Steven Freed

Experience

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  Kaufman, Rossin & Company, CPA’s/Rachlin, Cohen & Holtz, CPA’S

  Feb 1994 - Jun 2000

  Manager - Audit, Litigation and Consulting Services

  As a Manager, I performed and supervised review and compilation engagements including budgeting and planning, billing and collection as well as assisted clients with preparing their financial statements. My clientele ranged from private to publicly held companies including those in the banking, real estate, healthcare, retail and brokerage industries.My litigation services included assisting attorneys in cases ranging from civil matters to fraud utilizing forensic accounting and performing valuations. These services also included the diligent review of plaintiff/defendant records and participation in depositions. I also assisted attorneys, venture capital groups and underwriters in connection with public offerings..Obtained, developed and maintained relationships with clientele in private and publicly held companies including those in the banking, real estate, healthcare, retail and brokerage industries.Worked directly with Client executives to resolve difficult accounting issues and properly present financial statements.Assisted attorneys in cases ranging from fraud to civil matters through diligent review of plaintiff/defendant records and participation in depositions.Evaluated and reported on clientele internal controls to improve company efficiency and optimize profits. Assisted attorneys, venture capital groups and underwriters in connection with public offerings. Show less

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  Generic Trading/E*Trade Professional Trading/JGM Securities, LLC/Netgain Trading

  Aug 2000 - Feb 2004

  Active Equities Trader

  Actively traded equities and futures intraday and overnight using up to $6MM in buying power, an amount reserved for only the most profitable traders.Utilizing intensive research and analysis, I led pre-market group meetings that discussed news affecting the markets and individual stock buy and sell levels.Trained and mentored new Traders to make better trading decisions and manage buying power to improve their profitability.

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  TradeStation Securities

  Mar 2004 - Apr 2009

  Supervising Account Executive - Active Trader Sales

  TradeStation Securities is an industry leading online trading software and equities, futures and forex brokerage firm. As a Supervising Account Executive, I established and maintained retail and institutional relationships primarily through tenacious prospecting, cold-calling, referrals, persuasive communication and an intricate knowledge of the financial markets and competition.As a result of my tenacity, I was the the firm’s top producer consistently exceeding 170% of monthly account opening goals while raising $3 - $4 million a month in client assets.I supervised more than 30 sales representatives while maintaining my own business. My Supervisor responsibilities included recruiting, interviewing, hiring and training as well as reviewing staff emails and other documentation in accordance with regulatory and firm requirements.Created and implemented many procedures that led to a more efficient and productive sales process. These procedures helped increase monthly account openings from approximately 900 to 2,000 accounts over a 3-year period.Regularly travelled to trade shows to present the features and benefits of utilizing the TradeStation platform. Show less

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  SEF Capital

  May 2009 - Sept 2009

  President

  High frequency trading of stocks and futures.

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  GreenWave Financial Markets

  Sept 2009 - now

  President/Financial Consultant

  GreenWave is an independent introducing broker offering a wide array of futures and commodity products and services for retail and institutional investors. GreenWave also offers research and recommendations, professional futures trading platforms and portfolio diversification opportunities utilizing alternative investments such as managed futures programs and futures trading systems.We represent successful Commodity Trading Advisors, professional money managers that employ various trading strategies utilizing futures products. These investment vehicles, known as professionally managed futures, are recommended to suitable investors as stand-alone investments and as a vital component of portfolios consisting primarily of stocks and bonds.Through Vision Brokerage Services and as a Financial Advisor, we also offer Securities products including Stocks, Equity Options, Managed Equities/Debt Products, Private Offerings and other alternative investments.Trading commodity futures and options involves risk of loss. Show less

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  Vision Brokerage Services, LLC

  Oct 2009 - now

  Branch Manager/Financial Advisor

  Branch Manager/Registered Representative with Vision Brokerage Services recommending investments and diversifying customer portfolios with stocks, stock options, fixed income and alternative investments.

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  Vision Investment Advisors

  Jan 2010 - now

  Registered Investment Advisor

  Registered Investment Advisor providinng discretionary investment advisory services to help meet the needs of client’s specific investment objectives, goals and risk tolerance.We evaluate our client's objectives, goals and risk tolerance to determine appropriate managed portfolios. The portfolios are custom tailored to include equity and fixed income investing for more conservative investors and alternate trading strategies for experienced investors with higher risk tolerance.