DANIEL CREGG
** ******** **** ( Patchogue, New York 11772 ( 631-***-**** ( Cell: (917)
******@***.***
SALES, CLIENT RELATIONS & BUSINESS DEVELOPMENT
- Aggressively Develop New Markets, Generate Business, Expand Customer
Base...
- Articulate communicator, Strong Liaison and Negotiator...
Successful background in sales, account management, high-caliber
presentations, negotiations, closings and leadership within the investment
arena - open to industry. Career track of assessing client needs, building
relationships, and selling solutions. Identify and capitalize on market
opportunities, increase sales and visibility through mutually beneficial
business alliances. Rapidly learn new business environments, possess high
sales and service standards, and deliver immediate and long-term financial
results. Core competencies:
Prospecting/New Business Development ( Sales Plan & Strategy Development (
Solution-Focused
Account Service ( Presentation & Negotiation ( Key Account Management ( New
Product Launch
Presentations ( Competitive Market Share & Product Positioning ( Product
Knowledge & Lifecycle Management ( Corporate Culture & Vision ( Team
Training & Development
TRADING EXPERTISE
( Traded commodities negotiated large volume trades, interpreted market
direction to banks and brokerage houses, transposed trades, and ensured
customer statements were accurate.
( Managed international trading operations, identified goals, defined
asset allocation, and portfolio construction and implementation.
( Executed and settled non-dollar transactions on international desk.
( Customer base composition exposure includes: institutions, retail
investors, money managers, banks, broker-dealers, hedge funds, private
client groups, and off-shore accounts; used due diligence when executing
orders; traded newly issued and listed IPOs.
( Implement risk management components for traders - during/outside
U.S. market hours.
( Opened relationships with foreign broker-dealers, exchanges, and
banks; enabled U.S. clients to deal abroad competitively; followed all
U.S. regulatory issues and clearing standards.
( Researched and selected new trading technologies enhancements.
( As member of senior management team, represented international
trading to enhance strategy, technology upgrades, compliance, and
operational issues.
( Served on management committees - reduced trading costs, streamlined
trade execution and settlement, technology budgets, salary structure, and
bonus allotments.
( Recruited, trained, and supervised trading teams.
PROFESSIONAL EXPERIENCE
CAPITAL PLUS INC. / POWER INVEST INC. Sao Paulo, Brazil - New York, Trade
Consultant
Created market strategies and research development for a new investment
company based in Brazil. . Implemented risk management and solutions
for a newly developed Robotic trading system.
(November 2010 to July 2013
)
STONE AGE ASSET MANAGEMENT INC. Sao Paulo, Brazil - Boca Raton, Florida
Sales/ Trade Consultant
STEVEN PLACE TRADING INC. New York, Commodity Broker, NY Board of Trade
(2005 to 2008)
JT FUTURES New York, Commodity Broker, New York Board of Trade (2002 to
2005)
HIGH GRADE TRADING New York, Commodity Trade / Co-Owner (1997 to 2002)
BCJ TRADING New York, Commodity Broker (1995 to 1997)
ASSOCIATIONS
New York Board of Trade
National Floor Brokers Association