Manager Insurance License
Resume:
Alton Crooks, MBA ** Carrell Road . Randolph, NJ *7869 .
(
***********@*****.***
[pic]
Extremely focused and disciplined professional seeking to build a career as
a leader within a progressive, financial organization. Along with a
professional background as an equity research analyst, financial analyst
and financial advisor, I am a self starter that possesses an uncompromising
work ethic and thrives in a pressure-cooker environments.
[pic]
CAREER TRACK
ECHO TRADE New York, New York
Proprietary Equity Trader 2008 - Present
Trade equities listed on the New York Stock Exchange (NYSE).
. Successfully completed the 8 month Internal Trading Program.
Impressed senior manager by being the only junior trader out of 15 to
develop and execute a comprehensive trading plan.
. Awarded an increase in buying power based upon high-level performance
and job competence by applying a disciplined money management trading
philosophy realizing a strict adherence to 3:1 risk/reward ratio.
. Currently being mentored by a veteran market specialist and a senior
equity trader which is significantly enhancing my overall trading
strategy. Learning the importance of money management, trading
philosophies and the risk/reward associated with the implementation of
plan.
. Technical utilization of trading techniques includes: Multiple Time
Frame Analysis, Buying and Shorting through Figures and Large Size
Strategy, Market Indexes and Sector Analysis, OPG/MOC Strategies,
Weighted Average Moving Averages Crossover System and the company's
proprietary version of Sterling Trading Pro.
. Immersed in the monitoring of news and market conditions which is
providing the opportunity to sharpen technical analysis and due
diligence skills.
Merrill Lynch Florham Park, New Jersey
Financial Advisor 2007- 2008
Dual reporting to the Office Manager and Regional Manager. Provided
consultative money management and financial planning services to high net
worth clients as well as middle market and large corporate businesses.
Products included: 401(k) / 403(b) platforms, Defined Benefit Plans,
Insurance, Commercial Lending Options, Trust and Estate Planning,
Corporate Cash Management Services, Investments and Foreign Exchange Risk
Management.
. Enrolled into Merrill Lynch's "Paths of Achievement" Broker
Development Program.
. Market concentration - 75% medium sized for-profits and non-profits,
20% small businesses and 5% focus on large size companies. Conducted
investment seminars and presented information to the Board of
Directors or CFO's respectively.
. Created a robust pipeline of referrals resulting in $12MM in new
investments within one year.
. Gained extensive cross-selling techniques through self-directed
learning of the intricate details of various financial products.
. Obtained Series 7, Series 66, NJ Insurance License.
ALTANA PHARMA US, INC. Florham Park, New Jersey
Financial Analyst 2006
Reported to Department Head, Budget and Financial Analysis. Performed
financial analysis and modeling, contributed to the forecasting and budget
setting process, tracked business results and cash flow, managed files in
ORACLE Financial Analysts (OFA) and formatted and posted monthly
comparative budget reports.
. Performed an in-depth expenditure analysis of the Sales Team.
Identified, documented and reported cost saving metrics to senior
management enabling them to reduce costs.
FARMHOUSE EQUITY RESEARCH Miami, Florida
Equity Research Analyst 2003-2005
Reported to Managing Director. Performed financial modeling for mergers
and acquisitions, conducted due diligence on new research products.
. Identified and interviewed various commercial corporate suppliers and
competitors of target public companies. Performed due diligence
pertaining to the individual circumstances of each company.
. Joined Farmhouse Equity Research as a paid internship during Graduate
School.
[pic]
EDUCATION
MBA - Finance and Legal Studies May 2004
University of Miami School of Business Coral Gables, Florida
B.S., Finance, Minor - Information Systems August 1998
Susquehanna University Selinsgrove, Pennsylvania
[pic]
CERTIFICATES LICENSES ASSOCIATIONS
Series 7, Series 66, NJ Insurance License
CFA Candidate (sitting for Level II exam in June 2010)
New York Society of Security Analysts (NYSSA)
Securities Traders Association of New York
Toastmasters International
[pic]
Contact this candidate