David Mulvey Email & Phone Number

Kirkland, Wa, Us

Kirkland, Wa, Us

Bellevue, Washington, Us

Jointly launched and govern investment management firm. Study market, industry, and economic trends to define investment strategies across multiple asset classes, including stocks, ETFs, currencies, and futures. Execute trades and manage investor relationships. Preside over all aspects of the business, including the firm’s finances, legal and regulatory compliance, software and technology administration, and office management, ensuring effective and efficient operations.* Researched and developed 6 chart-based trading algorithms for currencies and futures, creating a complex model based upon 1,500+ daily averages; achieved nearly 400% returns during backtesting.* First algorithm went live in December 2013 generating 33% profit for the first quarter of 2014. * Generated $500K return through strategic bet on upswing of the Yen in fall 2013.* Developed sound investment strategies with minimal risk exposure, helping to navigate volatile financial markets.* Led successful business development efforts to build investor roster after starting from scratch.* Responsible for resolution of discrepancies, p&l calculations, valuations and reconciliations. * Full knowledge of and experience with trade lifecycle, Greeks and scenario analysis.

Bellevue, Wa, Us

Managed investments for over 100 individual accounts spread across 4 portfolios. Developed 2 signal based ETF trading strategies that went live on January 1, 2017. Generated 10% ytd return as of May 1, 2017. Served as market and trading expert developing rules based automated backtesting and trading platform "Warren" in conjunction with Connectel of Austin, Texas.

Built boutique hedge fund from ground up, developing client roster, crafting investment strategies, and designing efficient internal operations. Leveraged fundamental research, quantitative research, economic research, and currency forecasting techniques to determine investment strategies. Prepared cash flow analyses and verified and submitted client quarterly reports. Presented the firm’s strengths and expertise in pitch meetings to attract new investors.

Nl

Helped define investment strategy and executed trades for a broad range of stocks, including utilities, oil and natural gas, solar, ADRs, retailers, airlines, and REITS. Helped manage relationships with major institutional clients, including Saks Fifth Avenue, Hewlett Packard, AK Steel, Pfizer, Nortel, and Harley Davidson. Generated investment analysis through research of micro- and macro-economic trends, company finances and growth strategies, and industry-specific developments.* After joining firm, revamped ineffective trading strategies; converted $10K aggregate daily loss to $1,000 aggregate daily gain despite challenging market conditions through intraday trades.* Achieved 100% trading accuracy and 0 violations with SEC in fast-paced, high-pressure NYSE environment.* Placed strategic bet on Cypress Semiconductors and Sun Power that generated almost $2,000 daily.* Ran a panel of 30+ ADR’s foreign stocks from Asia, Europe, and South America including TTM Tata Motors and ZNH China Southern Airlines.