Phone: 516-***-**** Email: email@example.com
I am a self motivated and hard working finance professional with over 4 years experience in equities trading, research, and market analysis. I am comfortable handling multiple projects at once and working in time sensitive and high pressure situations. My strengths include the ability to adapt to any situation and take on a variety of different roles.
Equities Trader, Trillium Trading LLC
• Independently buy and sell NASDAQ, NYSE and Amex securities using a variety of strategies including:
Order Flow Analysis, Technical Analysis, sitch trading, relative strength, economic data announcements, and paired trading
• Perform individual stock, sector, and economic research utilizing a variety of news sources.
• Generate trading “baskets” used to identify stocks/sectors in play and applying correlating trading opportunities
• Work with younger employees in an advisory capacity
Operations and Portfolio Intern, Pro Fund Advisors LLC
• Processed platform trades with operations group for all funds
o Totaling buy and sell orders from various platforms to be used by portfolio managers
• Responsible for tracking competitor asset levels
• In charge of all internal fulfillment requests
• Prepared marketing packets for Trade Shows and Financial Advisors
• In charge of assembling and distributing necessary forms and applications to institutional and individual investors
Intern, Morgan Stanley Inc Jericho NY Branch
Summer of 2004
• Performed fund and bond research for Financial Advisors
• Screened available fixed income products for clients
• Creating investment portfolios of Mutual Funds for clients
Education and Certifications
B.S. from University of Maryland
Double Major in Finance and Logistics
Successfully Completed Honors Program
Series 7 and Series 55 Licensed
Took CFA Level 1 Exam in December and currently awaiting results
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