
American
Economics
Languages: English
15 years experience in investment management
Northern Advisors LLC
Principal
Northern Advisors is an investment research firm which provides analysis on the futures, currency and equity markets. Strategies include: risk management, hedging and speculation. Clients include: Professional Traders & Financial Institutions
Braymore Oak Brokerage
Introducing Broker Commodities Broker - Supervised 2 junior brokers and 1 trade clerk.
Optima Investment ResearchTechnical Analysis Research Sales
Executed marketing strategy. In first 12 months with the firm, sales increased by 10%.
Opened an Optima account for Federal Reserve proprietary traders in New York.
Morgan Stanley
Investment Assistant
Member of 4 person unit in PCS Private Client Services division.
Executed trades in equity, options & short-term debt
Dean Witter, (prior to Morgan Stanley merger)
Assistant
Member of retail brokerage division.
Produced & managed promotional seminars.This averaged the second highest amount of new client deposits per month over a 1 year period in a Dean Witter branch with over 50 brokers.
Job objective Investment industry, Management