Trading execution, analysis, derivatives, forwards, stocks, charts

REHMAN MOLEDINA

Summary of Qualifications

Bilingual in English and French

Extensive experience in financial services industry

Extensive knowledge of OTC and exchange traded derivative products

Superior interpersonal skills developed through building cooperative and effective relationships

Ability to communicate and convey information through presentation delivery

20 years of equity and options trading experience in US markets

Winner of 2007 Presidents Award E*TRADE Financial – OTA Instructor of the year – Center’s choice award 2013 and 2014

Areas of Expertise

• Presentation and delivery techniques

• Exchange traded options strategies

• Risk Management

• Analytical and Problem-Solving Skills

• Non-Conventional Technical and Fundamental Analysis

• Simplifying complex material for common investors understanding

• Futures and Forex Markets

Professional Experience

Instructor 2008 - 2020

Online Trading Academy (OTA)

Provide specialized knowledge and training to the retail public - those interested in self directing their retirements or looking to generate multiple income streams. An array of assets are available to accomplish these goals. Also present in 3 full day introductory classes.

Manage and deliver training to classes of 22-24 students

Train students through a standardized formatted curriculum provided by head office Irvine California's Content Development Manager.

Teach/Train across 48 campuses located across 7 continents.

Provide practical mentorship during live trading sessions

Attend regular train the trainer sessions all across the US to stay informed of the current changing development to materials presented and delivered

Implement testing to measure class understanding of content on conclusion of class

TEAM LEAD / Senior Relationship Manager 2004 – 2008

E*TRADE Canada – 60 Yonge St, Toronto Canada

Managed a team of 7 Relationship Managers each allocated a book of 300 clients while myself managing the book of the brokerages top 300 clients by assets.

Executed all complex option strategies for my book of clients which were not feasible to be done on the website due to restrictions on order entry. Complex Strategies include spreads, straddles, combinations, butterflies and uncovered.

Quality assurance weekly listening to all incoming and outgoing phone calls ensuring the quality of communication and timely execution of trades placed in the market for all members of my team.

TRADER – Mutual funds 2002 - 2004

Clarington Funds – Toronto Canada

Executed financial transactions for both subscriptions and redemption’s in monthly distribution funds during market hours for NAV calculation.

Constant communication with Financial Advisors on status of both DSC schedule and free units available for their book of clients.

Informal inside sales of the company’s funds managed by Oppenheimer

Valuations Specialist – Investment Accounting 2000-2001

Transamerica Life Insurance – Toronto Canada

Responsible in calculating the daily NAV for 8 funds within the company and offering working with all the companies private placements for hedging purposes

Positing Purchase and Sales, Subscriptions and Redemptions and General journal to all be reconciled with the trial balance before we could produce daily NAV.

Posted the NAV's after calculation daily to electronically to all newspapers for accurate financial reporting of our funds to the public the following day.

Education

Completed all Instructor Training with Online Trading Academy

Irvine, California

Completed Equities, Currency, Futures, Options and Active Investor Classes

Online Trading Academy Canada, Toronto, ON

Canadian Securities Course, Conduct and Practices Handbook, Derivatives and Options licensing

Canadian Securities Institute, Toronto, ON

Completed core courses Economics, Accounting and Finance

Waterloo University, Kitchener ON and Ryerson University, Toronto ON

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