Experience

R.W. Pressprich & Co.
• United States
• Financial Services
• 1 - 100 Employee
• Institutional Fixed Income Sales

  • Aug 2022 - Present


Self Employed

• Real Estate
• 1 - 100 Employee

• Proprietary Equity Trader

  • Feb 2020 - Aug 2022

  • Manage $100,000 USD, achieved 35% ROI for 2021, performing almost 10% above the S&P 500. • Utilize TC2000 to conduct technical and quantitative analysis of thousands of trade opportunities. • Mitigate risk of multiple positions through volume control, hedging, diversification, and the use of limit and stop loss. • Spend 20/hours a week analyzing market trends, sentiment, and news to uncover opportunities and pursue new investment opportunities. • Manage $100,000 USD, achieved 35% ROI for 2021, performing almost 10% above the S&P 500. • Utilize TC2000 to conduct technical and quantitative analysis of thousands of trade opportunities. • Mitigate risk of multiple positions through volume control, hedging, diversification, and the use of limit and stop loss. • Spend 20/hours a week analyzing market trends, sentiment, and news to uncover opportunities and pursue new investment opportunities.



Berkman Financial

• United States
• Financial Services
• 1 - 100 Employee

• Sales Associate and Funding Specialist

  • Dec 2018 - Jan 2020

  • Generated thousands in additional revenue through fostering relationships and cross-selling to existing client base of small business owners. • Leveraged Salesforce, Five9, and Google Applications to streamline the execution of client requests. • Formulated and executed strategy with sales team in order to surpass revenue targets by over 20%. • Analyzed financial statements, credit history, and the needs of hundreds of small businesses to determine the optimal lending product on a case-by-case basis. Show less



D.A. Davidson Companies

• United States
• Financial Services
• 700 & Above Employee

• Wealth Management and Research Intern

  • May 2018 - Aug 2018

  • Evaluated the business model of dozens of online financial services firms and advised management on the threat to Davidson's existing market share. • Utilized FactSet and Excel to conduct quarterly equity research reports for Research Management department. • Collaborated with Wealth Management and Research Management departments to build a 30-page research guide for clients. • Valued and prioritized hundreds of client accounts based on revenue, account activity, and growth potential. • Mastered Trax software in order to complete thousands of client tasks in a timely manner. Show less