Bio
Experience
-
Zacks Investment Research
-
Chicago, Illinois, United States
-
Account Mgr.
-
Dec 2009 - Present
-
Chicago, Illinois, United States
Sold and assisted clients with performance graphs for their annual reports.Made sales of data to academic institutions and redistributors of data.Showcased and sold filing services such as EDGARization and XBRL tagging.Assisted the Department Head with many projects.Trained new sales team membersQuality Control for graphs and SEC filings
-
-
-
Lind-Waldock
-
Chicago, Illinois, United States
-
Trade Desk Supervisor
-
Mar 1987 - Jun 2006
-
Chicago, Illinois, United States
Managed up to 5 people in the buying and selling of commodity futures and options for institutional and retail accounts in a desktop environment and supervision of all related procedures including deliveries and funds transfers.Consistently used various programs such as MS Word, MS Excel, MS Outlook, Adobe Acrobat, Peoplesoft, KEA, CME-SPAN and in-house software.Was responsible for configuring employees’ PCs to interact with new systems as the company merged.Was responsible for assistants’ ability to use newly acquired programs.Used the internet to research obscure commodity products.Made appointments for customers to discuss higher degrees of service.Trained new employees, monitored last-trade dates for held positions, corrected mistakes on financial statements.Passed Series III Licensing Exam on first attempt.Started as a quoter.
-
-
Education
-
University of Illinois at Urbana-Champaign
Bachelor of Fine Arts (B.F.A.)
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
Need a custom project? We'll create a solution designed specifically for your project.
References
Social Profiles
Community