Douglas Ruby Email & Phone Number

New York, New York

New York, New York

- SaaS and enterprise sales solutions - Global trade analysis and expertise - Helping clients navigate through complex software- Data driven insight and solutions - Increasing business efficiency - Data aggregation and software use - Client relationship management and retention- Coordinate meetings and webinars - Facilitate and run webinar, conference call, and screen share demonstrations - Lead generation - Analysis and projects with hedge funds, investment banks, financial institutions, logistic companies, consulting agencies, law firms, governmental institutions, universities, importers and exporters - Competitive advantage based off market intelligence and emerging trends - Panjiva platform certified

Colts Neck

- Key aspects of my job center around market analysis and financial modeling - Attended various external wholesaler meetings from asset management firms - Implement optimal asset allocations within client portfolios- Well versed with features of 401ks, 403bs, IRAs and Roth IRAs - Maintain account information on Microsoft excel and LBS- Financial engineering and consulting - Wealth accumulation and preservation strategies - Monitor economic trends and federal reserve sentiment - Technical analysis - Income/ cash flow management

State College, Pennsylvania Area

- Established connections within the Penn State community - Sought investors/capital backing- Generated ideas to raise awareness - Help organize and run events within the community

State College, Pennsylvania Area

- In charge of running the fund as a whole- Provided economic analysis and investment ideas to the various fund managers - Over saw trades completed by analysts- Raised awareness and attendance with the club - Monitored fund's trading volume and holdings- Recruited and held interviews for lead analyst/ fund manager roles - Gave weekly presentations to the entire club that involved investing strategies- Presented financial overview for what events were going on and how they were correlated - Club was broken into various sectors; equities, currency, real estate, reits, derivatives, and fixed income

Woodbridge

- Daily activities consist of analyzing proper client portfolio allocation- Conducting projects related to Economic research- Assessing client risk tolerance - Client calling- I consulted with advisors and recommended proper investments for clients - Use of Morningstar and Bloomberg- Well versed with the various investment assets of reits, equities, fixed-income, mutual funds- Other client investment instruments recommended were IRAS, roth IRAS, annuities- Attended various wholesaler meetings and education sessions

New York, New York

- Trained by and shadowed salesmen/traders for bonds- credits, rates, and municipals.- Apllied knowledge in fixed-income by recomending trades to various bond traders/salemen I worked with. - Viewed trades completed on Bloomberg Terminal. - Studied various technology programs, platforms, and codes such as SQL, Microsoft Excel, and Aqua latis. - With latis, I formatted information/trades for the treasury department that were completed in the day, and that information was sent to all the members of the treasury department. - I am well versed in the bond market gateways and the pricing flows used for bonds. - A vivid understanding of bonds, trends of the economy accompanying bonds, and the specific bonds sold on market gateways. - Attended seminars on investment banking, equities research, futures, and fixed income. In addition, -- I formulated economic research which was sent to a bond trader and other analysts in the fixed income department.

- Prospected for leads and cold called- Acted through various search engines to attract and research possible clients. - Established correspondence with possible clients by sending emails and making calls while trying to convert and draw them to the business. - Implemented/memorized various sales pitches

Bachelor Of Applied Science (B.A.Sc.), Economics With A Concentration On Money And Banking

Activities and Societies: - Penn State Clubs-The Penn State Real Estate Association -The Penn State Investment Association(PSIA)- I acted.

Education record

Activities and Societies: Future Business Leaders of America, Junior Statesmen of America, Model UN, - Member of student council for four.

Education record