Summary
Overview
Work History
Education
Skills
Timeline
Generic

Amy Jones

Gilbert

Summary

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.

Overview

35
35
years of professional experience

Work History

Special Products Trader

Hilltop Securities Inc.
02.2001 - 08.2019

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.



Inside Wholesaler

ING Funds Distributor Inc.
03.2000 - 02.2001

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.



Inside Wholesaler

Reich and Tang Distributors Inc.
11.1995 - 03.2000

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.



Inside Wholesaler

Bear Stearns and Company Inc.
07.1993 - 10.1995

Promoted and distributed financial products to advisors and institutions.


Supported sales initiatives through market research and client education.


Assisted in developing strategic sales plans.


Inside Wholesaler

Nike Securities (First Trust)
06.1992 - 06.1993

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.

Unit Investment Trust Trading Desk

Paine Webber Inc.
01.1985 - 03.1992


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.

Education

Certificate of Technical Studies - Medical Secretary

Youngstown Business College
Youngstown, OH
06-1977

High School Diploma -

Chaney High School
Youngstown, OH
06-1975

Skills

  • Order management
  • Trading operations
  • Customer service
  • Marketing strategies
  • Teamwork and collaboration
  • Problem-solving
  • Multitasking Abilities
  • Reliability
  • Excellent communication
  • Effective communication
  • Adaptability and flexibility
  • Verbal and written communication
  • Self motivation
  • Adaptability

Timeline

Special Products Trader

Hilltop Securities Inc.
02.2001 - 08.2019

Inside Wholesaler

ING Funds Distributor Inc.
03.2000 - 02.2001

Inside Wholesaler

Reich and Tang Distributors Inc.
11.1995 - 03.2000

Inside Wholesaler

Bear Stearns and Company Inc.
07.1993 - 10.1995

Inside Wholesaler

Nike Securities (First Trust)
06.1992 - 06.1993

Unit Investment Trust Trading Desk

Paine Webber Inc.
01.1985 - 03.1992

Certificate of Technical Studies - Medical Secretary

Youngstown Business College

High School Diploma -

Chaney High School
Amy Jones