Summary
Overview
Work History
Skills
Certification
Timeline
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Tai Newman

Dallas

Summary

Organized and dependable candidate, successful at managing multiple priorities with a positive attitude, and thrives in a stressful environment. Willingness to take on added responsibilities to meet team goals.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Client Service Associate

Wedbush Securities
11.2023 - Current
  • Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
  • Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
  • Stay updated on market trends and industry regulations, proactively informing my Financial Advisors about relevant changes that may affect their clients portfolios and trading strategies.
  • Maintained accurate client records, allowing for efficient tracking of account activity and personalized service delivery.
  • Rebalanced and created managed account proposals for my Financial Advisors via Envestnet.

Self-Employed Options Trader

Self-employeed
06.2019 - 11.2023


  • Analyzed market trends to forecast future price movements utilizing changes in Delta and Gamma to find repositioning withing Indices.
  • Applied advanced options Greeks (Gamma, Vanna, Charm and Delta) to capture profits from changes in volatility skew, implied volatility and Theta.
  • Engaged in continuous educational development while being coached by quantitative traders.
  • Assisted in the development of trading analysis software, TraderLink until the program launched for public use in 2023.

Intern

Siebert Financial Corp.
05.2022 - 08.2022
  • Assisted in creating sales pitch drafts for debt and equity securities while creating in-depth analysis sheets for those products.
  • Worked solely with the Executive Vice President from 06/06 to 06/17 to gain better client care and sales knowledge through in-person meetings with clients and wholesalers.
  • Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
  • Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
  • Gained hands-on experience in various software programs, increasing proficiency and expanding technical skill set.

Skills

  • Knowledge of financial markets, investment principles and market analysis
  • Strong analytical and problem solving skills with the ability to interpret complex financial data
  • Proficient in financial software and trading platforms such as Bloomberg Terminal, CFRA, Morningstar, Interactive Brokers and Thinkorswim

Certification

Securities Industry Essentials (SIE)

Timeline

Client Service Associate

Wedbush Securities
11.2023 - Current

Intern

Siebert Financial Corp.
05.2022 - 08.2022

Self-Employed Options Trader

Self-employeed
06.2019 - 11.2023

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Tai Newman