LiveCareer-Resume

stockbroker resume example with 4+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Summary

Knowledgeable Stock Broker with demonstrated experience managing high-value accounts, conducting market analysis and providing sound financial advice. Offers talents in sourcing new clients through cold calling, maintaining composure in stressful situations and pressured issues. Enterprising Trader with four years of experience buying and selling for $300,000. Detail-oriented worker with a commitment to cost effectiveness and knowledge of financial work. Adept at being fast and efficient under pressure. Intelligent Head Trader offering proven track record of increasing assets while minimizing risk for high net worth clients. Knowledgeable in diverse brokerage operations, junior team member training and client communications. Hands-on, client-oriented banking professional implements creative investment strategies. Dedicated to continuous improvement of modeling and statistical analysis. Background includes working with gas, oil and electricity derivatives to maximize efficiency and profits. Successful at balancing energy distribution, forecasting needs and building long-lasting trading relationships. Data-driven, responsible and compliant with NERC and FERC regulations. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth.

Skills
  • Records Management
  • Price Analysis
  • Verbal and Written Communication
  • Contract Negotiation
  • Trading Strategization
  • Price Negotiation
  • Critical Thinking
  • Sarbanes-Oxley
  • Financial Reporting
  • Digital Currencies
  • Customer Service
  • Regulatory Compliance
  • Market Trends Analysis
  • Cost Calculations
  • Cost Evaluation
  • Prospecting and Networking
  • Bloomberg Terminal Proficiency
  • Bloomberg Professional Proficiency
  • Trading Options Expertise
  • Negotiation Trained
  • Certified Professional Trader
  • Certified Technical Analyst
  • Commodities Trading
  • Computer Skills
  • Stock Market Terminology
  • CRM Software
  • Team Collaboration
  • Stock Trading
  • Coaching and Mentoring
  • AMLS Procedures
  • Client Interviews
  • Commodities Pricing
  • Short Selling
  • Project Management
  • Financial Planning
  • Data Gathering
Experience
Stockbroker, 02/2021 - Current
Care New England Health System Warwick, RI,
  • Conducted market research to remain up-to-date on laws, regulations and margins.
  • Supplied knowledgeable, objective equity and fixed income guidance with customized strategies to clients.
  • Utilized mean-variance optimization to determine best products to match client investment goals, constraints and risk tolerance.
  • Collaborated with engineers and traders to identify and implement new trading strategies and improve current initiatives.
  • Executed equity, option, mutual fund, UIT, fixed income and alternative investment trades.
  • Executed complex options orders.
  • Analyzed daily margin calls and partnered with representatives to take necessary actions.
  • Mentored junior traders on strategies and best practices.
Server Administrator, 10/2020 - 10/2021
Carlson Minneapolis, MN,
  • Installed and supported hardware and software for desktops, servers and printers.
  • Managed employee access, security roles and permissions.
  • Performed routine troubleshooting and network monitoring.
  • Worked closely with end users to solve problems related to hardware and software.
  • Provided troubleshooting and testing to support network.
  • Supported various operating systems and server technologies.
  • Supervised configuration of local area network, wide area network and corporate Internet system.
  • Monitored system upgrades, patches and new configurations.
  • Liaised with network team to configure, implement and administer LAN and WAN components.
Office 365 Administrator, 03/2019 - 02/2021
Microsoft City, STATE,
  • Diagnosed, troubleshot and resolved hardware and system problems.
  • Performed data backups and disaster recovery operations.
  • Monitored network performance to determine adjustments needed.
  • Provided effective resolutions to issues and escalated problems with knowledgeable support and quality service.
  • Installed security software to protect networks.
  • Designed, configured and tested computer hardware and operating system software.
  • Kept flexible schedule and resolved after-hours and weekend emergencies quickly and accurately.
  • Increased system security and performance with proactive changes.
Education and Training
Bachelor of Science: Computer And Information Sciences, Expected in 05/2020
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Massachusetts Institute of Technology - Cambridge, MA
GPA:
Status -
Bachelor of Science: Engineering Mechanics, Expected in 05/2020
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Massachusetts Institute of Technology - Cambridge, MA
GPA:
Status -
Associate of Science: Medicine (Pre-Medicine), Expected in 03/2023
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Harvard University - Cambridge, MA
GPA:
Status -
GED: , Expected in 03/2023
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Harvard University - Cambridge, MA
GPA:
Status -
High School Diploma: , Expected in 03/2023
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Harvard University - Cambridge, MA
GPA:
Status -
Languages
English :
Full Professional:
Negotiated :
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Urdu :
Native/ Bilingual:
Negotiated :
:
Hindi :
Native/ Bilingual:
Negotiated :
:
Hungarian :
Native/ Bilingual:
Negotiated :
:
French :
Full Professional:
Negotiated :
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German :
Full Professional:
Negotiated :
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Italian :
Full Professional:
Negotiated :
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Dutch :
Full Professional:
Negotiated :
:

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Resume Overview

School Attended

  • Massachusetts Institute of Technology
  • Massachusetts Institute of Technology
  • Harvard University
  • Harvard University
  • Harvard University

Job Titles Held:

  • Stockbroker
  • Server Administrator
  • Office 365 Administrator

Degrees

  • Bachelor of Science
  • Bachelor of Science
  • Associate of Science
  • GED
  • High School Diploma

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