Steven Hanson

Full-Time MBA Candidate at W. P. Carey School of Business – Arizona State University
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Phoenix Area

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Credentials

  • Series 66
    FINRA
    Jul, 2019
    - Nov, 2024
  • Series 7
    FINRA
    Jul, 2019
    - Nov, 2024

Experience

    • United States
    • Higher Education
    • 400 - 500 Employee
    • Full-Time MBA Candidate
      • Aug 2023 - Present

      Full-Tuition Merit Scholarship Full-Tuition Merit Scholarship

    • United States
    • Internet Marketplace Platforms
    • 700 & Above Employee
    • Data Analyst III
      • Oct 2022 - Jul 2023

      Led a team as Project Manager for Lean Six Sigma initiative in which I successfully identified an opportunity for $1.5MM+ recurring annual cost savings and presented data-driven, actionable recommendations for leadership to implement policy updates. Uncovered multiple instances of fraud involving support agents colluding with driver accomplices to embezzle payments totaling $8MM+ via fraudulent support tickets. Escalated findings to stakeholders and senior management to coordinate with law enforcement agencies. Provided recommendations for engineers to close technical loopholes in the system and prevent future abuse. Constructed complex queries and dashboards containing data visualizations and insights. Automated to enable stakeholders and management to seamlessly track various metrics involving driver background checks, agent productivity, headcount utilization, and quality assurance. Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Advanced Derivatives & Margin Specialist
      • Feb 2021 - Oct 2022

      Educated and executed trades for internal associates and high frequency traders. Exclusively handled escalated cases requiring specialized knowledge concerning options contracts, collateral, and margin mechanics. Earned multiple company-wide recognition awards and was selected to serve as a mentor for new representatives. Consistently worked 80+ hours per week, ranking in the top 1% for all key performance metrics and earning the highest performance bonus in the department. Consulted with leadership and product engineering teams to help improve the trading platform based on insights gained through working on the options trading desk. Made multiple recommendations after identifying current system limitations and opportunities for new features to be added. Stayed abreast of numerous IPOs, corporate actions (stock splits, mergers, spin-offs, special dividends, de-listings), and fluctuating margin maintenance requirements on publicly traded companies. Interpreted and communicated official Options Contract Adjustments implemented by the OCC. Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Consultant II
      • Nov 2018 - Aug 2020

      Provided investment portfolio consultation and full-scale brokerage coverage exclusively for Merrill’s high net worth (“Premium”) segment of clients. Performed Trade Desk functions as well; personally executing real-time securities transactions involving equities, fixed income instruments, margin, and options contract trading (often exceeding $10MM+ daily volume). Established and strengthened relationships with clients, facilitating the acquisition and retention of assets within the firm. Show less

Education

  • W. P. Carey School of Business – Arizona State University
    Master of Business Administration - MBA
    2023 - 2025
  • Arizona State University - W. P. Carey School of Business
    Bachelor of Science in Finance
    2014 - 2018
  • Highland High School
    Valedictorian, Class of 2014 (class size: 700+). Gilbert, AZ

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