Manager, Client Services

• Mar 2022 - Present

Relationship Manager

• Nov 2017 - Feb 2022

Assist clients with the on-boarding process with brokerage and subscription accounts with TradeStation Securities. Understanding the sophisticated TradeStation platform inside and out, I can explain to clients the numerous tools TradeStation has to offer. I can also explain why these tools it has, can give clients the opportunity to make the more educated trades. After the on-boarding process, I assist clients with anything they may need to make their experience one they will recommend to others. Show less

Client Service Representative

• Jan 2017 - Nov 2017

Assist clients with numerous scenarios, from helping with login and questions with the Tradestation platform, to assisting with execution of complex brokerage trades. These trades include equities, futures, options, commodities and more. I will take the time to educate customers on how to utilize all the benefits of the Tradestation platform, and make sure customers have the tools needed to be successful in the trading world. (Do not make recommendations on individual clients.)

Financial Representative

• Jun 2015 - Dec 2016

•Responsible for building a client base, through numerous avenues, including natural marketing, prospect events, online and more. •Once in front of clients, taking them through the financial planning process to identify any gaps in insurance coverage and retirement needs, educating them on their options and demonstrating the need for immediate action. •Assigned a book of business of current clients in order to confirm and update financial information, review demographic changes and life events and seek potential referral business. Show less

Salesman

• Mar 2013 - May 2015

Salesman who helps customers to find what they need along with convincing them to buy more. I also communicate with co-workers who need help with certain products and other needs. Learn to sell, communicate and work with co-workers, and promoting and advertising to customers. Salesman who helps customers to find what they need along with convincing them to buy more. I also communicate with co-workers who need help with certain products and other needs. Learn to sell, communicate and work with co-workers, and promoting and advertising to customers.