Carlos Menjivar Junior Trader

add73s@r.postjobfree.com LinkedIn 775-***-**** Reno, NV

Dedicated, passionate, professional offering expertise in trading, portfolio management, and client experience for customers with various financial goals. Skilled at: establishing customer relationships, defining needs, and presenting trading solutions to capture those objectives. Proficient in: equities, fixed income markets, futures, and options. Excel at: time management, organization, prioritization, and communication with colleagues and clients. A leader consistently rewarded with greater levels of responsibility due to a track record of positive performance. Bi-lingual: English & Spanish.

Areas of Expertise Include:

Account Management

Technical Analysis

Risk Mitigation

Financial Strategies

Statistical Patterns

Active Listening

Trading Platforms

Regulatory Compliance

Market Trends

Market Intellect

Database Management

Customer Service

Attention to Detail

Financial Engineering

Time Sensitive Environments

Professional Experience

SELF-EMPLOYED Reno, NV 2016 - Present

Personal Portfolio Management

Actively manage over $350K of family and personal wealth across stocks, ETFs, and options. Utilize various strategies to achieve significant results including: Dividend Discount Model, Relative Valuation, Bear Put Spread, and Long Straddle, among others. Execute extensive research and maintain expansive trading data on spreadsheets.

Key Accomplishments:

Compare historical average returns, risks, earnings per share, and PE ratio. Additionally, review the financial prospectus for various organizations before deciding to invest.

Analyze market trends, execute, technical analysis, and research statistical patterns to formulate effective strategies.

Monitor daily of the domestic and international stock markets in an effort to stay up to date on the latest news.

Develop personal training strategies that prove to be highly effective and garner impressive results.

Utilize resources on financial sites, YouTube, and other financial platforms to become educated on trading.

Achieved a 70% profit from March to May 2020 during bearish months amidst the uncertainty of COVID-19.

Consistently doubled the value of personal portfolio growing an initial investment of $500 to hundreds of thousands.

MARTHA CLEANING COMPANY Reno, NV 2019 - 2020

Promotion Specialist

Delivered exemplary service expanding awareness of the brand and promoting service to a new customer base. Researched and evaluated competitors digital content in an effort to craft marketing strategies that proved more effective. Prepared engaging and informative promotional presentations shared with new potential clients.

Key Accomplishments:

Increased the client base by an average of 21% per month.

Followed all protocols before submitting projects and meeting deadlines.

Streamlined the client engagement process to reduce call into the office.

Developed engaging marketing strategies that directly increased the overall number of clients.

PEACOCK TRADING Miami, FL 2018 - 2019

Marketing & Sales Intern - Remote

Offered high caliber support performing market analysis and research on various equity trades and investment opportunities. Additionally, prepared presentations highlighting the value of various investment strategies and outlining the benefits received by clients.

Key Accomplishments:

Executed international research on investment in trading guidelines for countries including: Spain. El Salvador, Panama, and Guatemala, among others.

Completed client projects realizing gains of between 10% and 25%.

Orchestrated marketing initiatives such as placing corporate logos on apparel, water bottles, and give-a-ways.

Contribute to the website design and end-user experience and a freshly launched platform.

AMAZON FULFILLMENT Reno, NV 2015 - 2019

Amazon Fulfillment Specialist – Process Guide

Provided exceptional support leading more than 30 associates on daily basis. Defined objectives, delegated tasks, and motivated team members to achieve and exceed organizational goals. Demonstrated the ability to accomplish large volumes of work in a fast-paced, high-pressure environment.

Key Accomplishments:

Examined and inspected containers, materials, and products to ensure they met packing specifications.

Executed performance audits highlighting positive performance and notating areas in need of improvement.

Ensured consistent quality assurance and that Amazon organizational standards were met at all times.

Surpassed the personal quotas defined by Amazon.

Trained more than 50 team members in organizational policies in shipping and receiving on the loading docks.

Additional Professional History

GRUPO POMA Logistics Management – Supply Chain Internship San Salvador, El Salvador 2017

RAUL ROOFING Supervisor Assistant Los Angeles, CA 2013 - 2015

Technical Proficiencies

Various Trading Platforms MS Office Suite WordPress Bluehost GoDaddy Adobe Photoshop

Education & Training

B.S. in International Business – Specialty in Finance

UNIVERSITY OF NEVADA, RENO Reno, NV 2020

International Business Club & Finance Club Member

A.S. in Business

TRUCKEE MEADOWS COMMUNITY COLLEGE Reno, NV 2018

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