Robert Streit Email & Phone Number

Westlake, Texas, Us

• Provide support to Schwab's most sophisticated, high volume trading clients by handling approximately 20-40 inbound calls per day. Educate clients regarding option trading, futures, margins, risk management, market mechanics, and electronic trading platforms. • Subject Matter Expert for traditional and non-traditional products and markets including Portfolio Building, Interest Rate Investment and Hedging and Option Strategies.• Utilize a consultative approach with each client-understanding clients' market and trading knowledge, trading goals/objectives and overall risk parameters. Discuss appropriate solutions which best fits the clients financial objective objectives. • Well versed in discussing complex trading products.

Atlanta, Georgia, Us

• Provided financial strategies and solutions to high-net-worth clients including retirement and estate planning, insurance protection, income distribution strategies, college funding, and debt management.• Developed new business relationships through networking, social media, marketing strategies, and conducting presentations.• Extensive knowledge regarding a wide range of investment products and solutions including equity, fixed income, insurance, active/passive management and third party managed accounts.

Wheaton, Il, Us

• Implemented algorithmic trading systems, analyzed pricing and liquidity parameters, and leveraged rule-based models to identify profitable opportunities in Foreign Exchange (FX), equity, commodities, and fixed income markets• Executed daily FX transactions in spot and forward contracts by monitoring market movements to manage a global macro book of FX positions• Managed portfolio risk to reduce positions and retain balance during extreme market events. • Applied proficient knowledge of interest rate derivatives (e.g., convexity, duration, options, and volatility pricing) to develop yield curve and hedging strategies

New York City, New York, Us

• Acquired and managed relationships with hedge funds and large institutional clients. Educated clients on futures products which led to an increase in clients assets and revenue. • Led large market development initiatives by applying Six Sigma processes while running sales and trading operations.• Assisted with developing and improving a Futures Commission Merchant (FCM) and connected with clients regarding CRM solutions.

Paris, Fr

• Built a client book of hedge funds, foreign banks, and asset management firms by providing tools and trade ideas, as well as by leveraging proficiency in CTA structures and operational set-up. Achieved 25% client growth for multiple years. • Optimized trading counterparty and correspondent relationships and minimized business expenses by collaborating with several vendors and reviewing monthly financials. • Developed and executed product strategy, vision statement, and value proposition to efficiently and effectively transition clients during a large-scale merger

London, Gb

• Senior Vice President for Chicago operation in charge of Exchange Traded Derivative Sales and Risk Management of Futures & Options traded on the CBOT , CME and CBOE exchanges. • Built, managed, and mentored strong team meeting demanding client base needs to effectively increase bottom line • Collaborated in execution of Six Sigma initiative as Project Manager, reviewing futures operation to enhance efficiency and optimize execution.