Experience

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  Deutsche bank

  May 2003 - May 2004

  Scudder investments - sales representative
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  Bmo harris bank

  May 2004 - Aug 2006

  Regional wholesaler

  Established new relationships by setting up and meeting face to face with financial advisors.Met with 3-5 brokerage offices per day, established new and maintained old relationships.Solidified sales ideas at branch meetings and conference roundtables to help improve sales. Focused on key broker-dealers in territory that produced $42 million in sales.Actively managed booth at broker-dealer conferences, while promoting funds and establishing relationships with key advisors. Show less

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  Northern trust corporation

  Aug 2006 - Jun 2009

  Officer

  Coordinated sales activities in Independent and Wirehouse Channel with multiple Regional Directors in North America to effectively market products including mutual funds, managed accounts, Exchange Traded Funds, and private equity funds.Identified and fostered relationships with 500+ producing advisors while recruiting new advisors. Created and implemented business plan to maximize territory sales growth. Conducted product training through portfolio analysis, investment advice, and market research. Show less

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  Cme group

  Jun 2009 - Aug 2015

  Agricultural commodity trader

  Traded Agricultural Futures at the Chicago Board of Trade for personal accountsCFTC Registered Floor Broker and executor of commodity orders for customer accountsFocused on trade generation and risk strategies for a self funded accountAnalyzed intraday fluctuations in spread market activityProficient in market trends and risk analysis calculationsFostered strong relationships with floor brokers and market makersDesigned and executed individual trading plansMonitored and adjusted positionsAudited pit and electronic trading platformsProvided timely and accurate quotes to market participantsOverlooked and maintained trading capitalComplied with Exchange regulatory requirementsManaged cash, margin, and trading accounts on a daily basis Show less

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  First trust

  Aug 2015 - now

  Institutional sales

  The Institutional Investments team at First Trust Advisors works with Consultants, RIAs, Family Offices, and Institutions. EXCHANGE TRADED FUNDS Increasingly, our clients are using ETFs for a variety of essential portfolio management practices, including cash equitization and risk management. First Trust ETFs encompass: - Beta – tracking traditional indexes created by familiar names - AlphaDEX – Domestic Size and Style Boxes, S&P Sectors, International Regions and Countries - Actively Managed – continued innovations across a variety of asset classes OUTSIDE MONEY MANAGERS One simple method of investing in niche asset classes is by conducting due diligence on boutique asset managers. Our affiliated and in-house managers specialize in: - Liquid Alternatives - MLPs and Energy Infrastructure - Preferred Securities - Leveraged Finance - Municipal Bonds Questions? Give me a call directly (630) 517-7603, or send me an email ([email protected]). Show less