Summary
Overview
Work History
Skills
Timeline
Generic

Nicholas Joerz

Omaha,NE

Summary

Insightful professional in financial services field, known for high productivity and efficient task completion. Excel in communication, problem-solving, and adaptability, ensuring success in fast-paced environments.

Overview

12
12
years of professional experience

Work History

Stock Trader

Charles Schwab
Omaha, NE
07.2022 - Current
  • Discussed client financial options to keep customers informed regarding transactions.
  • Executed equity, mutual funds and complex and basic option trades
  • Mentored junior traders on strategies and best practices.
  • Executed complex options orders.
  • Stayed up-to-date on marketplace trends and researched items in detail.
  • Advised clients on trading strategies based on their individual goals and objectives.
  • Was top 3 in the company on a metric used to drive engagement on Thinkorswim

Owner

Pub 134
Omaha, NE
09.2018 - 03.2022
  • Employed and managed vendors by negotiating deliverables, cost and expected quality.
  • Ensured compliance with applicable laws and regulations related to business operations.
  • Supervised performance of workers with goals of improving productivity, efficiency and cost savings.
  • Ensured compliance with local, state, and federal regulations.
  • Identified new opportunities for growth, expansion, and diversification.
  • Completed thorough opening, closing, and shift change functions to maintain operational standards each day.

Basically all tasks of owning a business

General Manager

1912
Omaha, Nebraska
05.2013 - 09.2018
  • Managed inventory levels and conducted corrective action planning to minimize long-term costs.
  • Managed all aspects of daily business operations including budgeting, staffing, scheduling, inventory control, customer service and sales.

The list is all aspects of running a business

Hiring, firing, training, inventory, create service standards, supervision.

Skills

  • Managing people with an ability to motivate and hold them accountable
  • Hedging strategies
  • Operating multiple systems
  • Technical indicators
  • Market knowledge
  • Working hard

Timeline

Stock Trader

Charles Schwab
07.2022 - Current

Owner

Pub 134
09.2018 - 03.2022

General Manager

1912
05.2013 - 09.2018
Nicholas Joerz