Lee Wilson, Mba Email & Phone Number

Richmond, Virginia Area

Richmond, Virginia

• Performed due diligence of investment alternatives for individual clients.• Analyzed risk scenarios for clients based on their risk tolerances versus their current holdings.• Developed analysis tools that served as an initial filter for analyzing stocks. This tool incorporated a combination of current techniques, research, and ratio analysis.• Aided customers with financial goal planning using E-Money software.

Richmond, Virginia Area

• Researched and developed investment choices for clients based on their goals and risk. Investment choices include but are not limited to ETFs, mutual funds, closed ended funds, and fixed income investments.• Developed and implemented a new method for rebalancing client accounts.• Performed discounted cash flow analysis on potential firm investments.• Built and maintained a comprehensive list of investment options amongst all major asset classes.• Assist the Vice President of Client Services and Operations in maintaining client accounts as well as researching and implementing new tools that can be used by the firm and clients.

• Traded wheat options in the pit at the Chicago Board of trade while hedging my trades in the futures market. I managed my position on a daily basis by monitoring the risk associated with dramatic market swings as well as the changes in the volatility and the market skews.

• Managed the positions of senior traders and executed trades as hedges for their positions.• Aided in the preparation of senior trader’s models based on volatility and skews.• Tabulated profit and losses for traders based on their current positions.

Assistant Research Analyst August 2005 – February 2008• Aided in compiling market research packets before market hours that the company issues daily regarding overnight markets, moving averages, full carry-outs, weather, and overnight wires that contain relevant information concerning tenders and other countries’ markets.Floor Employee August 2005 – February 2006• Delivered and retrieved orders as well as inquired about bid – offers for relevant months and spreads. Also, gathered market information for commodities of interest.

• Traded E-Mini Russell, E-mini S&P 500, and Gold futures outright using technical analysis based on Japanese candlesticks combined with moving averages and volume. Further technical analysis encompassed point and figure charts and market profile.

• Employee of Scott Wayne Shellady in the corn futures pit.• Responsible for the organization and reporting of orders on the electronic computer.• Conversed with customers giving market related updates throughout the course of the day.• Managed the reconciliation of brokerage accounts on a daily basis.

Master Of Business Administration (Mba), Finance, General

Education record

Five week course concentrating in the areas of management, finance, excel, marketing, and accounting conducted

Ba, Economics