Ken Bronco

Experience

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  Morgan Stanley

  Feb 2000 - Mar 2001

  Client Service Assoicate

  •Analyzed and responded to inquiries from our small business advertising clients via phone and email•Ran detailed data on spreadsheets for Financial Advisors•Set up new accounts•Supported multiple brokerage accounts with value of $10 million plus In assets•Helped run meetings focused on new company development

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  Traders Edge

  Mar 2001 - Apr 2013

  Senior Options Specialist

  •Top producer for three consecutive years and achieved number one in new sales •Managed millions in revenue for 10 years consecutively •Led business development and marketing efforts which expanded customer base and introduced new clients•Designed and delivered customer presentations in order to acquire new business•Created marketing events to discover and new and strengthen old client relationships•Worked with clients to implement solutions to better their situations•Wrote and posted articles on future source in order to attract new clientele•Made decisions on firm investments by deciding when to buy and sell at the most favorable time and price down to seconds and cents and was able to produce profitable results.•Continuously scored in the top 5% of all required compliance continued education (Money Laundering and Ethics)•Supported internal Hedge Fund by; scheduling, data input, creating tracking spreadsheets•Traded customer order flow while managing position risk. Performed analysis of risk and determined appropriate levels to hedge risk.•Maintained orderly markets, managed position and portfolio risk, and tracked profitability of the account by analyzing stock and bond markets to forecast future direction and to optimize profit. Show less

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  Paychex

  Feb 2016 - now

  •Achieved Circle in 2020 and 2021. 2021 performance bonus •Achieved Conference Fiscal 2017, 2018 & 2019.•Work directly with business owners to identify retirement plan opportunities.•Communicate and provide assistance to clients regarding retirement plan investments, plan provisions, administration and record keeping.•Assist in the evaluation of clients' potential acquisitions relating to compliance , plan investment line-up, and plan design structure according to benchmarks.•Primarily design and explain Defined Contribution Plans and employer sponsored plans.•Follow up with clients and other Paychex team members assigned to the client on action plans to ensure decision's are implemented, contracts prepared and appropriate parties notified. •Provide clients with information and services Paychex offers. Show less

  • District Sales Manager

    Feb 2020 - now

  • Benefits Consultant

    Feb 2016 - now