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Manager Property

Dallas, Texas, United States
August 17, 2019

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Analytical, detail-oriented, highly motivated and skilled financial professional with a sales, financial services and business intelligence background. Experience with both Waterfall and AGILE management methodologies. Seeking an opportunity that will allow me to bring my experience, and knowledge of business analytics and financial services and apply it within a leadership role with, allowing me to bring extreme value to an organization. Excellent multitasking and communication skills. Thrive both in a team environment as well as work well independently. Very deadline driven, excellent productivity with a high degree of accuracy. Proficient with trading equities, options, fixed income products, and private notes across many different trading platforms. Adept with SQL, SSRS & SSRS skills. Superb investigative and problem-solving skills.

Technical Skills

• Microsoft Office Suite

• Microsoft Dynamics CRM

• Salesforce CRM

• Bloomberg and Bloomberg Tradebook

• Reuters

• Morningstar

• Thinkpipes

• Tamarac Rebalancer

• Envestnet

• Qlikview




Licenses / Certifications

• FINRA Series 3,7,34,63

• Texas Real Estate License


Senior Trader March 2017 – Present

United Capital Financial Advisors – Dallas, TX

• Coordinate all trading for $24 Billion AUM for all product types including equity/ETF’s, mutual funds, options and a variety of fixed income products

• Led the campaign to bring trading in house rather than outsourcing saving the company upwards of $3mm annually

• Aggregate data and create business intelligence reports including trading activity, error reporting, dynamic position reports

• Collaborate with programmers to help create more dynamic and intuitive tools and processes for better workflow

• Gathered data and created business intelligence reports for the executive committee both monthly and on an ad-hoc basis Senior Trader May 2014 – June 2016

Summit Advisor Solutions – Dallas, TX

• Managed the trading of large volumes of Equity/ETF’s, options, mutual funds, fixed income, and private funds for money managers, hedge funds, and mutual fund companies often surpassing 100,000 shares and/or $100 million dollars

• Collaborated with programmers consistently in process improvement efforts

• Constructed and executed business intelligence reporting using SQL queries and SSAS reports in order to provide visibility on various initiatives including slippage, variances, reconciliations, drift, deposits and withdrawals, and many other company parameters

• Took part in developing systems, processes and procedures to track drift, slippage and money movement, supporting efforts in monitoring and mitigating risk

• Responsible for managing omnibus accounts, ensuring clearance, allocation of fund/shares, and EOD balance

• Oversaw efforts to manage drift, ensuring investment models were applied and observed accurately, as well as conducting root cause analysis for variance

• Conducted granular research and investigation concerning flawed procedures

• Remediated account deployment, executing model changes, and trading reconciliation procedures preventing revenue loss from trading errors

• Analysis – finding best price – arbitrage

Private Client Active Trader Account Manager Sep 2007 –Oct 2012 TD Ameritrade – Fort Worth, TX

• Assisted high net worth individuals (clients with $1 mil plus) who were also active traders with equity/ETF, advanced option, futures and forex trades

• Demonstrated advanced trading techniques, strategy, and analysis on an individual basis through TD Ameritrade’s advanced trading platform

• Instructed clients best trading practices on equity/ETF, advanced options, futures, and forex, to both newer brokers and clients

• Responsible for managing high net worth clients margin accounts including margin calls, margin trading, portfolio margining Regulation T restrictions, and settlement issues ensuring that all margin regulations were met

• Consistently exceeded quarterly and annual metrics

• 3 Time Presidents Club award winner for uncovering outside assets and influencing client asset transfers

• Responsible for ensuring overall firm compliance with statutes and regulations associated with investments and the stock market Realtor/Property Manager Aug 2006 – Present

Signature Leasing & Management – Dallas, TX

• Assist clients and potential clients with the purchase of residential, commercial and investment properties

• Perform showings, open houses and act as an assistant to ready clients with the sale of their home or investment property

• Prepare and execute contracts and necessary paperwork to expedite documents to the necessary persons

General Manager Jul 1998 – Jun 2006

Sipango – Dallas

• Oversee employee work in both front and back of house to ensure standards and procedures were compliant and consistent with company policy for a 15,000 square foot restaurant/night club that averaged between $6-8 million annually

• Reduced attrition significantly through team work and relationship building

• Scheduled nightly live entertainment

• Hired, trained, and managed a staff of 50-60 employees

• Conducted daily pre-shift meetings to ensure organizational effectiveness

• Managed over $2 million inventory in beverage program and maintained consistently a beverage cost of < 20%

• Budgeted food purchases therefore reducing costs from over 30% to below 25%



Richland College – Dallas, TX

Business Management

University of Texas – Austin, TX

SQL Server Business Intelligence Development

Colaberry School of Data Analytics


Available upon request

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