Specialists in employee benefits plan design, implementation and servicing for employers

Offer tax preparation, tax planning, accounting, bookkeeping, insurance and consultation to individuals and small businessesOffer representation before the IRS to resolve outstanding tax debt

 Negotiated block size trades for institutional investors along the curve in multiple products Traded and managed positions in various products based on technical analysis and mean reversion, with strict discipline regarding money management  Created profitable “flipper” strategy that used randomness of markets to quickly lock in small profits when they became inefficient Created a successful trading strategy in the competitive cotton market that netted over $500k  Worked with and trained interns and entry level personnel; coached each to develop skills Solely responsible for the reconciliation of account including trade breaks, clearance and settlement problems  Held series 7, 55 and 63 licenses

 Independently traded active accounts on the floor of the American Stock Exchange (DIA, SPY) while managing positions, spreading risk and taking advantage of arbitrage opportunities.  Trading PNL of over $1.2 million for four consecutive years Trained new trader assistants in clerical and other responsibilities Responsible for holding mock trading seminars and teaching trader assistants by simulating actual floor trading situations Solely responsible for the reconciliation of account including trade breaks, clearance and settlement problems