Experience

• 

  Kershner trading group

  Mar 2014 - Nov 2015

  Equity trader

  • Responsible for managing several million dollars of the firm’s capital for use on the New York Stock Exchange. • Implemented risk management and hedging techniques to limit exposure to monetary losses and maximize gains. • Employ probability based logic using python models and proprietary software to gain a competitive advantage in providing liquidity to the marketplace and exploiting market inefficiencies.

• 

  Chimera securities

  Dec 2015 - Feb 2017

  Securities trader

  • Collected market data using Python and analyzed using Microsoft Excel to optimize trading efficiency. • Used discretionary and quantitative pattern recognition with disciplined risk parameters to trade stocks on the New York Stock exchange for profit. • Performed top-down quantitative analysis and used statistical modeling and analytics to identify appropriate setups. • Assisted in creating Python based automated trading programs to execute profitable strategies. • Researched stocks and sectors on a daily basis to find potential catalysts for stock and market moves. Show less

• 

  Wells fargo

  Mar 2017 - now

  High Net Worth Portfolio Manager May 2018 – Present • Responsible for the delivery, internal servicing and implementation of modeled investment strategists offered through Investment and Fiduciary Services within Wells Fargo. • Collaborate with regional partners and investment strategists to develop transition plans towards a modeled allocation while addressing concentrated position, special assets, and unique client constrains. • Serve as the liaison between financial intermediaries such as the bank’s Relationship Managers, Wealth & Trust Advisors, Investment Managers, Wells Fargo Financial Advisors and other IFS partners as required. • Manage the recommendations, tracking and substitutes of private capital and hedge funds within the alternative asset allocation of High Net Worth portfolios. • Designated team representative responsible for the initialization of High Conviction Portfolio central implementation. • Oversees risk management and compliance activities to ensure adherence to firm’s policy and procedures. -----Portfolio Manager March 2017 – May 2018 • Updated and implemented model changes across hundreds of models in accordance with Guided Portfolio Strategies. • Executed quarterly rebalances, tactical shifts, and share class exchanges across 30,000+ accounts totaling over a billion in trade dollars per event. • Modified and developed several macros and queries in Access to enhance team services and implementation accuracy. • Ran several quality assurance procedures on trade events and daily trades to ensure proper execution by the centralized trading group. • Fiduciary Investment Committee secretary responsible for organizing and communicating minutes to the Wells Fargo Board of Directors. • Responsible for the tracking and reinvesting of specialized bond accounts towards the fixed income investment grade allocation in the portfolio model. Show less

  • Senior Portfolio Specialist

    Oct 2021 - now

  • High Net Worth Portfolio Manager

    Mar 2017 - now