 Modeled and developed a market-neutral trading strategy involving equities, options and ETFs for the purpose of mitigating the market risks associated with the traditional buy and hold investment portfolio Portfolio strategy realized annualized net profit of 35% with significantly lower volatility than equity indices Performed fundamental and technical analysis in order to issue detailed recommendation write-ups on individual stocks with good risk/reward profiles for the benefit of the firm’s clients Delivered an educational presentation on various strategies for hedging equity positions at an investment seminar held at the CBOE for clients and friends of brokersXpress Built a model portfolio using put and call options to mimic the returns of reverse convertible issues with minimized risk

 Used personal spreadsheet database to evaluate 2,000 stocks across all sectors for trading opportunities in small and mid-cap stocks which were undervalued relative to their peers and the overall market Researched impact of multiple hedging strategies, including inverse market index ETFs, volatility options, sector ETFs, and individual stock put options on the portfolio’s implied Beta to measure market neutrality and, as a result, most effectively minimize the annualized standard deviation of daily returns and the Value-At-Risk for the portfolio Recognized value/growth paradigm shift following “Flash Crash” that made value strategies unattractive in the short term

 Secured financial backing through partnership agreement to start up, perform equity research, execute trades, manage risk and allocate funds, as appropriate, for a $3 million equities portfolio focused on buying and selling stocks based on relative historical values Used extensive technical analysis to recognize long-term trends within different sectors and support/resistance levels for individual stocks Consistently attained positive quarterly net returns from trading strategy

 Worked closely with firm’s managing partners to improve trading strategy while monitoring all positions, executing all trades and performing risk analysis for firm’s $35 million long/short equities portfolio Conducted extensive fundamental and empirical analysis on thousands of stock pairs to determine viability for investment Recognized peaks and troughs in performance related to the earnings cycle and adjusted portfolio leverage accordingly Account realized net profits that exceeded a 16% return on capital under my supervision

 Actively traded NASDAQ and NYSE securities electronically, relying on market trends and momentum trading strategies Researched and interpreted pre-market news stories each morning in order to create a daily focus list of stocks to watch

* Contracted by firm's Private Equity Group to update, improve and reconcile database of quarterly financial activity for more than 80 limited partnership investments by analyzing company balance sheets and determining correct valuations* Prepared financial summary reports detailing activity used during team's year-end presentation to the Board of Directors

* Compiled time-sensitive monthly financial reports for more than 40 national small-ticket leasing programs using Excel* Made journal entries to the general ledger and prepared a monthly reconciliation for all activity in each leasing program* Instrumental in the transition of the servicing of firm's sub-prime auto leasing division from Memphis to Oklahoma City by assuming responsibility for the reports as a stop-gap measure, and then training others when operations were shifted* Worked closely with COO on a number of projects related to the moving of the department's operations from Chicago to Atlanta due to company restructuring , including the training of the Atlanta office to help facilitate a seamless transition