Key Contributions:

• Ranked consistently nationwide as the top trader in monthly profits among thirty new hires.
• Providing high-quality order execution to various sales traders and product departments throughout the Maven Securities group.
• Creatively developing and implementing short and long term sales and trading strategies to achieve revenue growth goals.
• Constantly monitoring client account activity and identify any significant changes in activity on a month-to-month basis. 
• Maintaining an approved broker list and setting annual commission targets per broker.
• Accurately following client instructions while executing equity orders as presented by clients in a timely manner.
• Reviewing execution transactions to ensure accuracy of the information and to ensure trades conform to regulatory requirements of governing agencies.

Key Contributions:

• Proactively maintained and managed client relationships by frequently making relevant calls and visiting clients increase trade activity.
• Provided quarterly updates on business strategy on client engagement regarding new and existing accounts, potential clients, and revenue impact.
• Continuously monitored and conveyed market color, trading ideas, news, and data on the current financial market to clients.
• Coordinated “holistic” account coverage by working closely with WON research sales personnel assigned to specific clients.
• Pro-actively shared ideas with other traders and research sales department to maximize exposure to client accounts.
• Assisted in evaluating and implementing technological tools to improve ONS trading and execution processes.

Graduated with Honors

The 2007 Academic Excellence Award winner

3.9 GPA