Equity Trader Resume Sample


Equity Trader Resume Sample

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Complete Address
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Innovative, diligent, experienced professional with a proven record of success in executing initiatives and streamlining existing business operations toward profitability. Consistently recognized for superior performance and creative problem-solving abilities. Powered with well-developed qualifications acquired from comprehensive experience in diverse areas focused on business development, project management, sales and marketing, general management, training, and operations management. Consistently provides high quality service by focusing on professional, ethical standards to acquire, work and maintain long-lasting client relationships.

CAREER OVERVIEW

Operations and Program Management

  • Leveraged skills in soliciting and producing new business from retail and institutional investors
  • Utilized appropriate conservative investments, such as stocks, bonds, mutual funds, options, and insurance products in overseeing client assets
  • Ensured accuracy and thoroughness in analyzing and implementing strategic business plans
  • Oversaw small sales and distribution staffs
  • Successfully promoted and improved business through active involvement and administration of regional tradeshows

Leadership, Training, and Development

  • Directed and guided individuals and groups toward the timely completion tasks and fulfillment of goals
  • Trained and supervised groups of bank personnel on financial products and strategies to generate client referrals
  • Took the initiative in learning banking products to actively give back referrals

Sales and Promotions

  • Delivered outstanding performance in promoting and selling products and services through marketing strategies, product demonstration methods, sales techniques, and sales control systems
  • Met and exceeded high-volume sales quotas by managing and coordinating telecommunications needs for small- and medium-sized businesses
  • Successfully planned and executed strategies to expand business scope and increase account penetration while maintaining profit margins
  • Demonstrated expertise in productively selling both tangible and intangible product lines

PROFESSIONAL EXPERIENCE AND HIGHLIGHTS

Independent Equity Trader | Present

  • Efficiently executes day trading duties along with supervising daily personal investment activities in the equity and Forex markets

Independent Sales Advisor and Trainer

  •  Creates and implements programs as a contract trainer and advisor for small sales teams including a foodsales and distribution company, commercial lender, and investment advisors

COMPANY ABCD, Atlanta, GA/ Destin, FL
Vice President and Financial Advisor | 2002-2010

  • Played a pivotal part in increasing assets under management to more than $90 million
  • Generated  $1M worth of new assets monthly by successfully expanding an existing bank referral program
  • Received Lincoln Financial President’s Club award for outstanding sales production in 2006 and 2007

COMPANY EFGH / UBS PAINEWEBBER, INC., Atlanta, GA
Vice President/Financial Advisor | 1999-2002
Retail Investment Advisor | 1993-1994

  • Carried out a leadership role for a new retail investment team
  • Supported efforts in managing institutional assets

COMPANY IJKL, Atlanta, GA
Vice President | 1997-1999
Assistant Vice President | 1996-1997
Retail Investment Advisor | 1995-1996

  • Executed significant initiatives in sourcing, identifying, and establishing new bank investment territory
  • Member of Fidelity Advisory Council from 1997 to 1999
  • Gained recognition as Fidelity Investments’ top producer (Wachovia) in Georgia in 1999
  • Member of GE Financial Multimillion Production Club from 1998 and 1999 as well as Putman Investments Golden Key Club from 1996 to 1999

COMPANY MNOP, Atlanta, GA
Account Executive | 1994-1995

  • Produced residential mortgages by soliciting loan referrals from various individuals, including real estate agents, attorneys, builders, and bankers
  • Achieved an average new loan production of $1M monthly of residential mortgages

COMPANY QRST, Atlanta, GA
Account Executive II | 1990-1993
Account Executive I | 1988-1990
Lead Generator | 1988

  • Assessed and identified clients’ unique communications needs and developed product packages to effectively support them
  • Expanded customer base and boosted annual renewals over previous representatives
  • Provided exemplary training to junior sales representatives regarding product sales and customer account management
  • Carried out superior leadership skills in managing national accounts
  • Developed and facilitated training program on sales techniques, skill development, and product knowledge for independent contractors
  • Executed consistent communication with existing and new potential business that produced leads for account executives
  • Served as a member of Achievers Club and Advisory Council from 1989 to 1991 and in 1993

OTHER EXPERIENCE

UVWX AUTO SALES, Decatur, GA
Co-Owner/Operator

  • Performed comprehensive identification and inspection of used cars to purchase for selling, leasing, and financing
  • Demonstrated expertise in owning and operating a small business

EDUCATION
Bachelor of Arts in Communications
XYZ UNIVERSITY, Bowling Green, OH

LICENSES

Series 7, 63, and 65 License
Life, Health, Fixed, and Variable Annuity License
Real Estate License in the State of Georgia (Soon to be Reactivated)

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