Stephanie Jones

Stephanie Jones


  • 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 experience

Work experience
Aug 2011 - Present


  • 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


Aug 2004 - Dec 2006


Indiana University Kelley School of Business




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








Series 63


Series 3


Series 7