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Trading and portfolio management leader with a consistent, proven track record of exceeding job goals.
Nearly four years of valuable, hands-on experience successfully placing and executing trades.
Outstanding leadership and communication skills to build and grow relationships with key stakeholders.
Stellar understanding of financial concepts such as NPV, IRR, ROI and ROE, among others.
Solid time management, attention to detail and organizational skills, including prioritizing tasks.
Proficient with Microsoft Outlook, Word, Excel and PowerPoint.
Associate Portfolio Manager, Dr. A. Gary Shilling & Co., Inc. Jan. 2016-Present
Showcase strong leadership skills while managing a portfolio, including placing and executing trades.
Build and maintain rapport and relationships with colleagues and other key stakeholders to meet objectives.
Demonstrate strong listening, verbal communication and interpersonal skills while working with clients.
reports and play an integral role completing key research functions.
Equity Trader, T3 Trading Group New York, NY July 2013-Jan. 2016
Led a self-directed long/short trading account with daily risk of $100,000 focused on U.S. equities and options.
Leveraged fundamental and technical knowledge of trading to achieve performance goals.
Adjusted and implemented different trading strategies based on the market conditions at the time.
Used Level II and real time charting for intraday trading operations.
Bachelor of Arts (BA), History, University of Virginia; earned 2012
Student-Athlete: (NCAA Division I Men s Lacrosse), made playoffs all four years:
> 2012 Atlantic Coast Conference (ACC) Honor Role.
> 2011 Men s Lacrosse National Champions.
> 2010 ACC Tournament Champions.
Athletes Committed to Education (ACE) Program; taught fourth grade students over four years.
Member, Delta Kappa Epsilon Fraternity.
Digital Media Sales Analyst Intern, Verizon; Summer 2011:
> Supported digital media colleagues, including Vice President and Head of Sales and sales and marketing staff.
Certificate of Completion, McIntire Business Institute, McIntire School of Commerce
Learned Accounting, Finance, Marketing, Business Management and Economics during this one-year program.
Hold a Series 56 License
4th Grade Lacrosse
Coach Madison, XXXXXX
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