Todd Holman Email & Phone Number

• Conduct extensive market analysis to identify and execute profitable trading opportunities across various financial markets.• Develop and implement customized trading strategies tailored to specific market conditions and personal financial goals.• Monitor economic trends and global events to assess potential market impacts, adjusting trading strategies proactively.• Manage risk through thoughtful position sizing and employing stop-loss and take-profit orders.• Implement Brian Shannon's strategies focused on Anchored Volume Weighted Average Price (AVWAP) and risk management to enhance trading precision

Greater Seattle Area

Recruited to ShareBuilder 401k, leading provider of online retirement services vendor due to extensive knowledge of the financial services industry and demonstrated customer relationship skillsQuickly promoted from Account Management to Senior Account Executive positionProven ability to identify and acquire new accounts while retaining existing clientsExcellent communicator with expertise in the B2B sales processCommitted to building long-term relationships and finding solutions to meet customer needs, resulting in mutual growthAchievements:Ranking of number one sales person in 2014, 2013 and 2012Achieved 140% of annual sales quota for 2014 and 125% for 2013Awarded president’s club trip by being top sales person and demonstrating exemplary leadership skills two of three years offered

Greater Seattle Area

Implemented a consultative approach to client servicing that focused on understanding the client's life goals and financial goals alongside their current financial situationProvided the in-house customer service arm to a team servicing 500+ clients Became the first line of contact with mortgage loan clients to address any of their needs relating to their investment and banking portfolioAssisted walk-in banking clients with their fund transfer requests

Greater Seattle Area

Serviced 200+ clients with total assets of over $50 million Interfaced with clients to develop an investment portfolio to meet their financial objectivesProactively contacted existing clients to maintain client relations and to discuss any outstanding issues, changes in financial goals, or to discuss the current market situationWorked as a Client Service Associate for 2 years providing customer service by following up on clients' requests ranging from accepting and executing trades, opening new accounts, issuing funds out of accounts, researching transaction history, explaining fees or account related servicesServiced a 90+ person office to meet their day-to-day technical problems

Crps

Business/Economics