Jonathan Bartlett Email & Phone Number

Boca Raton, Florida, United States

1 World Financial

• Successfully managed a list of ten to forty stocks over a four-year period, trading high volumes each day in a fast paced market. Generated average annual revenue of $3.5 million over the last three years.• Executed private client order flow, mid level sized order flow as well as large institutional orders.• Initiated multi million dollar positions during the day based on market levels and individual stock levels.• Trained six new assistants in all aspects of trading, compliance and market environments – not just NASDAQ market making.

• Sole trader for the Private Client Division, responsible for all Equity, Bond, Currency, Derivative and Deposit transactions for assets totaling approximately $1.2 billion. • Executed, on average, 1500 trades per month, fairly equally divided between foreign and domestic orientation.• Participated in the start up of four very successful funds – two mutual funds and two index funds. Total assets combined grew to more than $2 billion within three years.• Set up a procedure to capture additional revenue on foreign exchange transactions.• Responsible for hiring and training 6 individuals in the trading department as the division expanded.• Co-established the Investment Advisory Group which generated fresh ideas for clients and produced a new revenue stream of nearly $1.5 million.• Interacted directly with high net worth individuals, providing marketable ideas and proposals.• Executed large block trades for clients in takeover situations.• Provided daily market comments to many of the Swiss Bank Corporations offices all over the country and in Switzerland.• Responsible for all trading compliance issues from systems to legality of new techniques.

Education record

Education record