Investment Advisor

• Mar 2021 - Present

Associate Wealth Management Advisor

• 2018 - Mar 2021

Helping clients meet their financial goals with planning for retirement. I assist our clients with business and personal planning covering: 401k plans, key person buy/sell agreements, IRA's, Life, Health, Long Term Care, Annuities, Financial Planning and Analysis. Helping clients meet their financial goals with planning for retirement. I assist our clients with business and personal planning covering: 401k plans, key person buy/sell agreements, IRA's, Life, Health, Long Term Care, Annuities, Financial Planning and Analysis.

Director of Trade Operations - Trader

• Dec 2010 - Feb 2018

Responsible for creating new trade strategies (S&P Futures) and maintaining appropriate risk parameters. This includes managing daily trades, and evaluating simulated trades, to determine which are placed into production. Maintain daily audit controls and reports with our clearing firm, Advantage Futures, and The CME. Evaluate daily trade logs to ensure proprietary algorithms are adjusting with market conditions and performing at capacity. Identified & removed opportunities for risk by 3%, resulting in gains of 10% overall. Primary point of contact for vendor selection and ongoing relationships, which demands regular collaboration. Able to edit and update Java coding in order to troubleshoot and correct code development/integrity. Develop budgets, forecasts, and strategic plans. Show less

Trader

• 2008 - Feb 2010

Traded futures, currencies, stocks, and fixed income products. Personally responsible for clearing nearly 10MM annual net revenue from my trade desk. Trading platforms included: The CME, CBOT, Govex, and BrokerTec. Collaborate directly with programming & IT teams where we reduced latency and increased trade profitability. Traded futures, currencies, stocks, and fixed income products. Personally responsible for clearing nearly 10MM annual net revenue from my trade desk. Trading platforms included: The CME, CBOT, Govex, and BrokerTec. Collaborate directly with programming & IT teams where we reduced latency and increased trade profitability.

PGA Golf Professional

• Jan 2008 - Jul 2008

Increased play and golf revenue through multiple strategic marketing campaigns with local hotels. Developed email database and advertising campaigns to increase outside play from non members. Wrote ad campaigns for local newspapers and billboard ads. Ran day-to-day golf shop operations and provided golf instruction. Increased play and golf revenue through multiple strategic marketing campaigns with local hotels. Developed email database and advertising campaigns to increase outside play from non members. Wrote ad campaigns for local newspapers and billboard ads. Ran day-to-day golf shop operations and provided golf instruction.

PGA Golf Professional

• Dec 2005 - Jan 2008

Managed, hired, and trained 30 employees in the golf shop and Outside Services operations. Responsible for the coordination of more than 20,000 annual public and member tournament rounds. Merchandise buyer for golf shop ($500,000 inventory) Increased margins by 8%. Appointed NCGA Chairman where member base exceeded 2,000 professionals and responsibilities included: member on-boarding, accounts payable, and accounts receivable Managed, hired, and trained 30 employees in the golf shop and Outside Services operations. Responsible for the coordination of more than 20,000 annual public and member tournament rounds. Merchandise buyer for golf shop ($500,000 inventory) Increased margins by 8%. Appointed NCGA Chairman where member base exceeded 2,000 professionals and responsibilities included: member on-boarding, accounts payable, and accounts receivable

Assistant Golf Professional

• Oct 2004 - Jul 2005

Assisted with inventory control system. Assisted with merchandise buying plan. Helped with the set up for the Faldo Golf Institute Assisted with inventory control system. Assisted with merchandise buying plan. Helped with the set up for the Faldo Golf Institute

Merchandiser

• Aug 2004 - Sep 2004

Merchandise and inventory control. Set-up and take down of over 30,000 sq ft of merchandise space. Merchandise and inventory control of over 50,000 different products. Merchandise and inventory control. Set-up and take down of over 30,000 sq ft of merchandise space. Merchandise and inventory control of over 50,000 different products.

Assistant Golf Professional

• Jan 2003 - Jan 2004

Coordination of member and corporate golf outings. Managed merchandise tent for FBR Capitol Open Instructor for golf camps and clinics Coordination of member and corporate golf outings. Managed merchandise tent for FBR Capitol Open Instructor for golf camps and clinics