Education: University of Arkansas, Little Rock, Arkansas
Masters of Business Administration May 2011
University of Arkansas, Fayetteville, Arkansas
B.S.B.A. in Finance December 2008
Concentration: Financial Management and Investment
Scholarships and Awards
- Walton College Honors Program, Chancellor’s Scholarship, Dean’s List, Chancellor’s List
London School of Economics, London, United Kingdom Summer 2007
Butler Institute for Study Abroad (IFSA)
Licenses: FINRA Series 7, 55, 63 Arkansas Life and Health Insurance (Inactive)
Experience: Managing Associate September 2016 – Present
Chapwood Investments
Addison, Texas
- Analyzed investment portfolios using a series of metrics based on modern portfolio
theory. Adjusted and enhanced positions to maximize return and minimize risk.
Trade Analyst February 2015 – September 2016
TD Ameritrade
Fort Worth, Texas
- Made trade decisions and exercised discretion to affect any order placed by the firm's
clients or the firm in an attempt to gain favorable market positioning and eliminate risk.
- Manually worked some large orders or orders in adverse market conditions with sell-side
market makers on a discretionary basis. Negotiated prices and quantities for the firm over
the phone and through direct trading portals.
Best Execution Associate
- Examined best execution data and contributed to firm routing strategies.
- Created reports analyzing routing time, price improvement, and percentage executed.
Trading Operations Outreach Associate
- Spoke at seminars covering a range of trading topics, built new media resources to
distribute information, solicited feedback, and acted as an advocate for the firm.
Award and Recognition
- 50+ Share Better Awards, TOPS Award Nomination 2nd quarter 2016, TOPS Award
winner 3rd quarter 2016, Improveaganza 1st place winner.
Financial Representative September 2013 – February 2015
TD Ameritrade
Fort Worth, Texas
- Assisted clients in placing trades in the market, transferring funds in and out of their
accounts, setting up accounts, and troubleshooting problems.
- Actively prospected new business leads from existing high net worth clients.
- Utilized several back office systems and multiple trading platforms to service clients.
- Presidents Club award winner - 2nd and 4th quarters in 2014, 1st quarter in 2015
- Excellence in Service award winner: Awarded to Financial Representatives that received
100% satisfaction surveys with at least 10 surveys submitted during the quarter – 3rd
quarter 2014 and 1st quarter in 2015.
Personal Tutor\Office Manager February 2012 – September 2013
APT Educational Services
Little Rock, Arkansas
- Tutored high school and college age students in english, algebra, calculus and business.
- Ran daily operations in accounting, employee management, and marketing development.
Financial Manager Assistant August 2010 – October 2010
Northwestern Mutual Financial Network
Little Rock, Arkansas
- Coordinated paperwork and represented the financial manager with clients in his absence.
Financial Advisor Intern December 2009 – April 2010
Northwestern Mutual Financial Network
Little Rock, Arkansas
- Contacted prospective clients and met with them to set up comprehensive financial plans.
- Extensive use of the agency's client database and product illustration software.
Human Resources Intern May 2008 – August 2008
Arkansas Democrat Gazette, Human Resources Department
Little Rock, Arkansas
- Oversaw the job application process, including the online job database.
- Aided the Human Resources Director with confidential and time-sensitive material.
Skills: Computer Skills
Advanced Microsoft Office Suite
- Excel: Experience with multiple regressions, linear trend forecasting, and presenting
data graphically. Built security optimization models using v-lookups and pivot tables.
Advanced Video Editing Programs
Trading and Investment Programs
- Back Office Trading Systems, Reg One Solutions: Data Portal, E-Signal Quotation System
Workplace Skills
IRA Training, Banking Training, TOS Admin Training, and Broker Training
- Strong organizational skills with attention to detail.
- Ability to problem solve and spot issues proactively.
- Utilizes reverse engineering to find creative solutions to problems.
Interpersonal Skills
Advanced Public Speaking/ Leadership and Group Dynamics
- 9 + years of public speaking and roles in front of clients, dignitaries, and large audiences.
- 8 + years of group project experience and group management experience.
Activities: Special Olympics Volunteer LEAN Pollinator for TD Ameritrade
Special Olympics TD Ameritrade
Volunteer Museum Staff Student Ambassador
Arkansas Museum of Discovery University of Arkansas, Admissions
Sigma Nu Fraternity Member
Treasurer, Secretary, and Philanthropy Chair Students in Free Enterprise (S.I.F.E.)