I design and implement algorithmic trading systems for the purpose of meeting clients expected risk reward. Focusing on risk management first then returns second, my systems provide a disciplined and consistent expectancy.

Manage a commodities portfolio of algorithmic trading systems. I focus on risk management and position sizing algorithms to meet the objectives of the portfolio using proprietary signals.

I joined a team of Senior Financial Advisors in there private bank that was in need of a experienced trader. One client in particular was a Hedge Fund that enough trading volume they needed a dedicated trader; I handled all of this clients trading. Also, I handled 12-B-1 trades for executives of publicly traded companies, built portfolios for clients, and designed a number of financial models. Our clients where the extremely affluent of the Dallas/Fort Worth Area that needed customized solutions for there investments.

Building on my last position as a Trader II, I was promoted to a special team that handled very complex trades. For example, we would handle spread trading, synthetic long/short option trades, complex margin situations and more. Trader III was the highest level that a trader could reach within the firm. At the same time I continued to program and develop tools for WFA. Some of my programs was used across the the Advisory portion of Well Fargo, but most where role specific.

Working at Wells Fargo as a trader was a large transition from relationship management to strait trading. My responsibilities where focused on trading equities, options, fixed income, and other investment products for financial advisors and there clients. I also, had the opportunity to build technology infrastructure with the merger of Wachovia and Wells Fargo Bank. Here I coded and maintained a Jet Database for tracking trade errors and corrections.

Responsible for servicing and selling 401(k) plans to emerging corporate clients. My responsibilities included advising on the 401(k) plan document, designing the investment offering for the 401(k) and maintaining the relationship with business owners. My most notable success was growing my book of business from 104 Million to 251 Million with a 98% retention rate.

Technical specialist in IRS and ERISA for retirement plans. Assisted Fidelity customers and internal representatives with complex retirement transactions: return of excess contributions, minimum required distributions, plan contributions, distributions to beneficiaries, participant eligibility, tax reporting, etc.

Licensed customer service representative - Primary responsibilities include helping customers with any questions and service issues. Would place trades per clients instructions. Trades include mutual funds, options, equities, and fixed income.