Stephanie Jones

Stephanie Jones

Summary

  • Series 7 License
  • Series 63 License
  • Series 3 License
  • Driven financial professional
  • Tenacious problem solver
  • Exceptional communication skills
  • Exceptionally well-versed in Access, Excel, Word, Outlook, and all aspects of PowerPoint
  • Creative and strategic thinker
  • Pro-active sales person
  • Expert in multi-tasking
  • Energetic and self-motivated
  • Highly organized and detail-oriented
  • Experienced executive assistant
  • Proficient writer
  • Experienced tour guide
  • Competitive solo and synchronized figure skater

Work History

Work History
Aug 2011 - Present

Broker

optionsXpress
  • Chosen to represent optionsXpress at the annual VIP event for Schwab and optionsXpress clients
  • Responsible for responding to the majority of emails sent to optionsXpress regarding trading inquiries
  • Joined the Innovation Team responsible for developing and implementing cutting-edge concepts for optionsXpress and presenting to upper management
  • Discuss equity, equity options, futures, and futures options trading and investing strategies with customers
  • Build rapport with customers to develop long term relationships
  • Regularly address the trading needs of clients via phone and email contact
  • Walk traders through the placement of all types of trades on the optionsXpress website
Feb 2009 - Jun 2011

Market Strategist

Index Futures Group
  • Primary contact for customers regarding technical issues, trading, market movement, etc.
  • Initiated a systematized procedure and organized check list for account opening process
  • Edited internal and external documents for president and CEO
  • Made sales calls to promote business and to open new trading accounts, both corporate and personal
  • Responsible for all lead management, including establishing and solidifying relationship with lead and preparing the CRM database per needs of the company
Nov 2009 - May 2010

President and Founder

Leigh Capital
  • Created company to solicit new business and better meet the educational needs of clients
  • Matched potential clients with futures and commodity brokers or managed futures programs based on their investment requirements
  • Developed strategies with clients to best suit their trading style
  • Assisted clients in dealing with issues relating to trading platforms, brokers, commissions, etc.
  • Utilized phone and email skills for ongoing dialogue with clients and prospects meant to build and maintain relationships
Jul 2007 - Feb 2009

Market Strategist

Brewer Investment Group
  • Worked with customers to place orders in all futures markets and created daily reports with the most up to date market news and data
  • Designed and implemented trading program for clients and executed trades on accounts with discretion
  • Developed Pivot Point trading program for clients with a more risk-averse trading style
  • Regularly updated calendar for Chief Market Strategist to accommodate contract expirations and constantly changing margins
  • Researched relevant market news first thing in the morning to provide manager with important relevant information to start the trading day

Education

Education
Aug 2004 - Dec 2006

BS

Indiana University Kelley School of Business

Skills

Skills

Editing

I am proficient at editing documents for business purposes, including marketing and advertising meant to solicit new business and to enhance existing business.

Outlook

Mac

Word

PowerPoint

Excel

Certifications

Certifications

Series 63

FINRA

Series 3

NFA

Series 7

FINRA