
Dynamic and results-oriented former Futures and Options Trader with over 15 years of experience in fast-paced trading environments, seeking to leverage a comprehensive background in financial markets and exceptional customer service skills as a Financial Services Representative at Morgan Stanley. Proven track record of problem-solving, client engagement, and driving sales through strategic decision-making and market analysis. Demonstrated ability to adapt and thrive in changing environments, with a strong commitment to continuous learning and professional development. Eager to apply financial acumen and interpersonal skills in a customer-facing role, aiming for long-term growth as a financial advisor. Holds a deep understanding of risk management, regulatory compliance, and ethical standards, ensuring the highest level of integrity in all client interactions. Passionate about leveraging financial knowledge to educate and empower clients, making a positive impact on their investment journeys.
Co-Managed High-Value Customer Portfolios : Successfully co-managed customer accounts exceeding $10 million, applying rigorous risk management strategies and a meticulously crafted trade plan. Demonstrated exceptional teamwork in decision-making processes, contributing to over a decade of consistent, profitable growth. This experience honed my ability to balance customer needs with market dynamics, ensuring both client satisfaction and financial success.
Youth Sports Coach : Passionately volunteer as a coach for 5th-grade youth football and basketball teams. This role has honed my leadership, teamwork, and communication skills, demonstrating my ability to mentor, motivate, and foster a spirit of cooperation and resilience among young athletes.
Volunteer, Feed My Starving Children & Gavers Community Cancer Foundation : Regularly dedicate time to volunteering at Feed Our Starving Children in Libertyville as well as Gavers yearly Barn Dance in Crystal Lake to raise funds to combat cancer. This experience reflects my commitment to community service and ability to work collaboratively towards a common goal.