Greater Philadelphia
Independent equities trader with six years of experience applying disciplined intraday trading strategies, technical analysis, and structured risk management to grow a self‑directed portfolio. My approach has centered on identifying short‑term market opportunities through chart patterns, volume and volatility trends, and real‑time catalysts. With a degree in finance and extensive hands‑on market exposure, I bring a strong quantitative mindset, attention to detail, and a data‑driven approach to problem‑solving.
• Successfully managed a personal trading account, growing capital to $180,000 from $25,000 (+620%) through disciplined execution of intraday equity trading strategies • Specialized in high-frequency, short-term market opportunities, leveraging technical analysis, market data, momentum indicators, and real-time catalysts to identify and capitalize on rapid price movements • Conducted continuous market research, including chart pattern recognition, volume and volatility analysis, macroeconomic event tracking, and sector trend evaluation to support informed trading decisions • Executed 100–300+ trades per week with strict adherence to risk management principles, maintaining defined entry/exit criteria, stop-loss parameters, and daily loss limits • Analyzed post-trade performance to refine strategy, strengthen consistency, and improve risk-adjusted returns, including maintaining detailed journals and performance metrics • Utilized trading software and tools (e.g., TD Ameritrade/Charles Schwab, Thinkorswim, Webull, Robinhood) to automate alerts, back-test strategies, and manage real-time market data • Demonstrated strong emotional discipline and decision-making under pressure in fast-paced, high-volatility environments • Developed expertise in capital allocation, portfolio construction, liquidity assessment, and risk-reward optimization, translating complex market dynamics into actionable trading plans • Applied continuous learning by following financial news, earnings releases, and regulatory updates to anticipate market reactions and adjust strategies accordingly
• Partnered with sales and underwriting teams in client meetings across New Jersey and Philadelphia, gaining practical experience in sales strategy, prospecting, and client relationship management • Engaged with major insurance carriers (e.g., Aetna, Blue Cross, Cigna) to assist in quoting, plan comparison, and renewal • Contributed to new business and renewal development by gathering market data, preparing materials, and learning foundational concepts in employee benefits and healthcare insurance
• Conducted daily review of customer names triggered through internal screening system verses PEP (Politically Exposed Person) report in Dow Jones • Researched customers through internal and external systems in order to correctly identify potential high risk individuals who were a positive match • Actively met and exceeded daily production goals set within the team while maintaining exceptional performance standards • Streamlined existing review process by collaborating with team members which resulted in increased productivity • Supported direct supervisor on production queues in order to address significant backlog within the team Systems Used: • Fidelity • World Check • Lexis Nexis • TSYS (Corporate Credit Cards) • RCSUS (Retail Card Services)
- Prepared and delivered over 100 catering orders for various corporate functions and events. - Ensured customer satisfaction met or exceeded management expectations. - Provided high standards of customer care, to merit the store’s reputation and sales exceeded management’s expectations.
- Worked collaboratively with all employees to service any level of store responsibilities, which included friendly order deliverance, cash transactions, and meeting Panera Bread’s high food standard expectations. - Worked alongside fellow team members on the food preparation line to assemble an average of over 500 lunch orders per day. - Managed the catering details which warranted that our customers received great food that was delivered accurately and timely, while working to increase sales and build strong customer relationships.