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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 experience

Aug 2011Present

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 2009Jun 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 2009May 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 2007Feb 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

Aug 2004Dec 2006

BS

Indiana University Kelley School of Business

References

Michael Esposito

I have worked with Stephanie in a professional environment for nearly a couple of years. She is incredibly intelligent, astute, and is very competent. She always completes tasks in a timely, organized and detailed manner. If there is a task she is unsure of or doesn't thoroughly understand, she always takes the initiative to find and become proficient in the information she needs to complete the task. I believe there is no job or task she doesn't have the faculty to handle in a competent and professional manor. I would be pleased to work with her under any circumstance. Since having left this office, I can honestly say, I truly miss her. If you have any desire to discuss this or any other aspect of her professional ability, I would encourage you to contact me.

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

Portfolio

Portfolio

Certifications

Series 63

FINRA

Series 3

NFA

Series 7

FINRA