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.
• 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.
• 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.
• 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.
• 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.