Asset-based lending

• Assisted operations department with trade reconciliation, settlements and FINRA reporting• Worked with trading department using algorithms to access liquidity for sell side clients• Executed equity stock orders• Resolved trade discrepancies and issues with outside account reconciliation

• Traded with seasoned CBOE floor traders in an off-floor trading room• Range-bound trading under mentor• Introduced to numerous options strategies• Prepared reports of daily price action in sixteen different stocks across different indexes

• Enhanced company website in order to drive traffic to website and improve key metrics• Created a very successful, high-traffic website Multiple Listing Service (MLS) for the communities of Lake Forest and Lake Bluff• Constructed strategic marketing plan• Established relationships with local business owners who helped distribute Offered Privately’s marketing materials• Served as the main customer service representative, answering telephone calls, responding to emails, and meeting the needs of walk-in clients