Financial Representative

Managed book of business consisting of 20 clients generating approximately $1 million per year in gross profit. Conducted business with traders, PM's and analysts from financial institutions, hedge funds and small family offices. 25% annual growth during the highly volatile 2009-2011 period. Maintaining and growing personal relationships with clients is the cornerstone of my growth during a time of increasing usage of front end technology designed to limit face to face contact.Responsible for various asset class order execution, communicating market moving news in a timely fashion, utilizing market knowledge to provide best execution in any type of environment and managing client commissions via soft dollar and execution only type arrangements.

Responsible for analyzing, troubleshooting and resolving technical issues related to the Bridge Trading System. Called on existing accounts in order to provide comprehensive service and support. Planned, coordinated and conducted informational seminars to educate traders and PM’s on the Bridge Trading System.

Provided technical support to clients regarding the operation and usage of the BridgeStation application.