Although I’ve had a successful history in Financial and Trading Services for some of the biggest names on Wall Street, I’ve always had a passion for Carpentry. While I’m not engaging in personal trading opportunities on the equities and options markets, I’m designing and building a variety of custom furniture. I’ve created built-in cabinetry, office desks, bars, banquettes, tables, chairs, radiator covers, and a variety of other items for a diverse range of clientele. Additionally, I provide antique restoration services for my customers.As a Freelance Carpenter and Antique Restorer I have:● Driven excellent customer satisfaction through each of my projects, leading to a steady stream of new and repeat customers.● Adapted to and mastered new techniques to continuously expand a portfolio of highly-specialized pieces.● Consistently completed complex projects on-time and under budget.

At New York Life I took a client-centered approach to ensuring my clients attained their financial aspirations and goals, mainly through emphasizing tax and investment diversification. I offered comprehensive retirement planning that included profit sharing plans, IRA’s, and comparability plans. Through this time I built and maintained a comprehensive portfolio for investment management that was centered around client risk tolerance and market conditions. A few of my proudest achievements here were: ● Securing $100M+ in life insurance contracts, representing a large portion of organizational revenues.● Acquiring $10M+ in annuities contracts for the organization.● Providing business owners with innovative financial strategies to minimize tax obligations and maximize investment contributions.● Driving customer retention and satisfaction by building in-depth rapport while providing regular service follow-up and support and offering Long Term Care for my customers’ peace-of-mind.

As an Equity and Options trader for Maxim I drew upon my vast expertise in financial instruments and Greek derivative analysis to drive high profitability. I conducted targeted industry research and built high-value client relationships to ensure continuous growth. Additionally, I managed, trained, and mentored two direct reports as a Senior Trader, delegating trading responsibilities to each. At this time I engaged in Equity Trading and Arbitrage within all of the major stock and option markets. Importantly, I also authored and presented weekly technical reviews and analyses on securities trends to the company President and Managing Directors. This gave our leadership a strategic perspective on trading strategies and tactics.My most significant contributions in this role were:● Conducted Theoretical and Applied modeling to design several complex trading models incorporating real-time data feeds to promote rapid and efficient trade executions. These models were adopted throughout the organization and are still in use today.● Authoring and rolling out a daily Sector Review Newsletter which grew into a major communication conduit for dramatically increasing client satisfaction and organizational revenues.● Greatly reducing the firm’s risk exposure through close trade monitoring and inventory control of volatile securities.I also have prior experience with E* Trade Financial as an Equity Manager, with Brokerage America as Vice President and as an Equity Trader, and with Fleet Bank, Nash, Weiss, and Company, and Quick & Reilly as a Vice President and Senior Trader.