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Competitive Strategist leveraging up to 20 years of progressive leadership experience in foreign exchange trading maintaining and growing high margin FX client income. Generates new revenue streams by actively pursuing sales opportunities. Constantly monitors capital markets and advises both external and internal customers of FX risk management structures, payment procedures, and global cash management. Displays high level of accuracy with astute discernment of back and middle office initiatives. Builds long-term relationships with interpersonal effectiveness and innate ability to consult clientele on FX tactics while listening to FX needs and requirements. Driven to achieve upward mobility and increased leadership responsibility. HIGHLIGHTED SKILLS & KEY PROFILE OFFERINGS► Possesses and maintains access to inside networks at large-scale banks. ► Achieves instantaneous interpretation of important news and data dictating big capital flows.► Attains market-moving information shared in the global community of major banks.
Jk Capital
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Foreign Exchange TraderJk Capital 2014 - PresentGreater New York City Area► Heads proprietary trading in G-10 currencies including trading in the Spot, Forward, and options market.► Generated 15% return on investment (ROI) in trading G-10 FX in less than one year. Adhered to stringent risk management and monitoring procedures while focusing on fundamental and technical economic drivers.
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First Vice President – Senior Foreign Exchange TraderI.D.B. Bank, New York 2010 - 2014Greater New York City Area► Served as proprietary trader in G-10 and Emerging Market Currencies and traded in Spot, Forward, Swap, and OTC options market while managing multimillion-dollar trading portfolio in compliance with bank’s risk model and regulatory procedures. ► Proved vital to Corporate Trading Desk with pricing in vast spectrum of foreign exchange products.► Managed clients’ foreign exchange needs and provided astute consultation and strategic leadership.► Promoted enterprise’s extensive currency product offerings with marketing methodologies to assist Corporate and Private Banking Trading Desk.► Monitored and traded New York and overseas offices’ Spot foreign exchange order book.► Widened global scope by trading Tel Aviv Israeli Shekel position and client orders throughout non-Tel Aviv trading hours. -
Proprietary Foreign Exchange TraderGcpfx, Proprietary & Algorithm Trading / Penta Currency Trading Fund 2008 - 2009Sayreville, Nj► Hand-selected to trade fund’s $20M of assets under management in G-10 currencies.► Attracted additional assets by exercising cross-functional leadership and guidance of marketing team.► Architected and launched business infrastructure and reviewed arbitrage trading system.
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Vice President – Senior Foreign Exchange TraderBank Hapoalim 1995 - 2008Greater New York City Area► Surpassed budget of $1.5M throughout ten of 12 years while acting as proprietary trader in G-10 currencies, trading in Spot and OTC options markets.► Serviced bank’s corporate and hedge fund client base as market-maker in G-10 currencies and Israeli Shekel.► Increased revenue by marketing and advocating leading-edge foreign exchange products and services to Israeli Business Department, private banking clients, and high net worth customers. Provided consultation and market commentary while also innovating and suggesting superior trading and hedging strategies.► Displayed subject matter expertise in Reuters, Bloomberg, EBS, and various foreign exchange platforms.► Monitored and traded foreign exchange orders for Tel Aviv, London, Zurich, Geneva, and New York offices.
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Senior Foreign Exchange BrokerLasser Marshall, Inc 1994 - 1995Greater New York City Area► Garnered experience in quoting and brokering foreign exchange Spot pricing to large-scale international institutions.► Boosted foreign and domestic customer base while surpassing revenue targets year-over-year due to exemplary partnership building and competitive tactics.► Hand-picked to transfer to London to amplify desk’s trading performance due to game-changing strategies and best-in-class leadership acumen.
James Kaplan Skills
James Kaplan Education Details
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B.S., Business Management And Finance
Frequently Asked Questions about James Kaplan
What company does James Kaplan work for?
James Kaplan works for Jk Capital
What is James Kaplan's role at the current company?
James Kaplan's current role is Finance Executive/Senior Foreign Exchange Trader.
What is James Kaplan's email address?
James Kaplan's email address is jk****@****ail.com
What is James Kaplan's direct phone number?
James Kaplan's direct phone number is +156135*****
What schools did James Kaplan attend?
James Kaplan attended City University Of New York-Brooklyn College.
What skills is James Kaplan known for?
James Kaplan has skills like Portfolio Management, Foreign Exchange, Foreign Exchange Risk Management, Financial Analysis, Fx Options, Hedging, Valuation, Foreign Exchange Management, Trading Systems, Proprietary Trading, Client Development, Manage Client Relationships.
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James Kaplan
Member Of The Senior Executive Service, Public Policy And Communications Expert, Who Has Served In The White House, The U.S. Capitol, The Pentagon, Undisclosed Locations In The Ic, And Corporate America.Fairfax County, Va -
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James Kaplan
Greater Chicago Area3gmail.com, c-k.com, gtb.com -
James Kaplan
New York, Ny4gmail.com, pobox.com, mckinsey.com, mckinsey.com4 +191744XXXXX
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