Mick Beard, CEP

Experience

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  Self

  Aug 2010 - Oct 2015

  Trader

  • Managed a self-directed trading account.• Analyzed fundamental and technical data over a broad range of products to generate daily trade ideas. • Traded US index, commodity, and currency futures.

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  E*TRADE from Morgan Stanley

  Nov 2015 - Jun 2022

  Worked on a small team to service E*TRADE's active traders. • Accurately placed trades for clients in a time sensitive, high pressure environment. • Provided solutions to complex trading ideas and strategies like multi-leg option spreads, buying power calculations and advanced order types.• Analyzed and researched company corporate actions and trade disputes on Bloomberg.• Coordinated with the order room desk to fulfill global and manual trade requests.• Series 3 licensed. Show less

  • Manager, Participant Services

    Feb 2021 - Jun 2022

  • Team Lead, Platinum Relationship Management

    Aug 2018 - Feb 2021

  • Platinum Relationship Manager

    Sept 2017 - Aug 2018

  • Advanced Trading Specialist

    May 2017 - Sept 2017

  • Senior Financial Services Representative - Elite Client Services

    Nov 2015 - May 2017
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  Morgan Stanley

  Jun 2022 - now

  AVP, Senior Manager - Executive Services