Executed currency and securities trades, identified and evaluated market opportunities and risks, and provided beneficial financial advice and recommendations to clients.Conducted detailed technical and fundamental market analysis, developed and implemented new trading strategies, and performed risk management.Met and exceeded all goals, discovered and communicated with potential clients, and organized various webinars and workshops.Stayed-up to date with current market trends and pro-actively participated in weekly team meetings with managers.Ranked as a #1 Trader at the company for achieving extraordinary results.

Cooperate in management of $20 million equity portfolio for 60 +/- high net worth (HNW) clients.On-boarded approximately five new accounts monthly with several whose AUM exceeded $100,000.Grew assets under management to $20+ million.Increased gross revenue generated by $100,000 since 04/2012.

Provide full service financial planning. Work with private individuals and corporate clients to identify goals and formulate custom solutions. Managed retail and education sector books of business. Maintained more than $37M in total assets.Delivered $2M in retail business for company.Increased client base 30% in major New York school district.Increased overall territory sales more than 41% in less than four years.Improved sales by identifying and targeting under-served small and medium-sized companies.Ranked in Top 30% for Retail Sales in multi-county metro region.

Assisted clients with their financial planning needs; identified revenue growth opportunities based on clients' investment objectives and risk tolerance, resulting in a 20% minimum increase in market share.Managed clients' risk through the implementation of a diverse portfolio including investments, insurance and trust products.Maintained and retained strong repeat business.Partnered with other associates to provide the highest level of client service while retaining higher market share.Carefully adhered to company's guidelines on client's on-boarding process by conducting a thorough fact-finding.

Present purchase offers to sellers for consideration.Negotiate prices or other sales terms.Act as an intermediary in negotiations between buyers and sellers, generally representing one or the otherCompare a property with similar properties that have recently sold to determine its competitive market price.Advise clients on market conditions, prices, mortgages, legal requirements and related matters.Promote sales of properties through advertisements, open houses, and participation in multiple listing services.Develop content for sales presentations or other materials.Accompany buyers during visits to and inspections of property, advising them on the suitability and value of the homes they are visiting.Prepare documents such as representation contracts, purchase agreements, closing statements, deeds and leases.Confer with escrow companies, lenders, home inspectors, and pest control operators to ensure that terms and conditions of purchase agreements are met before closing dates.Coordinate property closings, overseeing signing of documents and disbursement of funds.Solely responsible for self-generating business through outside sales, cold calling, referrals and networking.Worked in a team and helped motivate each member to build a business through referrals and hard work.