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Equity trader

Naples, Florida, United States
October 26, 2016

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Tejas J Patel

Phone: 239-***-**** Email:

Educational History

Currently pursuing Certified Market Technician

Technical Analyst course (India) June 2014 – June 2015

Whitireia Govt. Polytechnic, (New Zealand) Feb 2012 – Dec 2012

Graduate Diploma in Applied Business Studies (NZQA Level -7)

Specialization: Human Resource Management

Sinhgad Institutes (India) May 2008 – Jan 2011

Bachelor of Business Administration (BBA)

Specialization: Marketing & Finance

Work Experience

Dec 2015- Current Florida, USA

Front Desk, Super 8 Hotel

To receive guests on arrival with a friendly manner

Excellent personal presentation and interpersonal skills

Passion for exceptional customer service

To deal efficiently with check-out guests

In-depth knowledge of general facilities and services of the hotel

Able to multi-task effectively

To Deal with advanced reservations and fulfilled particular requirements

Prepare the cash for bank delivery and to ensure that all floats are accurate at the end of shift

April 2013 - May 2014

Registered Financial Advisor Auckland, NZ


Contacting clients and setting up meetings, either within an office environment or in clients homes or business premises

Conducting in-depth reviews of clients financial circumstances, current provision and future aims

Analyzing information and preparing plans best suited to individual clients requirements

Completing risk analyses

Researching the marketplace and providing clients with information on new and existing products and services

Designing financial strategies

Reviewing and responding to clients changing needs and financial circumstances

Negotiating with product suppliers for the best possible rates

Liaising with head office and financial services providers

Keeping up to date with financial products and legislation

Producing financial reports

contacting clients with news of new financial products or changes to legislation that may affect their savings and investments

Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products

Achievements in field

•Consistently achieved required sales targets

•Successfully applied the principles of sales and marketing to meet brand standards

•Successfully achieved the standards of Independent Financial Advisor

April 2012 –May 2014 Auckland, NZ

Caltex, Assistant Supervisor Manager


•Serve customers in an sophisticated and professional manner

•Help customers with enquires – provide product information

• Resolve customer disputes

•Providing efficient counter service

•Processing point of sale transactions in accurate and timely manner

•Cash drops, end of shift and day, Till operation and reconciliation

•Maintaining cash drop sheet

•Administration duties

•Checking stock deliveries in invoice dockets

•Securing cash and stock to prevent from loss or theft

Jan 2009 - November 2009


Stock Exchange Operator/Trader (Part time)


•Maintaining client’s stock accounts

•Understanding the trends in stock market

•Analysing risk and benefits of trading based on stock market trends

•Getting best deals for clients by trading meticulously (i.e.) purchasing and selling stock

•Advising clients on investments options

•Administration duties

Achievements in field

•Successfully completed stock market training

•Good customer relationship

•Promoted as a team member for permanent

Certifications and licensures

Registered Financial Adviser Certification New Zealand (Auckland)

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