Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kurt Molina

McKinney,TX

Summary

Financial Service Professional bringing top-notch expertise in oral and written communication, active listening, and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires, and providing customized solutions to build loyalty and meet performance standards.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Associate CS&S Core Service

Charles Schwab
10.2023 - Current
  • Self-motivated, with a strong sense of personal responsibility.
  • Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
  • Developed strong product knowledge to provide informed recommendations based on individual customer needs.
  • Proven ability to learn quickly and adapt to new situations.
  • Professional of the Month for May 2024
  • OSAT above 90% since joining the firm
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.

Portfolio Manager

Family Business
08.2016 - Current
  • Researched current economic trends and investment opportunities to stay abreast of financial markets.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Advised clients on investments, retirement and estate planning.
  • Outperformed benchmark during this period by a substantial margin of percentage points.

Owner/Operator

Greenstar Services LLC
05.2020 - 06.2022
  • Managed day-to-day business operations.
  • Consulted with customers to assess needs and propose optimal solutions.
  • Evaluated suppliers to maintain cost controls and improve operations.
  • Developed and implemented marketing strategies to generate new customers and increase sales and profit margins.

Project Manger/Active Trader Group

Forex Capital Markets
01.2017 - 01.2018
  • Conducted interviews with industry prominent algorithmic traders for launch of the new website, channel and campaign.
  • Coordinated daily activity and flow of projects through multiple departments and senior-executive management to verify on-time product delivery while managing a team of three. Ex: Live algorithmic trading demos in Toronto, London, Paris, etc. with thought-leaders such as Ernest Chan.
  • Built and deepened productive relationships with prospective and existing High Net Worth Individuals and sophisticated high volume traders.

Account Manager

Forex Capital Markets
10.2016 - 01.2018
  • Provided platform walkthroughs for new traders and addressed their questions about the product offerings, services, and trading.
  • Addressed problems with operations, trader desk, and programming to maintain and enhance client satisfaction.
  • Built and strengthened long-lasting client relationships based on accurate information and customer-centric service.
  • Tracked key performance indicators to measure success and continue being the top-performing sales associate.
  • Liaised with marketing and management to develop targeted campaigns.

Senior Portfolio Manager

Texas State University- Endowment
01.2016 - 08.2016
  • Communicated market developments, portfolio changes and quarterly performance information to clients.
  • Designed and maintained financial models to identify and measure risks.
  • Facilitated portfolio performance review and implemented new strategies.
  • Outperformed benchmark and University Endowment by several percentage points.

Education

BBA - Business Economics - Cum Luade

Texas State University
San Marcos, TX
08.2016

Skills

  • Trading Expertise in Equities, Fixed income, Options, Futures, and Forex
  • Algorithmic Trading
  • Customer Support
  • Client Development, Retention, and Education
  • Problem-Solving Strengths
  • Risk Mitigation
  • Proven Analytical Skills
  • Interpersonal Communication Skills
  • Solution Planning
  • Market Research
  • Project Management Abilities
  • Multitasking Abilities

Certification

Series 3- the National Commodities Futures Examination is a (NFA) exam administered by FINRA.


Series 34- the Retail Off-Exchange Forex Examination is a (NFA) exam administered by FINRA.


Series 7- General Securities Representative Exam


Series 63- Uniform Securities Agent State Law Exam


CFA® Program Candidate, CFA Institute


Bloomberg Market Concepts

Timeline

Associate CS&S Core Service

Charles Schwab
10.2023 - Current

Owner/Operator

Greenstar Services LLC
05.2020 - 06.2022

Project Manger/Active Trader Group

Forex Capital Markets
01.2017 - 01.2018

Account Manager

Forex Capital Markets
10.2016 - 01.2018

Portfolio Manager

Family Business
08.2016 - Current

Senior Portfolio Manager

Texas State University- Endowment
01.2016 - 08.2016

BBA - Business Economics - Cum Luade

Texas State University

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