Nathan David
Warrenville,IL
Summary
Committed prospect with a history of exceeding company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Commodities Broker
Allendale Inc
McHenry, IL
03.2022 - Current
- Facilitate order entry, account management, trade recommendations for clients in the futures markets.
- Assist client needs in identifying market opportunities, developing trade strategies, and implementing risk management practices.
- Develop new lead relationships through referral networking & organic growth.
- Create risk management strategies and systems in accordance with client’s operational needs/and or risk tolerance.
- Recommend trading strategies to enhance client's goals (60-40 hedge vs speculation).
- Provide daily market commentaries on technical and fundamental market movers.
- Speaker on several publications, including agriculture radio, podcasts, and marketing seminars.
Sales Development Manager
Cience Technologies
Chicago, IL
08.2021 - 03.2022
- Ensured project goals for a team of 6-10 SDR’s, training/upskilling, ensuring performance goals (i.e quota, conversion, account health/client retention)
- Collaborated with Marketing Program Managers and Project Managers to develop effective call scripts/messaging templates used to convert outbound opportunities.
- Reviewed campaign strategies, KPI’s internally and clients to ensure operational success.
- Researched and capitalized on emerging opportunities to build business and expand customer base.
Sales Development Representative
Cience Technologies
Chicago, IL
01.2021 - 08.2021
- Led marketing efforts, qualifying prospects, setting discovery calls and building pipelines.
- Assist in the coordination and implementation of sales & marketing strategies to achieve goals.
- Conduct extensive product demonstrations that highlight key features/benefits and align with a prospect's specific needs
Financial Planning Internship
MORGAN STANLEY
Denver, CO
05.2018 - 08.2018
- Learned basic financial planning essentials, client risk management/relationship management.
- Worked alongside senior financial advisors to prepare and follow-up on client meetings.
- Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
- Researched industry trends and competitor strategies to inform decision making.
Education
Bachelor of Arts - Finance
Lewis University
05.2020
Skills
- Financial Analysis
- Sales technique development
- Sales strategy development
- Business Growth
- Marketing Strategies
- Risk Mitigation
- Relationship Management
- Prospecting and Networking
- Trading Strategization
- Decision-Making
- Goal Setting
- Time Management
- Coaching and Mentoring
- Adaptability
Certification
- Series 3 Futures/Options License, 04/01/22 - Present
- Life and Health Insurance Producer, 10/01/20, 10/01/22
Organizations Or Clubs
- Lewis University Investment Club, Investment Officer, Romeoville, IL, 09/01/18, 05/01/20, I was involved in portfolio management of $250K in endowment funds appropriated towards the Lewis University Investment Club. I helped make investment decisions, created pitch decks and cash flow analysis projections to make investment decisions. I personally made 4 picks with a cumulative return of 36.3% over the 2 years in the Investment club. All investments were executed with a buy and hold strategy, but I used covered calls to create cash flow for the portfolio and generate larger returns.
- CME University Futures Trading Challenge, Futures Trader, 10/01/19, 01/01/20, I was the lead trader on my team in a 157-university trading challenge hosted by CME. We were given $500,000 of trading capital and were allowed to trade CME futures products during an 8-week trading challenge. Our team traded mostly on a technical trading strategy in the metals, agriculture products, and S&P 500 equity futures. I helped us reach a profit of $84,300, representing a 16.86% return.
Volunteer Experience
Feed My Starving Children, Meal Packer, Naperville, IL, 05/01/18 - Present, I volunteered with a team of 6 and we measured, poured, and packed over 2 million meals in our 2 years of volunteering at Feed My Starving Children in Naperville. Our meals mainly serviced children in the northern and Western portions of Africa. Ending childhood hunger is something that is very important to me, no child should be forced to think where their next meal should come from.
Timeline
Commodities Broker
Allendale Inc
03.2022 - Current
Sales Development Manager
Cience Technologies
08.2021 - 03.2022
Sales Development Representative
Cience Technologies
01.2021 - 08.2021
Financial Planning Internship
MORGAN STANLEY
05.2018 - 08.2018
Bachelor of Arts - Finance
Lewis University