Investment Advisor Resumes in ------: Timothy

Investment Advisor Resume

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Name:

Timothy

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Most Recent Job Title:

Investment Advisor

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QUALIFICATIONS SUMMARY

Remarkably astute, results-driven and tenacious executive equipped with broad-based experience in Trading, Finance, and Investment Management. Demonstrate proven expertise in all aspects of brokerage operations combined with proven record of success in delivering high profitability through targeted industry research, innovative portfolio management and valuable client relations. Highly adept at utilizing out-of-the-box techniques in developing effective strategies to increase efficiencies and to achieve aggressive business goals. Accustomed to establishing win-win relationships high net worth individuals by providing business solutions and ensuring utmost satisfaction. Possess a keen eye for detail and able to multitask in fiercely competitive, challenging and fast-paced environment.

AREAS OF EXPERTISE

- Technical and Fundamental Analysis

- Competitive Market Trends Research

- Risk Management and Securities Regulation

- Strategic and Tactical Planning

- Outstanding Customer Relations

- Training, Leadership and Team Building

- Superior Presentation and Negotiation Skills

- Articulate Oral and Written Communication

- Problem Solving and Decision Making

- Organized with Strong Analytical Abilities

PROFESSIONAL EXPERIENCE

PROPRIETARY EQUITY TRADER 2008–PRESENT

PROTRADE SECURITIES, LLC WEST PALM BEACH, FL

Provide expert oversight to daily trading of equities on both long and short positions. Utilize real-time trading software platforms such as RealTick, Razor and DAS Trader Pro in preparing all transactions. Coordinate daily fundamental and technical analysis as decision making tools for entering trades.

Notable Accomplishments:

- Demonstrated in-depth knowledge of securities markets and trading techniques and strategies

- Extensively researched technical patterns, earning releases, insider buying / selling to enter profitable trades of individual stocks as well as ETF’s

YACHT BROKER 2004–2008

EAST ATLANTIS YACHT SALES LLC PALM BEACH GARDENS, FL

Directed and coordinated daily operational aspects of a yacht brokerage company focusing on sales, profitability and marketing. Determined staffing requirements: recruited, trained, and supervised sales staff to develop their skills. Oversaw monthly maintenance of new and used inventory. Established long-term quality relationships with international high net worth individuals by guiding them throughout the process and providing total satisfaction.

Notable Accomplishments:

- Successfully sold and marketed new and used yachts from 50 to 100 feet to high net individuals with prices ranging from $250K to $3M

- Directly secured dealership for major Taiwanese yacht manufacturer that produced yachts from 40 to 82 feet

- Conceptualized an innovative marketing plan including print, Internet and multimedia advertising as well as inventory yacht displays at international boat shows

- Instrumental in floor plan financing for dealer owned yachts as well as trade inventory

- Secured 1M floor plan financing with major regional bank

- Licensed Bonded and Insured Florida Yacht Broker in the State of Florida

MANAGING DIRECTOR, FIXED INCOME 2002–2004

LEERINK SWAN BOSTON, MA

Initiated the development of fixed income trading desk to trade municipals, corporate, CMOs and governments. Built and cultivated productive relationships with broker dealers, institutions, insurance companies and retail customers to generate referrals and new business opportunities. Collaborated with broker dealers and internal retail accounts in reconciling daily trades. Rendered assistance in diversifying customer portfolios across all fixed income assets. Conducted research and advertised fixed income products through Bloomberg.

Notable Accomplishments:

- Provided exceptional performance in managing retail book consisting of more than $75M in assets

- Facilitated training to retail brokers to enhance knowledge in fixed income

- Successfully increased commissions generated through fixed income as well as elevated overall assets under management

VICE PRESIDENT / FIXED INCOME BROKER / TRADER 1999–2002

TUCKER ANTHONY / RBC DAIN RAUSCHER WELLESLEY HILLS, MA

Displayed unsurpassed leadership and expertise for a retail /institutional fixed income business with $75M under management. Proactively involved in both initial public stock offerings / secondary syndicate offerings on behalf of customers. Assisted customers in building diversified portfolios through private money managers.

Notable Accomplishments:

- Instrumental in trading syndicate municipal government and corporate fixed income products to existing and new clients

- Generated a significant improvement in capital for private equity transactions

- Recognized as the Chairman’s Council in year 2000 for demonstrating exemplary performance along with high-degree of personal commitment and dedication

- Produced an average annual gross commissions of $450K, with $50M under management

EDUCATION

BACHELOR OF MANAGEMENT

Minor in Finance

- University of Massachusetts, School of Management, Amherst, MA: 1989

Technical Analysis Fundamentals: 2008–2009

LICENSURES

NASD Series 53: 2002–2004

NASD Series 63: 1990–2004

NASD Series 7: 1990–2004

COMMUNITY INVOLVEMENT

Boca Raton Community Hospital | Quantum House | St. Mary’s Hospital | Ronald McDonald House

ACTIVITIES AND INTERESTS

Member, Jupiter Country Club, Sport Fishing and Scuba Diving

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