Eric Dizon Email & Phone Number

Los Angeles, Ca, Us

Develop Automated Trading Strategies for the retail FX marketplace. Independent Trader in FX Capital Markets.

• Built Diversified Portfolios using Asset Allocation and Risk Management Models, with $10.0 million assets under management.• Provided customers with Financial Planning and Retirement strategies through Investments and Insurance.• Worked closely with Bankers and Branch Managers to facilitate and culture referrals for retail and business clients.PERSONAL BANKER 1, INVESTMENT CONSULTANT (May 2006 – April 2007)• Assisted Wells Fargo customers with banking, credit, and investing needs.• Executed Outbound Sales Calls to current and prospective customers• Worked with Home Equity and Personal Credit Fulfillment Center Underwriters to provide credit loans/lines to customers.• Worked with Financial Consultant to provide Financial Planning for customers using Investment and Insurance products.

• Made markets in up to forty stocks ranging from Large Cap to Small Cap stocks across different sectors, concentrated in Technology and Consumer Durable companies.• Initiated proprietary trade positions up to $5 million through direct trading platforms and ECNs.• Identified opportunities in the financial markets using top down approach and technical analysis.• Adhered to risk and money management principles using stops and trailing stops.• Executed institutional and retail orders up to 1 million shares.• Interpreted company earnings, news releases and analyst ratings through statistical analysis.• Generated ideas by analyzing Sector and Stock Group performance.

• Developed Market Making skills by providing liquidity to customers, while managing equity positions.• Acquired Fundamental and Technical Analysis skills by analyzing company financial statements and historical charts.• Assisted Traders by monitoring up to 50 stocks, while disseminating information pertinent to existing positions.• Reconciled trades and broker credits.

• Served as liaison between the Trading Department and 110 correspondent firms.• Monitored and balanced nightly trading error and wash accounts.• Resolved trade issues and processed trades and settlements.

• Maintained Institutional client relationships and provided administrative support to Institutional Sales Team.• Prepared customized financial reports and analysis for existing clients and their advisors.