Personal Information
Organization / Workplace
Greater Chicago Area United States
Occupation
Proprietary Intraday Trader
Industry
Finance / Banking / Insurance
About
1. Developed Policy & Procedures (Perl Mortgage) resulting in: 20% workload automation, 782% productivity increase, thousands in cost savings
2. Market Sector Team Lead in a diversified $1.15 million portfolio, directly responsible for $300,000
3. Won & advanced to the International level with a Sell-Side Report in the CFA Challenge.
4. Microsoft Excel Expert (including Macros), Microsoft Office
5. 10+ years of Customer Service Experience