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Sales Manager

Westminster, CA
June 18, 2018

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James Whyte +1-714-***-****


I am a Foreign Exchange subject matter expert and organizational leader with more than 26 years of progressive experience within bank, broker and software development organizations. I have successfully led departments (including trading, sales, marketing, operations) and have worked closely with compliance and regulators. I have demonstrated ability to collaborate with IT to develop applications and platforms that enhance client experience and dealing functionality. I enjoy mentoring young professionals and strive to build an atmosphere that fosters integrity and develops leaders.

Core Qualifications

Foreign Exchange Trading Manager Risk Manager

Market Expert Hedging Strategist

Compliance Partner Bank/Counterparty Relationship Manager

Department Head Mentor


Streamlined financial operations across departments (including recommended management changes) by redefining proper use of personnel, resources, financial technology programs and implementing monetary and compliance controls in order to maximize profitability and comply with jurisdictional requirements.

Coordinated with government regulators during audits. Achieved a level of zero unresolved client issues in NFA audit, through implementation of strict pro-customer policies and heavy involvement with compliance and accounting departments.

Successfully initiated Sales and Marketing strategies during startup and launch of new technology company, including hiring of international teams in multiple global offices. Impact: Distinguished PrimeXM as the premier technology company in the space.

Generated record profits for the Bank by instituting a communication and cooperation program among four different domestic sales desks. Impact: Increased North American corporate desk profits 70% YOY.

Developed and cultivated relationships with buy-side institutional clients at C-Level. Impact: Revenue increase of $50 Mio YOY.

Created an atmosphere of integrity, teamwork and efficiency by leading teams and mentoring individuals in an exploding financial and technical environment.


Senior Financial Markets Consultant Jan 2018 - Present

Independent Consultant in a variety of areas, including FX Risk, Sales, Marketing, Operations, Relationship Management, and Compliance.

MEX Technology Corp. CA (Part of MEX Group Worldwide HK) 2016 to 2017


Set up and managed global relationships with clients, bank counterparties, technology vendors, etc.

Consulted with CEO regularly to discuss sales, marketing and risk strategies.

Successfully set up and managed trading desk in Beijing for the largest licensed FX broker in China.

James Whyte +1-714-***-****

FXRISK, Huntington Beach, CA 2003 to 2017

President & Registered CTA

Delivered sound financial and operational recommendations, including risk management, technology solutions, client analysis, liquidity relationships, treasury and compliance controls to streamline operations and maximize profitability for international financial companies.

Strengthened market position and led sales teams to implement sales and marketing strategies in order to foster growth in the industry.

Audited P&L statements and documented processes and procedures across departments.

Boston Technologies/Boston Prime, Boston, MA (Remote from CA) 2012

Senior Business Intelligence Specialist

Collaborated with IT team to develop working platforms for clients.

Successfully established and maintained relationships at C-Level in order to build mutually beneficial business strategies.

PrimeXM GmbH, Zurich, Switzerland 2010 to 2012

Head of Sales & Marketing

Successfully initiated sales and marketing campaigns (targeting FX Companies, banks, ECNs, etc.) from product launch. Impact: Distinguished PrimeXM as the premier technology company in the space.

Worked with IT to develop product according to client needs

FOREX LIQUIDITY, LLC, Santa Ana, CA 2005 to 2007

Risk Manager/Head Relationship Manager

Advised CEO, led policy discussions regarding trading risk, technology needs, sales and marketing strategies, monitored departmental performance and directed department heads and teams.

Created an atmosphere of integrity, teamwork and efficiency by leading teams and mentoring individuals in order to build paths of communication across departments.

Successfully managed trading desk. Impact: Revenue of $88 Mio in 2007.

Significantly contributed to achievement of a level of zero unresolved client issues in 2007 NFA audit, through implementation of strict pro-customer policies.

FX FIRST, INC., Newport Beach, CA 2001 to 2003

CMO/Trading Manager

Created successful marketing campaign which landed a $2 Mio client within two months.

Effectively managed a staff of 50+ both domestically and internationally.

BANK OF AMERICA, Los Angeles, CA 1994 to 2001

Vice President/Manager 24 Hour Trading/Sales Desk

Administered a program of transparency and communication between and among North American sales desks, producing record results. Impact: Doubled P&L YOY.

Developed one of the largest overnight order desks in Foreign Exchange banking, with over 1,200 orders being monitored per day – in all tradable currency pairs.

Maintained relationships with buy side corporate treasurers, and facilitated communications between each of them and their respective internal representatives.

Affiliations: Registered CTA – Series 3, National Futures Association (NFA) 2003 to 2015

Education: Bachelor of Arts University of California, Los Angeles Economics 1989

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