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Summary

10 years of professional sales experience focusing on brokerage and trading software products across entrepreneurial and corporate settings. Expertise in securities/investment products, comparative selling, proactive relationship management, increasing revenue growth in existing business and driving new business opportunities. Active FINRA Series 3, 7, 34  & 63 licenses.  

Work experience

Mar 2014May 2015

Senior Business Development Representative/ Futures Sales Lead

Optionshouse/TradeMONSTER Securities- Chicago, IL
  •  Design and implementation of proactive outreach and relationship management program for new self-directed futures division.
  • Development of systematic sales cycle including contact protocols, promotion tracking, cross selling and on-boarding process resulting in overall improvement in closing ratios and time to close statistics of 20% since inception over previous initiative
  • Actively managed high net worth client relationships through public merger process minimizing VIP account attrition
Mar 2011Feb 2013

Active Trader Sales- Senior Account Executive

Tradestation Securities- Chicago, IL
  •  Introduction and maintenance of retail and professional Equities, Futures and Forex brokerage accounts and software subscriptions with a focus on the active day-trader
  • Worked closely with 3rd party software partners and industry vendors to establish referral pipelines for mutual business development
  • Provided consultative software and research solutions for industry professional subscribers
  • Worked closely with management and marketing  on Dale Carnegie sales training initiative insuring continual training on sales practices for new brokerage products and marketing campaigns
Jan 2007Jul 2010

Senior Account Executive

MFGlobal- Chicago, IL
  • Senior Account Executive Responsible for the introduction, negotiation and maintenance of customer commodity trading accounts
  • Established and improved business with wide array of prospective clientele from individuals to Fortune 500 companies and Private Equity Funds
  • Coordinated and conducted business transactions with 100+ independent and MFGlobal brokers on a domestic and international scale for client accounts insuring fluidity of trading activity
  • Achieved the introduction of 300 new accounts and 20 million dollars in new business for the 2008 & 2009 calendar years resulting in promotion to senior status.

Education

2006

University of Kansas- Bachelor of Arts- History 

Certifications

FINRA Series 3, 7, 34, 63 Licenses