Experience

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  Bear, stearns & co. inc.

  Jan 1980 - Jan 1993

  Vice president/otc trading

   Traded both an industrial/high-tech list of 25-30 stocks and a list of 35-40 banks and savings and loan stocks. Maximized customer satisfaction by utilizing strong risk assessment and management strategies while trading OTC equities. Demonstrated an ability to quickly adapt to new technologies being introduced through this time period. Managed, adapted and accepted many extreme market changes which were occurring in the OTC markets at the time.POSITION TRADER (1982-86) Traded a list of 36-40 banks and savings and loan stocks. Quick decision making skills developed and utilized every day while trading stocks Learned the ability assess and manage financial risk while trading OTC equities. Demonstrated the ability to learn new financial markets and accept instruction from supervisors.QUOTE CLERK (1980-82) Utilized my natural organizational skills to perform multiple clerking and support duties for a group of 10 senior traders. Show less

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  Smith barney shearson

  Jan 1993 - Jan 1994

  Vice president/otc trading

   Traded a list of 32-50 industrial/high-tech stocks. Maintained tight working relationships with a large sales force and support staff. Demonstrated an aggressive approach to building and growing the “book of business” being produced on this trading sheet.

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  Adams harkness

  Aug 1994 - Oct 2004

  Principal, otc trading

  Traded a list of 50-80 high-tech growth stocks, biotech stocks, medical-tech and consumer stocks. Initiated a program to modernize trading systems, including computerizing the trading desk, which enabled a continuous period of growth. Identified talented young traders, created and supervised training on both an individual and group basis, allowing the firm to ensure a pool of trained traders for eventual succession. Developed, implemented and presented sales strategies that succeeded in building a customer base. Maintained strong customer relationships through individual contact with current customers. Oversaw the financial risks being managed by multiple traders. Doubled revenues in 6 months; tripled it in 12 months and eventually helped take this $2.5 million department to $40 million. Presented quarterly financial results of our desk to a management committee of 10 executives. Show less

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  Eyeon partners, llc

  Jan 2005 - Jan 2006

  Managing partner/sales director

  Developed and managed a start-up company in the mobile handheld device space.  Identified potential markets, developed marketing strategies, and negotiated corporate partner agreements and contracts. Created and presented a series of educational and marketing seminars and webinars to prospective clients.

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  Highroad capital

  Jan 2006 - Jan 2008

  Partner

   Manage proprietary trading firm which concentrates on short term trades. Spot short term financial opportunities through situational analysis and charting. Execute trades with continuous assessment and management of risk combined with quick decision making. Responsible for training all support staff.

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  Merrill lynch

  Oct 2008 - May 2010

  Financial advisor

   As a Merrill Lynch Financial Advisor, I assisted a select group of affluent clients in all aspects of investment management. I developed personalized, strategic solutions to address the complex needs of individuals and I presented them to each client on a One to One basis. I offered clients a comprehensive range of services, including: discretionary portfolio management sophisticated retirement planning and stock trading programs. Responsible for developing new client relationships as well as deepening existing relationships. Created and presented quarterly seminars to groups of 35 to 60 prospective clients. Show less

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  New york life insurance company

  Oct 2010 - Sept 2017

  Licensed agent

   As a Financial Professional, I help people identify their financial goals and develop strategies to achieve those goals through individual coaching and guidance. I utilize skills in two major areas; Sales and Business Management. I operate within a sales cycle that requires interviewing, educating, and presenting complex financial strategies to both individuals and groups. I also operate a business management side of my practice which requires time, product, organizational, marketing and employee management, as well as training support staff. Created and presented financial educational content to groups ranging from 10 to 50 people. Show less

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  The providence house

  Nov 2017 - Jul 2021

  Marketing coordinator/community outreach

  At The Providence House, we are 102 unit Assisted Living Community with a small Memory Care neighborhood located in Brighton. Because our community was built under a special tax credit program, 2/3 of our units are moderate or low priced. 2/3rds of our units are just like our full priced units with the same full service care, but they are priced at a substantial discount. So if you know someone who is afraid of running out of money later in life, or is financially challenge (and don’t we all), then we should be on your list of resources. Let me know if you would like to learn more about how we make this magic work. Show less

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  Evolv

  Jul 2021 - now

  Chief connector

  During the COVID crisis, seniors took to the internet like never before. When they couldn’t connect in person, they upgraded their technology and know-how and turned to the internet to stay in touch with friends, family, and their local COA or Senior Center.Now it’s time to take the next step–together. e-VOLV is developing a new online platform designed specifically to help seniors connect with online programs from their local COA or Senior Center and much more.