Mark Dull Email & Phone Number

Every family is unique and through an understanding of economic trends and global market cycles I am able to partner with new and existing clients in a thorough portfolio review. By assessing your investment objectives, risk tolerance, and time horizon to achieve financial goals, I can take the time to identify your most important issues and address them first. Prepared investment analyses for clients invested funds and new capital, including several with more than $5M in personal assets. Advised clients quarterly and annually on individual portfolio performance ensuring clients’ needs are aligned with projected results.Counseled client list through critical and volatile investment issues involving Refco LLC (2005) and MF Global (2011) bankruptcies. Took proactive stance through telephone calls, emails, and letters to promote a favorable understanding of the issues and how bankruptcy proceedings were progressing.Initiated Certified Financial Planner training program for investment executive sales team for new business development opportunities.

Chicago Board Of Trade

Launched and grew a successful start-up brokerage operation in the fiercely traded 30-Year U.S. Treasury bond pit on the Financial floor of the Chicago Board of Trade. As a top step trader educated clientele and grew sales based on work ethic, reputation, networking, and referrals. Associate Member Chicago Board of Trade.Executed $500M in 30-Year U.S. Treasury bond futures for Goldman Sachs, Merrill Lynch, and Refco Commodities daily. Ensured effective risk management, asset allocation, and trading account P&L.Responded productively to turbulent financial market conditions, relying on quick-on-my-feet thinking to assess client investment positions, identify possible solutions, and made sound on the spot decisions.Monitored and reported to clientele on both technical and fundamental factors affecting the interest rate fixed income markets. Helped maintain calm, professional atmosphere in high-stress environment.

Chicago Board Of Trade

Daiwa securities was the first Japanese firm to obtain clearing privileges at both the Chicago Board of Trade and Chicago Mercantile exchanges.Selected by senior management to hold full responsibility for both Tokyo and New York office’s 30- Year U.S. Treasury bond desk floor trade executions.Executed $400M in 30-Year U.S. Treasury bond futures daily.Managed daily Profit & Loss responsibility through trade reconciliation and provided follow up with office brokers on P&L.

Chicag Board Of Trade

Recommended short-term and long-range option trading strategies for institutional and retail clients fixed income portfolios.Implemented trades in the 30-Year U.S. Treasury Bond Options pit.Executed $200M in 30-Year U.S. Treasury bond options futures daily.

Certified Financial Planning Program, Financial Planning And Services

Education record

Education record