Management Process Improvement

Kelly Patrick

Email: *********@********.***

Address: **** ********** ***

City: Clearwater

State: FL

Zip: 33760

Country: USA

Phone: 727-***-****

Skill Level: Experienced

Salary Range: $50,000

Willing to Relocate

Primary Skills/Experience:

See Resume

Educational Background:

See Resume

Job History / Details:

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KELLY Q. PATRICK

1974 Brookstone Way, Clearwater, FL 33760

*********@********.*** / 727-***-****

OBJECTIVE

Seeking a full-time, evening position within a reputable firm with growth opportunities.

EXPERIENCE

Lake Street Trading, Inc Prop Trader

March 2012 September 2012

Multistrategy trading style means flexibility and adaptability

Focus on intraday small and micro-cap breakout and large cap trending

Actively assist in analysis of investment data for decision making

Technical and news/PR driven strategy

48.3% win ratio

Provided risk capital to implement trading strategy

WikiWealth.com - Partner

January 2012-Present

Responsible for content management of WikiWealth.com

Increase site traffic by 10% via an email marketing campaign and social media outlets

Co-founded WikiWealth Capital Management to provide professional asset management services to accredited and qualified investors and professional research reports

Created offering documents and questionnaire for in-house fund

Experience networking with venture capital and angel investors

Collaborating on android application to enable users to research and contribute from anywhere they have a cellular signal

Fidelity Investments - High Opportunity Service

August 2011- January 2012

Assisted clients with new accounts or those determined to have significant outside assets

Exceeded lead generation goals of 30 guidance leads and 10 trading leads

Received verbal recognition from clients and company directors for exceeding client expectations

Focused on adding value for clients while creating a deeper, and stickier relationship with Fidelity

Process Improvement Ambassador

March 2011 January 2012

Conducted weekly meetings to provide team with process improvements, suggestions and management feedback

Reduced redundancies while improving efficiencies in front-office applications

Reduced long-term costs to the firm by streamlining representative;s software, policies, and procedures which improved speed and accuracy of trade capture and service requests.

High-Efficiency Service

October 2010-August 2011

Assisted Clients with assets less than $50,000 or determined to have no significant outside assets

Obtained multiple instances of positive client feedback

Earned Error-Free trader recognition

Earned Excellence in Action for teamwork and collaboration as Process Improvement Ambassador

Core Service

November 2008-October 2010

Serviced clients from all market segments and branch advisors

Account creation and maintenance for clients who do not have account executives

Focused on enhancing relationships throughout the firms target market while building loyalty to Fidelity via a superior customer experience

Accepted role of Brokerage Ambassador on core service team

EDUCATION

Florida State University

December 2007

Bachelor of Science in Finance

Bachelor of Science in Management

Florida State University December 2006

Bachelor of Science in Multinational Business

CERTIFICATIONS/ ORGANIZATIONS

Candidate in Level 2 Chartered Financial Analyst (CFA) program

Level 2 Exam date: June 2013 Candidate

CFA Society of Jacksonville Affiliate membership

March 2011 June 2012

Series 63 Uniform Securities Agent

January 2009 - January 2012

Series 7 General Securities Representative

January 2009 January 2012

Certified Hedge Fund Professional (CHP) Designation

Hedge Fund Group - December 2011

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