SUMMARY Financial expert with over two decades of experience buying and selling financial instruments such as ACCOMPLISHMENTS Active Series 3 Licensed Broker and Commodity Trading Advisor Registered CTA with the National Futures Association (NFA.futures.org) Expert in derivatives and commodities regulations Properly managed retirement and liability funds Prepared monthly, quarterly and annual reports on their statuses Developed and implemented efficient accounting, financial, and operational systems Negotiated and reviewed business contracts and financial models with profitability and financial success in mind Prepared internal quarterly and annual portfolio monitoring reports Diligently reviewed the specialty loan portfolio for compliance with all reporting requirements Skilled in relations involving Introducing Brokers (IB) and Independent Introducing Brokers (IIB) in conjunction with the NFA Accomplished in social media with over 25,000 followers on Twitter Regularly quoted in Wall Street Journal Recurrent guest on First Business, a national and internationally syndicated business show, and interviewed on multiple business networks, including Bloomberg News, Fox Business, CNBC Worldwide, CNN Business, and Bloomberg TV
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