RYAN C. BAGI
Chicago,IL
Summary
Experienced futures trader and financial advisor with 20 years of industry expertise in market analysis and risk management. Proficient in navigating complex financial markets and executing strategic trades that align with client objectives. Possesses exceptional analytical and decision-making abilities, leveraging a deep understanding of trading platforms and financial instruments. Developed critical analytical skills and strategic thinking in high-pressure trading environments. Demonstrated expertise in market analysis, risk management, and decision-making under uncertainty. Seeking to leverage transferrable skills for success and innovation in a new field.
Overview
16
16
years of professional experience
Work History
Futures Trader
TopStep Trader
04.2023 - Current
- Conducted regular reviews of trading performance, identifying areas for improvement and implementing strategies.
- Aided trading desk achievements with effective market analysis.
- Increased trading profits by developing and implementing effective strategies.
- Maintained control over fluctuating conditions through effective risk assessment.
Financial Advisor
LPL Financial
02.2013 - 04.2023
- Company Overview: Self employed, LPL Financial clearing
- Directed asset management strategies tailored to retirees and near-retirement professionals.
- Guided households in transitioning from working to a comfortable retirement through comprehensive income planning.
- Facilitated communication during complex scenarios, including significant life changes like bereavement or marital discourse.
- Designed comprehensive portfolios utilizing a mix of stocks, ETFs, and mutual funds to varying degrees.
- Conduct client review meetings in-person and via Webex to align goals with portfolio recommendations.
- Coordinated administrative tasks enabling access to crucial documents through e-signature.
- Expanded asset base significantly through strategic initiatives.
- Self employed, LPL Financial clearing
Financial Advisor
Edward Jones
04.2009 - 02.2013
- Worked to develop and improve branch-specific financial planning approaches.
- Increased office's asset portfolio to surpass $80 million as per firm's focus metric.
- Conducted door-to-door marketing campaigns using various software tools including salesforce.
Education
Bachelor's - Finance & Commercial Law
Western Michigan University
Kalamazoo, Michigan04.2002
Skills
- Financial planning, plan design
- Technical analysis
- Investment Management
- Client and customer service
- Licensed series 7
- Emotionally aware
- Life licensed
- Health licensed
- Annuity licensed
Timeline
Futures Trader
TopStep Trader
04.2023 - Current
Financial Advisor
LPL Financial
02.2013 - 04.2023
Financial Advisor
Edward Jones
04.2009 - 02.2013
Bachelor's - Finance & Commercial Law
Western Michigan University
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