Experience

Keller Williams Realty of Cherry Hill NJ

• Real Estate
• 1 - 100 Employee

• REALTOR

  • Nov 2016 - Present

  Representing clients buying, selling and investing in residential real estate. Focusing on Haddonfield, NJ and the surrounding communities. Representing clients buying, selling and investing in residential real estate. Focusing on Haddonfield, NJ and the surrounding communities.



Independent

• Uganda
• International Trade and Development
• 1 - 100 Employee

• Equity and Options Trader

  • Jan 2016 - Nov 2016

  Researched, developed and back/forward tested automated trading strategies. Using my overbought/oversold screening process found opportunities for option credit spread trades. Researched, developed and back/forward tested automated trading strategies. Using my overbought/oversold screening process found opportunities for option credit spread trades.



Severin Investments LLC (RIA)

• Vice President & Portfolio Manager

  • Apr 2015 - Oct 2015

  Managed equity and exchange traded fund portfolios valued at $60 million for our clients. Responsible for tactical investment decisions, individual security selection and trading/rebalancing of portfolios. Outperformed benchmark for equity only portfolios by over 200 basis points during six month management period. Published weekly market commentary informing our clients of general market conditions and our strategy. Managed equity and exchange traded fund portfolios valued at $60 million for our clients. Responsible for tactical investment decisions, individual security selection and trading/rebalancing of portfolios. Outperformed benchmark for equity only portfolios by over 200 basis points during six month management period. Published weekly market commentary informing our clients of general market conditions and our strategy.



Kershner Trading Group

• United States
• Financial Services
• 1 - 100 Employee

• Senior Equity Trader & Analyst

  • Oct 2009 - Dec 2014

  Developed, implemented, and executed profitable event-driven trading strategies. Established effective and profitable trading methods through careful analysis of market trends, conditions and catalysts; minimized risk by close management of positions using proprietary exit strategies. Five consecutive years of positive returns earning a steady increase in allocated capital equaling $5 million. Performed in depth research on individual securities as well as trading strategies to identify and capitalize on market opportunities. Contributed to the firm’s profitable growth by developing a proprietary, automated trading strategy in close collaboration with the in-house quant team. Mentored junior traders; fostered the development of trading strategies and helped mitigate risks.



Sungard Assent LLC

• United States
• Software Development

• Senior Proprietary Equity Trader

  • Oct 2001 - Aug 2009

  - Worked within a group of high performance traders, cultivating profitable trading strategies generating millions of dollars in earnings for the firm. - Generated double digit returns on allocated capital during 2007 and 2008 bear market - Regular collaboration with software design team, improving efficiency and features of firm’s execution software - Worked within a group of high performance traders, cultivating profitable trading strategies generating millions of dollars in earnings for the firm. - Generated double digit returns on allocated capital during 2007 and 2008 bear market - Regular collaboration with software design team, improving efficiency and features of firm’s execution software



Hold Brothers Capital, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Proprietary Equity Trader

  • 1997 - 2001

  - Developed and implemented a long/short momentum-based approach using both fundamental and technical catalysts - Net return on allocated capital of 29% during 2000 bear market -Mentored junior traders - Developed and implemented a long/short momentum-based approach using both fundamental and technical catalysts - Net return on allocated capital of 29% during 2000 bear market -Mentored junior traders



CE Unterberg Towbin LLC (Boutique Investment Bank)

• Associate Equity Analyst

  • 1996 - 1997

  - Co-authored dozens of actionable investment recommendations on satellite communications sector, including an industry-wide research report delivered to hundreds of buy-side institutional clients. - Created and maintained earnings models, with quarterly and yearly projections. - Regular and direct communication with top management at companies within our coverage sector, enabling timely updates to earnings projections and investment theses. - Co-authored dozens of actionable investment recommendations on satellite communications sector, including an industry-wide research report delivered to hundreds of buy-side institutional clients. - Created and maintained earnings models, with quarterly and yearly projections. - Regular and direct communication with top management at companies within our coverage sector, enabling timely updates to earnings projections and investment theses.