Taylor Locks
Houston,TX
Summary
Dynamic Portfolio Manager with a proven track record at TopStep, leveraging data analytics and risk management to enhance portfolio performance. Expert in company relationship management, I effectively communicated market developments and implemented strategies that maximized growth, ensuring alignment with company objectives and increasing company satisfaction.
Highly skilled financial professional with strong background in portfolio analysis. Adept at evaluating investment opportunities, conducting risk assessments, and optimizing asset allocations. Known for collaborative approach and flexibility in dynamic environments. Strong analytical skills, strategic thinking, and commitment to achieving optimal results.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Portfolio Analyst
UProfit Trader
11.2024 - Current
- Prepared opening account documentation and risk management reporting.
- Increased client satisfaction with timely, accurate, and insightful reporting on portfolio performance.
- Streamlined the investment process by implementing efficient trading and execution strategies.
Portfolio Manager
TopStep Trader
09.2023 - Current
- Facilitated portfolio performance review and implemented new strategies.
- Managed diverse portfolios, ensuring proper diversification and alignment with company objectives.
- Communicated market developments, portfolio changes and annual performance information to company.
- Collaborated with analysts to identify promising investment opportunities, maximizing portfolio growth.
Portfolio Manager
TD Ameritrade
12.2024 - 12.2025
- Utilized advanced quantitative tools to analyze potential investments, ensuring well-informed decision-making processes.
- Conducted thorough research on market trends, economic indicators, and industry data to inform investment decisions.
- Enhanced portfolio performance by identifying and analyzing investment opportunities.
Combat Medic (68W)
US Army Reserve
03.2022 - 12.2024
- Assisted in the development and execution of realistic training scenarios simulating battlefield injuries, honing both individual proficiencies and collective teamwork capabilities within the unit.
- Served as a trusted advisor for unit leaders on healthcare-related matters, leveraging medical expertise to promote informed decision-making during critical situations.
- Ensured the proper handling of sensitive medical information by adhering to strict privacy regulations and maintaining detailed patient records.
- Contributed to the overall health of unit members through conducting routine medical evaluations, immunizations, and preventive healthcare measures.
Field Technician
Tradesmen International
09.2020 - 12.2020
- Communicated with supervisor to report progress, discuss issues and seek guidance.
- Kept detailed records of field measurements and data.
- Prioritized and managed multiple tasks and projects to meet deadlines and enhance customer satisfaction.
- Minimized potential hazards through adherence to safety guidelines during all field assignments.
- Collaborated with other field technicians to resolve complex technical issues.
- Identified potential problems and prevented equipment failure through performing regular equipment inspections.
Education
Bachelor of Science - Cyber Security And Information Assuarance
The University of Texas At San Antonio
San Antonio, TX12-2026
Associate of Science - Cyber Security
University of Phoenix
Tempe, AZ11-2025
Skills
- Risk evaluation
- Client relationship management
- Cash flow management
- Credit analysis
- Risk management
- Data analytics
- Trading platform algorithms
- Annual performance reviews
- Time management
- Verbal and written communication
Certification
CompTia A+
CompTia Tech+
Certified Secure Computer User (CSCU)
Timeline
Portfolio Manager
TD Ameritrade
12.2024 - 12.2025
Portfolio Analyst
UProfit Trader
11.2024 - Current
Portfolio Manager
TopStep Trader
09.2023 - Current
Combat Medic (68W)
US Army Reserve
03.2022 - 12.2024
Field Technician
Tradesmen International
09.2020 - 12.2020
Bachelor of Science - Cyber Security And Information Assuarance
The University of Texas At San Antonio
Associate of Science - Cyber Security
University of Phoenix
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