyst
Sanford,FL

Summary

OBJECTIVE: To obtain a leadership position where I can leverage my 18+ years of experience in Sales, Marketing, Financial market analysis, system creation, Sales webinars and Stage sales presenting. I aim to utilize my effective communication, leadership, and organizational skills to drive business growth, cultivate client success, and promote a culture of innovation and continuous learning within the company.

Overview

18
18
years of professional experience

Work History

Market Analyst and Online Trading Instructor

Learn To Trade Live
07.2021 - Current
  • Delivered live training and educational content, teaching both beginner and advanced traders' various technical analysis techniques, trading strategies, and risk management practices
  • Developed instructional materials, including training guides and market reports, to help clients understand complex trading concepts in a clear and actionable way
  • Cultivated a supportive and interactive learning environment, ensuring students received personalized feedback and gained confidence in executing trades
  • Fostered a deep understanding of market dynamics, allowing clients to improve their trading skills and achieve their financial goals

MTI Forex Instructor / Webinar Sales Presenter

Market Traders Institute
09.2009 - 07.2021
  • Delivered engaging and informative Forex trading instruction to students, guiding them through both beginner and advanced trading concepts, strategies, and market analysis techniques
  • Led live webinars, presenting valuable insights on market trends, trading tools, and risk management, ensuring prominent levels of audience engagement and understanding
  • Developed and customized training materials to meet the diverse needs of students, from newcomers to experienced traders, ensuring effective learning outcomes
  • Developed comprehensive trading systems and strategies designed for client acquisition, enabling users to effectively identify optimal trade entry and exit points. These solutions enhanced decision-making, increased trading efficiency, and provided clients with actionable tools for achieving their financial goals.
  • Played a key role in driving sales through webinars by promoting MTI's educational products and services, successfully converting leads into new business
  • Fostered strong relationships with clients by providing follow-up support, answering questions, and ensuring that students successfully applied what they learned in real-world trading
  • Consistently received high ratings for presentation clarity, expertise, and ability to simplify complex trading strategies

Account Executive / Director of Live Accounts

I-Trade FX
09.2006 - 09.2009
  • Led the sales and management of live trading accounts, overseeing client acquisition, onboarding, and account performance to ensure consistent revenue growth
  • Developed and executed strategies to attract and retain high-value clients, consistently surpassing sales targets and driving business expansion
  • Provided expert guidance to clients on Forex trading, account management, and strategy implementation, resulting in high client satisfaction and retention rates
  • Managed and supervised the team responsible for live accounts, fostering a collaborative and goal-oriented environment to meet organizational objectives
  • Implemented tailored solutions for clients, ensuring their trading experience aligned with their financial goals and risk tolerance
  • Promoted to Director of Live Accounts due to exceptional leadership, client relationship management, and consistent sales performance

Education

High School -

LAKE MARY HIGH SCHOOL
LAKE MARY, FL

undefined

DAYTONA BEACH STATE COLLEGE / UCF
DAYTONA BEACH, FL

Skills

  • Expert in Forex trading EAs, Indicators & Systems

  • Bilingual (Spanish): Fluent in Spanish, enabling effective communication with a diverse client base and expanding market reach

  • Team Leadership: Strong leadership skills with experience managing and motivating teams to achieve goals and drive business results

  • Dependable: Known for reliability and consistently delivering high-quality results on time

  • Strong Sales Closer: Skilled in understanding client needs and providing tailored solutions, driving revenue growth

  • Clear and Articulate Presenter: Ability to deliver complex information in a simple, engaging manner, ensuring audience comprehension

  • Cheerful and Energetic: Positive and enthusiastic demeanor that fosters a motivating and engaging environment

  • Driven: Highly self-motivated with a strong focus on achieving goals, maintaining momentum, and delivering results

Accomplishments

  • Spearheaded the management of a Forex portfolio, consistently meeting and surpassing monthly revenue goals of $500,000 to $1,000,000+.
  • Over 18 years of experience as a professional Forex trader, specializing in currency markets and advanced trading strategies.
  • Demonstrated consistent profitability and risk management across diverse market conditions, with a strong record of accomplishment of success in both short-term and long-term trading.
  • Expertise in technical analysis, fundamental analysis, and market forecasting, enabling strategic decision-making and maximized returns.
  • Developed and refined a unique trading methodology focused on capital preservation, growth, and market adaptation.
  • Generated and maintained funded trading accounts, optimizing trading strategies for sustained profitability and growth.
  • Delivered exceptional performance by leveraging in-depth market analysis, risk management practices, and trade execution strategies.
  • Contributed to the firm's overall revenue by consistently achieving substantial monthly goals, enhancing client retention, and expanding the client base.
  • Delivered engaging presentations and demonstrations of continued education products to prospective clients, highlighting their value and impact on professional development.
  • Developed and maintained strong relationships with educational institutions, corporate clients, and individual professionals to drive sales growth.
  • Effectively communicated the benefits of continued education offerings, tailoring presentations to meet the unique needs of diverse audiences.
  • Achieved sales targets through a deep understanding of customer needs and providing tailored solutions, boosting product adoption and customer satisfaction.
  • Successfully obtained Series 3 license, meeting the National Futures Association (NFA) requirements to qualify for selling commodities and futures contracts.
  • Demonstrated comprehensive knowledge of the commodities and futures markets, including risk management, market analysis, and regulatory compliance.
  • Proven ability to effectively navigate industry regulations and provide expert guidance to clients on futures and commodity investments.
  • Graduated from the prestigious Market Traders Institute Mastery Class, gaining in-depth knowledge of advanced Forex trading strategies and market analysis techniques.
  • Hosted and produced 'The MAN v. PIPS Forex Trading Show,' a popular platform providing insightful commentary, analysis, and tips on Forex trading strategies.
  • Engaged and educated a broad audience of traders, from beginners to advanced, through live discussions, expert interviews, and practical trading advice.
  • Built a loyal community of traders by delivering valuable, relatable, and timely content in an entertaining and informative format.
  • Developed and launched MTI's Short Term Scalping Course, designed to help traders master short-term trading strategies for quick, high-frequency profits.
  • Promoted to Director of Live Trading Accounts due to exceptional leadership, performance in sales, and ability to effectively manage high-value client accounts.
  • Awarded PIP Capture Champion in MTI's prestigious competition, demonstrating exceptional skill in identifying and capitalizing on profitable trades.
  • Consistently achieved an impressive 95%-100% overall client satisfaction rating as an instructor for MTI's 2-day on-site classes.

Timeline

Market Analyst and Online Trading Instructor

Learn To Trade Live
07.2021 - Current

MTI Forex Instructor / Webinar Sales Presenter

Market Traders Institute
09.2009 - 07.2021

Account Executive / Director of Live Accounts

I-Trade FX
09.2006 - 09.2009

undefined

DAYTONA BEACH STATE COLLEGE / UCF

High School -

LAKE MARY HIGH SCHOOL
JOSE TORMOSSr Trading Analyst