Experience

Elevated Capital Advisors, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Director of Trading

  • Jul 2019 - Present

  • Aid new business through welcoming advisors nationally and have helped grow the firm from $115 million in AUM to over $250 million in AUM today.• Implemented the firm’s trading program and oversee ongoing trading activities.• Review and approve all marketing and advertising materials.

• Chief Compliance Officer & Director of Trading

  • Oct 2017 - Present

  • Participate in developing, maintaining and implementing improvements to the firm’s compliance policies and procedures• Manage and guide firm cycles including, daily supervision, client accounts, trading, and company policies and procedures.• Continually execute appropriate research, testing and analysis to ensure organization policies are maintained at a level commensurate with regulatory expectations.