Nick Cibulka
Fenton
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Internship
TD Ameritrade
05.2020 - 08.2020
- Got exposure to all different departments that make up the brokerage industry.
- Developed networking skills and created business relationships that assisted me throughout my career thus far.
Financial Services Representative
TD Ameritrade
08.2020 - 10.2021
- Established strong emotional intelligence and de-escalation tactics when dealing with client frustration.
- Gained an understanding of IRA regulations to best assist clients with tax harvesting.
Senior Trading Specialist
Charles Schwab
10.2021 - 03.2024
- Continually learn about investments and the financial markets to address the individual client's investment concerns.
- Delivered best-in-class customer service, focusing on ease for the client to deliver the most efficient solution to their end goals.
- I became proficient in technical analysis and in using the ThinkorSwim platform.
- Educated clients on complex option strategies and assisted them with evaluating all potential outcomes.
- Analyzed daily margin calls and informed clients on different methods that could be used to resolve them.
- Mentored junior traders on strategies and best practices.
Manager Trader Service
Charles Schwab
05.2024 - Current
- Analyzed the client’s portfolios to identify areas of potential financial risk, including market risk, volatility risk, political risk, economic risks, and all other possible scenarios for loss.
- Ran one-on-one mentorship sessions with numerous lower-level traders
- Lead monthly training sessions across all of trader services to further educate them about margin, futures, options risk, among other topics.
- Conducted research on economic indicators impacting market movements and interpreted charts with clients to get an idea of potential trends.
- Executed trades efficiently in fast-paced financial environments.
- I established trust with clients, which led to strong relationships and confidence in my suggestions.
Education
Bachelor of Science - Business Administration, Finance
University of Missouri
Skills
- Expert in using the Thinkorswim platform
- Emotional intelligence
- Mentorship skills
- Multitasking and organization
- Interpersonal skills
- Technical analysis
Certification
- FINRA Series 7
- FINRA Series 63
- FINRA Series 3
- FINRA Series 34
Leadership Activities Accomplishments
- Mizzou Investment Club- Determine return goals as a team while participating in live trading. Communicate with a team to weigh out risks and to diversify a portfolio that was maintained over a 4 year period.
- Received multiple Charles Schwab excellence awards for best in class customer service
Volunteer Experience
- Feeding America Volunteer
- Food Bank for Central & Northeast America
Timeline
Manager Trader Service
Charles Schwab
05.2024 - Current
Senior Trading Specialist
Charles Schwab
10.2021 - 03.2024
Financial Services Representative
TD Ameritrade
08.2020 - 10.2021
Internship
TD Ameritrade
05.2020 - 08.2020
Bachelor of Science - Business Administration, Finance
University of Missouri