Senior Vice President-Financial Advisor
How would you describe your time at QUAKER SECURITIES INC., SAN...?
* Systemized Quaker's U.S. equities investment selection process by electing and integrating assorted research resources into one product: "The Laffer Combo."
* Created quantitative models that supported part of the investment strategy and fundamental stock recommendations on a daily basis.
* Sole manager of investments and trading in several discretionary accounts.
* Promoted Senior Vice President of a team of four Vice Presidents reporting directly to the Managing Director.
* Originated, updated and distributed fundamental and technical recommendations to customer base.
* Authored daily, weekly and monthly comments on U.S. equity markets that were distributed to a large institutional customer base.
* Conceptualized Quaker's website and administered its commentaries and recommendations on a weekly basis.
* Developed technical indicators that were submitted to the International Federation of Technical Analysts.... 
Registered Sales Representative - Stockbroker
How would you describe your time at SCHRODER SECURITIES, INC., ...?
* Increased revenues by more than $800,000 by marketing financial performance and returns, acquiring new clients, and increasing volume of transactions from existing accounts.
* Provided account management to clients and updated clients on the U.S. equity market suggesting recommendations for investment strategies.
* Advanced rapidly through progressively responsible positions moving to various office locations including Los Angeles, Chicago, New York and Geneva for extensive training.
* Gained experience and training in the arbitrage department, in the block and OTC desks learning from key traders in Los Angeles, and trained with economist and strategist in Chicago.
* Passed Series 7 and Series 3 on first attempt.
* Developed 4 existing accounts and managed 75 new clients....
