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Equity Sales Trader Resume Samples
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0-5 years of experience
- Transacted $1.2 billion annually of Canadian equities on behalf of pension, retirement, hedge and mutual funds.
- Cold called new business prospects, winning ten new hedge and mutual fund clients generating $5 million in annual sales
- Managed 23 existing trading accounts increasing business by up to 75% with select accounts.
- Managed and increased trading desk relationships with three of the ten top accounts (Fidelity, Sanford Bernstein, and Dreyfus).
- Implemented morning meeting best ideas into value for clients.
6-10 years of experience
- Monitored securities markets and bought or sold equity products based on financial data and research
- Applied financial acumen and securities markets knowledge to evaluate stock or preferred stock information and made investment decisions
- Exposure to institutional trading, rights/warrants offerings and firm capital commitment
- Supervised the firm’s operations on the NYSE floor and ensured compliance with NYSE, FINRA and SEC regulations
10+ years of experience
- Managed and traded domestic equities utilizing ARCA, Sigma-X, and Dark Pools
- Conducted evaluations of daily executions and performance
- Performed volatility, fundamental, and technical research analysis
- Monitored market activity, conditions
- Disseminated market intelligence to customers relevant to positions
- Correlate with salesman in regard to customer requests
- Facilitate consumption reports to clients regarding DeMatteo Monness portal usage
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
