A passionate and dynamic financial professional with 19 years of stock market experience and focus on providing superior support for a diverse clientele.
Overview
28
28
years of professional experience
Work History
Author of The Wagner Daily
Morpheus Trading Group
Pembroke Pines, FL
07.2003 - Current
Author of financial newsletter focused on swing and position trading of equities with a focus on CANSLIM investment style.
Moderator of a live trading room on Slack interacting and providing clients with thorough support and guidance.
Create detailed stock market reports to increase client knowledge and expand client base.
Produce and position high quality exclusive financial content for social media sites and blogs.
Direct administrative functions and collaborate with clients on a daily basis providing support and service via phone and email.
Assistant Portfolio Manager
Morpheus Trading LP
Pembroke Pines, Florida
02.2007 - 07.2012
Chiefly accountable for conducting market research using technical and fundamental analysis.
Executed trades and managed portfolio risk for anactively traded hedge fund.
Proprietary Trader
Carlin Equities
Aventura, Florida
04.2003 - 05.2006
Managed firm capital using a combination of daytrading and swing trading techniques
Education
Bachelor of Science - Finance
Florida Atlantic University
Boca Raton, Fl
04.2004
Skills
Article Writing
Social Media Content Writing
Proficient with Marketsmith (user since 2004)
Proficient with TC2000 (user since 1999)
Trade execution in IBKR, Tradestation, and Thinkorswim
Commercial Underwriter II for California Fair Plan at Team Focus Insurance GroupCommercial Underwriter II for California Fair Plan at Team Focus Insurance Group