We provide IT Staff Augmentation Services!

Financial Consultant Resume


CFA charter - holder wif extensive knowledge in finance, including ethics, financial statement analysis, asset valuation, investment analysis, portfolio management, and performance. Very strong analytical and quantitative skills. Experience includes Equity trading, Risk management, Training, Client relations, and Problem solving.


  • Behavioral Finance
  • Risk Management
  • Performance data
  • Asset Allocation
  • Alternative Investments
  • Economic Analysis
  • Portfolio Attribution
  • Application of Derivatives
  • Equity & Fixed Income
  • GIPS Standards
  • Wealth Management
  • Manager Selection


Financial Consultant



  • Engaged in efforts to raise capital funding (met wif VC's and hedge funds).
  • Assisted in the creation of presentation materials for potential investors.
  • Reviewed company's financing and seek to lower cost by evaluating lenders.
  • Analyzed various projects by assessing net present values, salvage, and termination.
  • Collaborated wif CEO and CFO on the general direction and policies of the firm.

Proprietary Trader

Confidential, New York, NY


  • Analyzed and traded stocks, options, ETFs based on technical indicators.
  • Traded securities for firm's proprietary account (Series 7,55, & 63 ).
  • Conducted research and analyzed news/data to discover trading opportunities.

President / Project Manager

Confidential, Brooklyn, NY


  • Interacted wif all clients and provided customer service on all projects.
  • Assessed and modified clients’ homes based on their needs.
  • Oversaw and handled all marketing and sales efforts pertaining to business.
  • Managed projects from start to finish (received and supervised to completion).
  • Offered various medical equipment (ramps, lifts) and home remodeling services.
  • Fostered new relationships and dealer accounts dat increased product offerings.

Head Trader /Branch Manager

Confidential, New York, NY


  • Managed a group of traders, which included risk assessment/management, development, and mentorship. (Group size varied from 6-30 individuals)
  • Hired, trained, and developed new traders while adhering to the firm’s policies.
  • Utilized Bloomberg terminal for research, analysis, and trading.
  • Conducted fundamental equity research and analyzed the macro environment.
  • Allocated and provided capital based on individual’s needs and experience.
  • Delivered lectures and workshops about the intricacies of the stock market.
  • Ensured all traders met regulatory compliance and adhered to risk parameters.

Hire Now