Management Sales

David R. Kerr III

** *. **** **. • Skaneateles, NY 13152

315-***-**** Cell • *****.*******@*****.***

Highly talented and accomplished entrepreneur with very diverse background holding a CFTC Series 3 and 34 and FINRA Series 7 and 63 with proven analytical skills that have earned trust and credibility with peers, clients, staff and management. Exceptionally well-organized with a track record that demonstrates self-motivation, creativity, and initiative to achieve both personal and team goals. Utilize background in Business Management, Analysis, Project Management, Accounting and Reporting to directly impact the bottom line. Dynamic leader with superior interpersonal skills, capable of resolving multiple and complex (sales, human resource, legal, financial, operational) issues.

PROFESSIONAL EXPERIENCE

Owner/Operator

SaltFit Skaneateles Skaneateles, NY February 2013 – Present

Revamped and resurrected struggling local fitness facility to create a viable and successful business. Developed comprehensive fitness and wellness program for all ages based on functional movement – from children 8 years of age to adults 65 years of age with a focus on accessibility and longevity of each individual client. Created a practical and sustainable lifelong wellness program for members and entire village community.

●Doubled gym membership within 6 months of start-date

●Developed and expanded traditional gym membership model and offering to include diet/supplement plans/consultation, summer student-athlete programs, paddleboard rentals/lessons

●Created and hosted various fitness events and fundraisers to support local community and causes

●Coordinated and executed daily operations, class scheduling/coaching, accounting and finances, cleaning, and personal training sessions

Creator/Chief Operating Officer

Thrill Sleds, Inc. South Windsor, CT March 2005 – Present

Led the creation, development, planning, organization, and execution for a new, market-ready recreational product. Provided feasibility consultation to top-tier managers and executives for consideration of the addition of a 7-figure product venue to be used at year-round ski resorts to provide recurring revenue generation.

●Participated in the scheduling, coordination and execution of the “Sledding the Americas ’07 Tour”, a nation-wide sales tour

●Held meetings with over 250 upper-level mountain personnel, managers and executives at over 75 different resorts across the US and Canada in a 5-week time frame while adhering to firm budget requirements

●Successfully communicated technical and non-technical marketing, promotional and operational materials to audiences from various functional areas of the resort business

●Prepared comprehensive financial profiles to help establish cost analyses and accurate revenue projections to determine economic feasibility for each individual prospect

●Led and managed a team to successfully build and assemble complex, high-performance sleds while maintaining strict quality and time commitments

Vice President - Trading July 2010 – April 2013

Centro Markets, NY, NY

Integral role in developing FX trading algorithm for privately managed accounts. Monitor/review daily algorithm transactions and volume across 16 currency pairs while actively hedging firm exposure. Communicate daily market analyses with partners, liquidity providers and clients. Recognize and implement necessary adjustments to trading algorithm in coordination with overall firm risk-management objectives.

●Realized 86% return over the course of the past year, placing over 32,000 total trades

●Concepted, created and wrote programming for current iteration of live-trading algorithm

●Constantly monitor market activities in-line with algorithm performance and adjust algorithm accordingly to market developments on a real-time basis

●Liaise with new and existing clients on a daily basis

Market Strategist April 2008 - June 2011

GAIN Capital Group, LLC. NY, NY

Analyze and disseminate annual reports, summarize research materials, and conduct analyses of market trends for globally recognized, U.S. – based forex dealer. Effectively communicate/utilize advanced trading psychology, account/risk management principles, and fundamental/technical analyses principles to earn and enhance trust and establish a loyal trading partnership between the client and the firm.

●Received fastest promotion in company history – within 4 months of hire

●Carry out intra-day trading of Currencies, Equities, Futures, Options, CFDs, NDFs, Forwards, and Commodities utilizing trend and product analyses and short-term strategies to increase profitability

●Dealt exclusively with experienced, high-net-worth and high-volume clients

●Converted and retained an average account value over $460,000 per month in the first year of employment (over $5.5 million raised)

●Returned a 73% year-to-date in live FX trading account

●Returned 23% year-to-date in live equities account

Trader

A&F Financial Securities, Inc. Wantagh, NY August 2007- April 2008

Establish and manage new customer/client accounts at a full-service investment firm. Generate, develop and execute short and long-term investment strategies customized to meet client/firm needs in a market-conscious, profit-driven environment. Apply a “roll-up-your-sleeves” work ethic to obtain consistently above-average return and performance.

●Obtained both Series 7 and 63 licenses within 5 weeks of starting

●Supported partner in company in management of $20 million portfolio

●Executed transactions in involving mutual funds, stocks, bonds and options for high to medium net worth clients using institutional sales trader, floor brokers, and various ECN’s

●Utilize market trends, technical and fundamental analysis, hedging strategies and risk management to provide a 2% average monthly return

●Calculated portfolio valuations, average cost of portfolio holdings, total percentage of assets invested, as well as other financial reports and Excel spreadsheets for partner/clients

Management Consultant

Self-employed New Britain, CT May 2005 – May 2007

Provide business consultation for local companies, including the construction of a comprehensive business plan, the identification and recruitment of key personnel, and the preparation for the release of new products and services to the consumer market.

●Developed a working foundation for an in-depth business plan/analysis for a not-for-profit 501 (c)(3) corporation specializing in the alternative therapeutic care industry

Created a three-phase financial pro-forma for the construction of a $4.2 million facility

Conducted market analysis survey enabling additional demographic penetration by over 55,000 new customers

Developed extensive fundraising campaign to finance construction and establish future endowment

●Identified, developed and reorganized 10 additional key management personnel to implement new strategies

●Interfaced with over 35 Executive Directors of local community programs to establish new strategic alliances

●Presented progress weekly and monthly to top-level management, CEO, CFO and Board of Directors

●Worked in close conjunction with management consultant on developing additional business plans for multiple other industry-specific start-ups

EDUCATION

BS Finance, Investments concentration • Central Connecticut State University, Dec. 2006

Notable Achievements

●Received the 2005 and 2006 School of Business Dean’s Award

●Served as the 2005-2006 President of the Central Connecticut State University (CCSU) Finance Association

●Led team of CCSU students at the 2005 and 2006 St. Paul Traveler’s Financial Case Competition

●Led the CCSU Students in Free Enterprise (S.I.F.E.) “Rookie of the Year” team at the 2005 Regional Competition

●Established a presentation/workshop series featuring the leaders of major corporations on behalf of the CCSU School of Business

●Successfully pursued funding ($18,000) from the Student Government to facilitate expansion of CCSU hockey team

●Recruited and played both hockey and soccer at CCSU

Credentials and Technical Skills

Licenses: Series 7, 63, 3, 34

Bloomberg Registered and Competent

Computer Knowledge and Experience

ACT!, SalesForce CRM, MS Word, Excel, Access, PowerPoint, Publisher

Language Experience

Proficient in Spanish; functional German

Extensive International Travel Experience

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