Harley (Hudson) E. Email & Phone Number

Florida, United States

Scottsdale, Arizona, Us

Scottsdale, Arizona, Us

NetX360WealthscapeSalesforceConsult with financial advisors to answer questions related to operations, technology, compliance, margin, asset movement and account transfers

- Wrote freelance research content for derivatives investment advisors-Wrote operations and compliance manuals for trading desks-Writing novel about the Wall Street derivatives trading business-Wrote "Birth to SAT, Parent's Educational Guide" 2009

Sales Business Development Consulting: Created digital B2B sales pipes for small business owners to increase market share in financial services, hospitality and education through digital marketing. Use custom designed CRM tool - clients included Four Seasons Hotels, Starwood, Hilton, Marriott, Guest Services Worldwide, Edward Jones, Hitachi Vantara, Jumper.com and Evergreen Media.Sales consulting for Jumper software. A company with zero sales before I started working with them. Sales consulting and sales training in home remodeling and home design businesses, helping homeowners and property investors upgrade existing structures.Trade Desk Consultant. - Advise on setting up trading/clearing/OMS software platforms, operations and brokers for newly formed hedge fund trading desks. Advise on writing compliance manuals.Investment Advisory and portfolio hedging consulting - advise on economic data and forecasts for small businesses and HNW individuals/families on hedges for portfolios with low turn over to enhance returns and avoid tax implications. Advise on market conditions for multi asset portfolio allocation. Small stint with Prudential Advisors

• Develop and research client portfolio selections while factoring in risk tolerance• Created spreadsheets for all Advisors to guide asset allocation tuned to risk• Field client calls to Identify issues and work with clients to find resolution• Outbound calls and in house meetings for risk tolerance assessment andmanaged account reviews• Proactively identify annuity surrenders to move money to managed accounts• Create all meeting prep documents• Meet with 10 – 12 clients a week• Functionable in every role from back to front office for entire group• Knowledgeable with hands on delivery of every Ameriprise process

Boston, Ma, Us

• Sales, trading and clearing of exchange traded products• Sales of data and ratings for LATAM research platform• Oversee risk analysis• Wrote Compliance manual for equity derivatives business• Opened more new accounts 2010 – 2015 than other brokers • Designed all clearing operations, compliance and back office procedures• Trained brokers and client service assistants to deliver homogeneous advice• Public speaking and client facing presentation of services• Placed $100 million corn option trading operation with Mexican Govt• Built market making desk for hedge fund clients to enhance bank brand

I own an educational consulting and tutoring business. I started it while coaching and training traders to improve their performance. Designed curriculum utilizing the latest research and trained teachers. The program enjoys a very high level of success, improving student scoring by 20%.

Managed sales, compliance, clearing and back office operations.

Us

Trading Member of the American Stock Exchange. Traded own account as market maker in Phillip Morris and Lucent. Oversaw risk, hedging and trades. Utilized proprietary S&P index overlay to control theta and gamma exposure. Coached other traders in options portfolio risk management.

Ma In Social Sciences, Economics / Statistics

B.S, Political Science, International Relations, Economics

Certificate Of Financial Planning, Taxation, Financial Analysis, Portfolio Management