Microsoft Office Financial Advisor

TOM LINKER

**** ********* ****, *******, *** York 917-***-**** ********@*****.***

QUALIFICATIONS

Expert in portfolio and risk management. Fully licensed.

Built updated and enhanced trading programs

Understanding of life, health insurance products and retirement planning.

Knowledge of Microsoft Office, Word, Power point, Pivot Tables and VBA

Excellent interpersonal communication skills, built proven successful teams

EXPERIENCE

TRADING OPERATIONS SPECIALIST

Schottenfeld Group, Trader, Order Executioner, New York, NY, April-Present.

Identify opportunities in the financial markets using various strategies.

Managed 5 million dollars of firm capital in long and short term investments.

Executed orders manually and verbally, maintained daily/monthly/P@L records of firm

Utilized fundamental and technical analysis to manage firm capital.

Chimera Securities, Equity Trader, New York, NY, December 2010-April 2015

Wrote and used various programs to execute trades tailored to trending markets

Maintained constant research using spreadsheets on stocks and sectors that are in play or mispriced with maximum profitability and minimum volatility

Used various hedging techniques to maximize exposure.

Built book of business in the high yield income energy markets

Reviewed daily, monthly, and quarterly reports from Bloomberg, conference calls and company statements.

Madison Fund, Equity and Commodities Trader, New York, NY, January 2007- November 2010

Specialized in building trading programs built for speed and execution. Strategized to take advantage of rule changes.

Constantly monitored risk, while performing analytical studies on oil and gas portfolio. Made up to 70 trades a day based on technical and fundamental analysis.

Established risk tolerance and tailored portfolios to market and volatility

FINANCIAL ADVISOR

JPMorgan Chase, Personal Banker, New York, NY, December 2005- January 2007

Managed customers portfolios and serviced relationships in the community.

Applied market and securities knowledge to sell financial products

Worked with small businesses on how to grow and maximize lines of credit

Opened and maintained a full range of retail accounts and services

Morgan Stanley, Financial Advisor, New York, NY, December 2004-August 2005

Consistently followed company research and products and conveyed information to suitable investors

Specialized in retirement planning, portfolio management, and analysis of market trends

Developed and executed short and long-term financial strategies customized to meet client needs

Oppenheimer & Co., Financial Advisor, May 2003-December 2004

Assessed diverse market trends and disseminated the information to approximately 100 potential clients daily

Evaluated and made recommendations to clients in order to maintain healthy portfolios under changing market conditions

EDUCATION

Rollins College, Winter Park, FL, May 2002

Bachelor of Arts in Anthropology

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