Miles Davie

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• Mentored novice traders on strategies and best practices.
• Supervised daily asset movement, new account development, and trade review.
• Managed portfolios using a variety of equity instruments including common stock, preferred stock, mutual funds, ETFs, futures contracts, options contracts.
• Researched macroeconomic data such as GDP growth rate or employment figures in order to predict future market conditions.

• Maintained records related to sales for store management.
• Engaged customers in friendly, professional dialogue to determine needs.
• Assisted teammates with sales-processing tasks to meet daily sales goals.
• Adhered to company initiatives and achieved established goals.
• Answered incoming telephone calls to provide store, products and services information.

• Took reservations over phone and in person.
• Provided excellent customer service by anticipating customer needs.
• Managed guest expectations by relaying information regarding hours, wait times and specials.