Ryan Shamalian Email & Phone Number

Palo Alto, California, United States

● Reviewing securities activities for different investment products, including foreign securities, stock options● Reviewing client’s trading activities● Monitoring risk controls and control margin risk utilizing risk tools● Handling daily operations involving back office of a securities broker/dealer● Responsible for account opening, on-boarding, trading support and customer service call support● Reviewing new account documents for AML compliance and performing additional research if needed● Comply with regulatory requirements, adapt to new regulatory changes. Have a thorough understanding of internal and external audits, actively review procedures, identify areas of risk, and ensure proper controls are followed.

Los Angeles Metropolitan Area

● Maintain complex project logs and tracking of relevant data with information for use by project assigned staff and all necessary entities through organized and detail oriented processes.● Assist in obtaining, maintaining, and administering the data, information, communications, and approvals required by project with company requirements between all stakeholders.● Prepare, provide support, and publish reports with detailed information metrics, documents and communicate with project leadership and project staff.● Generate, maintain, and distribute periodic performance reports.● Perform resource and cost loading functions, prepare and track earned value progress, accurately reflect completion rate, develop schedule and cost forecasts.

● Performed fundamental and technical market data research to understand current marketconditions and their relevance to open positions during Asian, European, and US Market hours. Making an average of 10% a week and average 35% per month risking less than 1% per trade.● Used predictive analytics proprietary software based on correlations of market conditionscombined with technical analysis to execute trades on a short-term high frequency basis.● Studied trends of yield curves to analyze and execute on company long term goals.● Collaborated with multiple teams of traders/analysts to find best possible entry opportunities for short-term and long-term positions on buy-side and sell-side of the market.● Used proper analysis and problem solving skills prior to execution to determine properly calculated risk to ensure safety of the funds and positions.● Led meetings with company executives to help train, update, and educate beginner traders.

West Los Angeles

● Providing retirement options for clients with Long Term Care, Final Expense and Disability.● Overseeing and administering Investment Contracts, College Planning and Estate Planning, Life, Health insurance and Annuities.● Recruiting, screening applicants, and training of new consultants.● Measure research, solutions, and strategies for clients to enhance their financial future.● Educating the public about their own financial needs by executing a personal financial strategy.● Coordinate and oversee the development of official statements and presentations to clients.