Kevin S. Mccauley

Kevin S. Mccauley Email and Phone Number

Entrepreneur & Finance Expert | Lifelong Learner | Driven by Relationships, Innovation, and Development @ TradeStation
Kevin S. Mccauley's Location
Chicago, Illinois, United States, United States
Kevin S. Mccauley's Contact Details

Kevin S. Mccauley work email

Kevin S. Mccauley personal email

n/a
About Kevin S. Mccauley

What sets me apart as a leader is my entrepreneurial mindset and my ability to create a team culture that not only drives growth but also fosters collaboration. I prioritize open communication, trust, and mutual respect among all team members, ensuring that every idea is valued and diverse perspectives are actively encouraged. This inclusive approach strengthens the team and leads to more innovative and effective outcomes.Beyond team building, I bring extensive experience as an active trader with a proven track record across the derivatives, equity, and futures markets. My analytical skills are complemented by a deep expertise in crafting and interpreting balance sheets, income statements, and cash flow statements. My background in trading, coupled with my focus on nurturing a collaborative team culture, equips me to contribute meaningfully to both individual and collective success.

Kevin S. Mccauley's Current Company Details
TradeStation

Tradestation

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Entrepreneur & Finance Expert | Lifelong Learner | Driven by Relationships, Innovation, and Development
Kevin S. Mccauley Work Experience Details
  • Tradestation
    Global Institutional Sales
    Tradestation Nov 2024 - Present
    Plantation, Fl, Us
  • Riverwalk Capital, Llc
    Managing Director
    Riverwalk Capital, Llc Nov 2019 - Present
    Chicago, Il, Us
  • Morgan Stanley
    Team Lead, Active Trader Sales – United States
    Morgan Stanley Oct 2022 - Mar 2024
    New York, Ny, Us
  • E*Trade From Morgan Stanley
    Active Trader Sales - Midwest
    E*Trade From Morgan Stanley Jul 2017 - Mar 2024
    Us
    • Over $1B generated in new assets.• Circle of Excellence Award - Top Revenue Producer.• B2B Affiliate Sales Program• Facilitate Active Trader appointments with HNW clients providing advanced strategy, derivatives, hedging, risk management, portfolio margin accounts, tools, and platform education.• Midwest Territory Manager (External Wholesaler), responsible for working with FA leadership to help develop a strategy to acquire clients’ held away, self-directed brokerage assets to E*TRADE.• Presenter at Investor Education Day events, Trading Webinars, Money Shows, and Expos to drive 1:1 client appointments and impact the acquisition and retention of Active Trader clients.• Cross-functional collaboration with marketing, product, and operation teams to improve the customer experience.
  • Optionshouse Is Now E*Trade
    Active Trader Service Representative
    Optionshouse Is Now E*Trade Mar 2016 - Nov 2016
    • Answer inbound calls, chats, and secure messages that facilitate the trading activity of the Active Trader client and support specific inquiries and issues centering on areas of trading, margin, and risk. • Provide excellent customer service and demonstrate creative problem-solving skills to effectively respond and deliver a world class experience for the Active Trader client.

Kevin S. Mccauley Skills

Customer Service Teamwork Microsoft Excel Microsoft Office Finance Microsoft Word Time Management Financial Modeling Investments Communication Skills Financial Analysis Portfolio Management Powerpoint Leadership Assertiveness Risk Management Research Public Speaking Management Sales Equities Securities Mutual Funds Bloomberg Social Media Crm Team Building Communication Critical Thinking Social Networking Business Strategy Business Development Marketing Event Planning Strategic Planning Social Media Marketing Direct Sales Market Research Economics Trading Commodity Markets Commodity Access Facebook Python Databases Salesforce.com Salesforce Team Management Prospect

Kevin S. Mccauley Education Details

  • Michigan State University - Eli Broad College Of Business
    Michigan State University - Eli Broad College Of Business
    Finance
  • Grand Valley State University
    Grand Valley State University
    And Finance

Frequently Asked Questions about Kevin S. Mccauley

What company does Kevin S. Mccauley work for?

Kevin S. Mccauley works for Tradestation

What is Kevin S. Mccauley's role at the current company?

Kevin S. Mccauley's current role is Entrepreneur & Finance Expert | Lifelong Learner | Driven by Relationships, Innovation, and Development.

What is Kevin S. Mccauley's email address?

Kevin S. Mccauley's email address is ke****@****ade.com

What schools did Kevin S. Mccauley attend?

Kevin S. Mccauley attended Michigan State University - Eli Broad College Of Business, Grand Valley State University.

What are some of Kevin S. Mccauley's interests?

Kevin S. Mccauley has interest in Politics, Science And Technology, Education, Economic Empowerment.

What skills is Kevin S. Mccauley known for?

Kevin S. Mccauley has skills like Customer Service, Teamwork, Microsoft Excel, Microsoft Office, Finance, Microsoft Word, Time Management, Financial Modeling, Investments, Communication Skills, Financial Analysis, Portfolio Management.

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