Seasoned financial professional with over 40 years experience, retired since August 2019. Skilled in trading operations and order management, I excel in building relationships and mentoring teams. Proven ability to develop strategies that drive revenue growth while ensuring compliance. Recognized for effective communication and adaptability in fast-paced environments.
Traded and managed specialized financial products ensuring compliance and accuracy in transactions
Monitored market trends and developed strategies to capitalize on potential opportunities.
Mentored junior traders in best practices for successful trading techniques, improving overall team performance.
Developed and maintained strong relationships with industry contacts for market intelligence.
Promoted investment products to financial advisors and institutional clients.
Delivered market and product knowledge to support invest decisions.
Managed sales efforts and maintained client accounts.
Marketed and sold investment products ensuring alignment with client needs.
Built and maintained key relationships with financial professionals.
Provided detailed product education and sales support.
Promoted and distributed financial products to advisors and institutions.
Supported sales initiatives through market research and client education.
Assisted in developing strategic sales plans.
Developed a deep understanding of various investment products for effective communication and promotion to financial professionals.
Ensured consistent revenue growth by proactively managing pipelines, lead generation, and follow-up activities.
Worked effectively in fast-paced environments.
Skilled at working independently and collaboratively in a team environment.
Organized and detail-oriented with a strong work ethic.
Managed time efficiently in order to complete all tasks within deadlines.