- Consistent producer for the firm for 11 years.- Generated exponential revenue growth from early startup to $2 Billion Valuation IPO in 2022 (NYSE ticker: FRGE). - Sales Management: Trained and managed over 30 brokers as a leader on the desk.- Business Analysis: Created and improved many processes to help the team become more efficient and productive.

- Professional Options and Futures Trader- Options: credit/debit spreads, verticals, diagonals, butterfly, broken wing butterfly.- Futures: ES, NQ, RTY, CL, NG, GC, ZN, ZC, ZS, ZM, 6E, 6J.

- Trading on a prop desk in equities, options, futures.- Futures: ES, NQ, RTY, CL, NG, GC, ZN, ZC, ZS, ZM, 6E, 6J.

- Promoted to sales from trading to cover many types of firms across the entire U.S. territory.- Generated sales by developing and maintaining quality relationships with portfolio managers, financial advisors, wirehouses, family offices, and bank trust departments.- Provided superior service with updates on performance attribution, ratios, etc. on the Federated SMA and Mutual fund strategies. - Prospected clients for new business and cross-sold different products. - Assisted clients with proper asset allocation to reflect risk aversion.- Employed and honed excellent communication skills by delivering effective presentations on Federated products, services, and competitive advantages.

- Responsible for daily trading and reconciling of Federated MDT Advisers Mutual Funds and Separately Managed Accounts.- Responsible for various accounting functions related to performance, trade settlement, and booking trades to individual portfolios.- Provided exceptional customer service while working with brokers, custodians, outside traders, analysts, and portfolio managers.- Worked with Pershing, Lockwood, Microsoft (Excel [VBA], Word, Access, Outlook), Bloomberg, Checkfree APL, and Advent Axys on a daily basis.

- Equity day and swing trader.

- Performed financial modeling, financial statement analysis, underwriting, and collateral valuation on companies in various industries.- Analyzed annual reports, 10K's, 10Q's, tax returns, K-1s, appraisals, cash flow, liquidity, debt coverage, and guarantor strength.- Monitored industry developments and trends using S&P Reports, D&B Reports, First Research, and RMA manuals.- Gained formal commercial credit analysis and underwriting training in the middle market and large corporate divisions of the bank.- Worked on Interest Rate Swaps, Bonds, M&A, leveraged buyouts, Syndication, Term, Line of Credit and Letter of Credit.- Evaluated companies (commercial and Industrial) to determine, risk, profitability, and repayment.- Used Portfolio Management skills to control credit risk through monitoring financial results, covenants, absorption, etc.- Met with management (CEO, CFO, Controller, CPA) regarding questions on financial statements, loan structure, and future outlook.- Calculated numerical data with respect to financial projections, A/R, A/P agings, leverage ratios, liquidity ratios, debt service coverage, amortization schedules, and time value of money.

- Worked with a team of Portfolio Managers in their daily activities, primarily with asset allocation.- Established investment research skills using technical and fundamental analysis. Established sales and marketing skills.