Trading, Training, and Personal Coaching for Equities, Options, Forex and Futures markets

Independent Oil and Gas Exploration focusing in west central Texas.

Trade currencies for my own account.

Responsible for dealing with 22-25 correspondent clients, developing relationships with Senior Management, their Operations staff and directly with their registered reps. Facilitate technical issues on systems, operations and accounting issues, billings and EOM settlements. Monitor, by overseeing trading of all clients, and control risk to FSW related to activity generated by our correspondents. Resolution Specialist for all correspondence operations, technical and trading issues while limiting risk to First Southwest Company.

I am a retirement specialist who give clients options for their retirement. I help clients protect and grow their assets and keep them within their families.

Identified risks and evaluated scenarios, operations and costs associated with the $100 million Housing Recovery Fund of America (HRFA) Monitored, researched, communicated and refined progress for HRFA, enhancing investor value and economic value to Cherry, Inc. by providing insight and confirmation that Cherry was on target in achieving its expected return while controlling risk exposurePresenter for Housing Recovery Fund at National Investment Bankers Association (NIBA) conference, August 2010Analyzed, researched, monitored and presented equity investments, findings and holdings for “in house” fund managed clientsCompleted compliance work for Cherry Agency’s Investment Advisor Representative division U4/U5 filings, account disclosure documents, client risk tolerance statements, W-9 files and all correspondence between client and representativePrepared all financial statements and reports for all Cherry, Inc. companies for 2009 and 2010

Collaborated with engineering and development teams to identify and resolve complex software related issues, monitored, implemented appropriate investment strategies, money management, account allocation, and provided feedback to development on product related features and enhancements which decreased research and development costs and company overhead Delivered live-in-the market training for equity and foreign exchange markets via daily live internet radio and television broadcasts, instructor-led classroom training twice monthly, and eLeaning Web conference training initiatives once monthlyRecognized industry expert and invited public speaker, instructing hundreds of customers at annual corporate convention and industry trade shows on topics such as Money Management, Trading Psychology, Investment Strategies, Current Market Conditions, Chart Analysis, and Portfolio Diversification Subject matter expert worked with the training department to develop basic and advanced curricula for the proprietary suite of products including: a trading curriculum, manuals, workbooks, PowerPoint presentations, assessments, and exercises including advanced investment topics for self-investment opportunities in the equities, options, futures and foreign currency markets resulting in decreased labor costs and company overhead

Oversaw operations & customer service for two automated trading platforms, one for the currency market the other for US equity markets. Taught clients how to trade and use software products.

Actively traded the Dow futures contract on a daily basis involving the determination of daily positions for commodities trading accounts which established my sense of speed, work accuracy, and communication.Conducted fundamental and technical analysis of the Dow futures, 10-year note, and the 30-year bond contract.Adept in the use of industry tools including point and figure charts, candlestick charts, market profiles, Fibonacci retracements, stochastics, moving averages, and other technical instruments to more effectively trade maximizing profits while minimizing risks.Leveraged previous experience in the 30-year bond pit to actively manage three independent traders’ accounts involving up to the second advisement on profits, losses and overall trading positions Developed expertise in the bond and 10-year note pits managing five independent brokers’ accounts for positions and P/L, while acted as liaison between broker and customer Familiar with front and back office procedures, account maintenance and commodity floor duties for a CBOT clearing house, Iowa Grain. Responsible for matching trades, maintenance of commodity accounts, running orders, and performing margin work.