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Provide guidance, clarity, and strategy on IKL sales model, potential advertising & marketing avenues, and setting up sales & performance strategies & KPI

Developed, implemented, and executed baseline investment approach (top-down global Macro-strategy – m/l term)utilizing fundamental and technical analyses in identifying potential high reward/low risk investment opportunities- Outperformed market benchmarks with portfolio return yielding +36%y/y with a maximal drawdown of -3.8%y/y over a two year period

Proposed, developed, and implemented detailed solutions for new sales and relationship management processes, i.e., initial formations and cross-functional integrations for various stages within the client life-cycle process from on-boarding to retention, customized tier-based client communique, sales team training & compensation, and departmental infrastructure

Supervised FX research division and directed company prop trading account (initial AUM: $1m USD, G10 & EM currencies) - outperformed all market benchmarks with portfolio returns of +43.26%y/y with a maximum drawdown of just -3.04%y/y

Researched and authored weekly, monthly, and quarterly currency and commodity market updates, reports, and forecasts – i.e., Reuters Monthly Crude Oil Forecasts, FX Week Currency Market Forecasts - Traded FX, FX derivatives, and CFDs for the company’s prop accounts - Fulfilled requests for live interviews (television, radio, print), trade expo presentations, and magazine publications to provide market insights on developing trends, market moving events, central bank i-rate… Show more Researched and authored weekly, monthly, and quarterly currency and commodity market updates, reports, and forecasts – i.e., Reuters Monthly Crude Oil Forecasts, FX Week Currency Market Forecasts - Traded FX, FX derivatives, and CFDs for the company’s prop accounts - Fulfilled requests for live interviews (television, radio, print), trade expo presentations, and magazine publications to provide market insights on developing trends, market moving events, central bank i-rate expectations, cross-asset flows, market correlations, and specific FX price forecasts from major news syndicates (WSJ, Reuters, Forbes, CNBC) - Authored daily advisory reports within the G10 & EM FX space (published & distributed for GCAP’s trade desk, HVCs, institutional clients & partners, & major global business news syndicates) identifying specific entries & exits for potential ‘low risk: high reward’ trade setups; accuracy of market forecasts resulting in the street nickname, ‘Oracle of FX’ - CNBC Show less

Managed a team of twelve associates with the primary objective of improving client retention ratios and decreasing turnover for high value clients (HVCs) - Developed innovative strategies to increase efficiency to daily operational workflow (CRM/database management, HVC identification, assessment, & prioritization) and marketing operations (tier-based marketing campaigns) resulting added revenue generation of +11%y/y - Reported performance results, proposed fresh marketing… Show more Managed a team of twelve associates with the primary objective of improving client retention ratios and decreasing turnover for high value clients (HVCs) - Developed innovative strategies to increase efficiency to daily operational workflow (CRM/database management, HVC identification, assessment, & prioritization) and marketing operations (tier-based marketing campaigns) resulting added revenue generation of +11%y/y - Reported performance results, proposed fresh marketing initiatives, and authored whitepapers (upon direction by CEO & CMO) for publication on public website and presentation to upper management & shareholders (monthly & quarterly) - Surpassed all monthly quotas and KPI for duration of position resulting in collaborative recalibration with executive team to performance standards and compensatory incentives Show less

Selected by the executive team as one of two associates to be the founding members of a new sales department and marketing initiative with the primary objectives of increasing retention ratios via effectively building, developing, and maintaining relationships with a targeted portion of the existing client base - Developed, proposed and implemented KPI, compensation packages, and work-flows for an eventual formation of a new departmental rollout - the Relationship Management department… Show more Selected by the executive team as one of two associates to be the founding members of a new sales department and marketing initiative with the primary objectives of increasing retention ratios via effectively building, developing, and maintaining relationships with a targeted portion of the existing client base - Developed, proposed and implemented KPI, compensation packages, and work-flows for an eventual formation of a new departmental rollout - the Relationship Management department - Exponentially surpassed management expectations, quotas, and requirements with monthly and quarterly numbers printing and setting record levels resulting in the expansion of a two member project to a dedicated 30 associate department within 2 quarters Show less

Consistently outperformed all sales quotas and KPI – registered in the top three for conversion and individual sales (total # of accounts, total $ value) for the entire Sales department on all time frames