As a dedicated futures trader, I specialize in navigating dynamic financial markets, identifying short-term trading opportunities, and managing risk effectively. With a disciplined approach and a passion for trading, I focus on futures contracts across indices, commodities, and currencies to capitalize on market fluctuations.

Establish productive and profitable relationships with new and existing clients; deliver detailed product and service overviews tailored to client needs. Conduct first-contact leading needs analysis for all inbound requests from new and existing clients. Oversee lead generation activities. Schedule and maintain new customer consultations and appointments. Ensure outstanding customer experience; escalate complex questions to accounting and financial specialists. Communicate frequently with account managers to ensure outstanding service delivery tailored to client requirements.

Establish productive and profitable relationships with new and existing clients; deliver detailed product and service overviews tailored to client needs. Conduct first-contact leading needs analysis for all inbound requests from new and existing clients. Oversee lead generation activities. Schedule and maintain new customer consultations and appointments. Ensure outstanding customer experience; escalate complex questions to accounting and financial specialists. Communicate frequently with account managers to ensure outstanding service delivery tailored to client requirements. • Increased revenue 27% by effectively upselling accounting and bookkeeping services through well-established client relationships.• Generated average of 20 new clients per week through ongoing lead generation. • Adapted smoothly from tech sales to finance, developing in-depth expertise in company products and services and providing knowledgeable consultation resulting in outstanding sales growth.

Recruited to exceed monthly and quarterly booking targets through relationship-based sales to high-tech B2B clients. Developed in-depth expertise in company services and client needs; provided knowledgeable consultation with regard to lead generation solutions. Cooperated closely with account and sales management teams to deliver outstanding results. Leveraged LinkedIn, Salesforce, and other social media and CRM software to develop high-quality leads; documented outreach activities using Salesforce. Conducted in-depth research into new prospects; identified decision-makers and qualified buying interest and urgency. • Ranked Top 10 out of over 200 sales development representatives nationwide for high volume of bookings and meetings; won company trip to Mexico in strongly competitive sales environment. • Promoted to high-producing account team within 3 months of hiring. • Chosen to present to peers at weekly team meetings to share best practices. • Constantly adapted to needs of new tech clients while consistently driving increasing quotas. • Communicated frequently with internal and client teams to develop in-depth expertise in client requirements and business needs.

Played key role on finance and accounting teams. Reviewed and scanned documentation for accounting transactions. Reviewed, assessed and analyzed laboratory financial statements. Analyzed investment performance and delivered recommendations for future investment strategy.