Daniel Mueller Email & Phone Number

Chicago, Il

Utilized business acumen and market knowledge to provide financial market analysis to clients.Wrote and distributed daily and weekly option commentary reports for IRO's and CFO's. Composed and distributed periodic reports detailing investor strategies to senior management. Communicated with current client base to address any account issues, answer questions and maintain productive business relationship. Communicated stock/option trading and shareholder analysis to IRO's and CFO's of exchange listed companies by periodic phone conferences and detailed research reports. Helped develop and design "Option Watch" analysis product, which included contributing to template design in Microsoft Excel.  Trained internal analysts on equity and index option trading analysis. Created and implemented multiple client specific real time price table templates in Microsoft Excel.

Chicago, Il

Held series 7, 63, 55 and 4 professional licenses throughout term of employmentManaged option trade desk to efficiently perform option and stock trading functions. Brokered option trades between market makers and institutional traders. Executed option trades on several execution systems and reconciled option trades for OCC clearing.

Chicgo, Il

Held series 7, 63, 55 and 4 professional licenses throughout term of employment. Managed all aspects of option trade desk on the CBOE (Chicago Board of Options Exchange). Helped create and implement procedures of trade desk for maximum efficiency.Executed option and stock trades on several internal and external trading systems Evaluated team activities to address need for improvement, implement development strategies and promote optimum performance.Examined customer trades and quotes for best price execution and reconciled option trades for OCC clearing.

Chicago, Il

Served as partner and active participant with initiating the First Options JW2 Division. Held series 7, 63, and 55 professional licenses throughout term of employment.Executed stock and option trades for market makers on internal and external trading systems. Partnered with external investment firms and business entities to raise capital for company financing needs. Conducted market research to identify new business opportunity, secure potential leads and solicit new clients.Employed accounting expertise in managing all business accounts and administering payroll. Hired, trained, supervised and evaluated performance of new and current employees.

Chicago, Il

Chicago, Il