fn60e8b8@westpost.net
1709 Mesquite Road W: 817.442.8616
Southlake, TX 76092 C: 972.571.8666
SENIOR BUSINESS SYSTEMS ANALYST * SENIOR IT AUDIT & SECURITY MANAGER
SENIOR PROJECT MANAGER
Highly accomplished, analytical, astute and business savvy executive level busin
ess systems strategist with extensive knowledge of various product lines includi
ng mutual funds, stocks, bonds, and variable annuities, Has extensive experience
in financial and strategic planning, reporting, risk assessment, project manage
ment, business valuation, continuous process/performance improvement and complia
nce. Solid track record of developing and implementing innovative financial syst
ems, streamlining operations, improving risk management, heightening productivit
y and controlling costs. Extensive business process redesign experience in eval
uating policies and procedures of organizations to document gaps and initiate ac
tion to bridge gaps based on policies and procedures of combined organization. E
nthusiastic problem solver with business acumen to streamline operations, drive
performance and spearhead business strategies.
Business Systems Analysis * Corporate Finance * Systems Development Lifecycle Ma
nagement
Consultation * Middle and Back Office custody, settlement experience * Project M
anagement Experience
Financial & Technical Audit * Policy & Procedure Development * Client Relations
* Staff Development
Reporting System Development * SQL Programming * Continuous Process Improvement
PROFESSIONAL EXPERIENCE
A & B TRADERS PARTNERSHIP, Westlake, TX 2008 - Present
Partner
Cultivate new and existing business engagements as co-founder, partner and conti
nuous marketer of this established equity trading business. Multifaceted account
abilities include operational oversight, development and implementation of day a
nd swing trading methodologies and portfolio management.
* Developed portfolio trading model
* Wrote software code which defined entry and exit points for stocks, ETF's and
options
* Developed financial reporting system and operations processes for trading syst
ems
Continued...