Head of the Options Trading Desk
Reach Markets
مجموع سنوات الخبرة :9 years, 1 أشهر
1. Grew the options trading desk from a breakeven venture to a highly successful platform with $5m+ revenue per year.
2. Writing daily economic reports for the major global markets plus Australia and running webcasts on trading strategies and analyses.
3. Risk management, trading education, trade recommendations, webcasts, building sales pipelines, relationship management, trade execution.
4. Maintaining working relationships with third party service providers - executing brokers, banks, compliance and risk management.
5. Winner of the ASX Options Trading Game
1. Advising clients on Australia’s real estate market and sourcing high performing properties Australia-wide.
2. All-rounder: online marketing, business development (including cold calls and B2B), market research, quantitative and qualitative research, acquisitions, consulting with clients, closing deals and managing the construction and tenanting process.
3. I covered all aspects of research and acquisitions including macroeconomic analysis, financial modelling, qualitative research, statistical analysis, and presenting the analysis.
4. I established a network of brokers, accountants and industry professionals to drive sales growth through attending networking events (MFAA, FBAA, FPA, FINSIA, PDM, SMSF Expos, Property Investor Expos etc.).
5. Published a real estate education course via a RTO targeted to industry professionals Australia-wide.
6. Taught clients, brokers, accountants and planners around asset selection, ownership structures, financing structures, taxation issues, statistical analysis, cash flow generation, capital growth generation and strategy selection.
1. Coaching clients around risk mitigation, tax effective investing, and strategically structuring finance.
2. Establishing relationships and referral partnerships across the B2B landscape.
3. Hosting business development events in OpenCorp’s corporate box at Etihad Stadium.
4. I was consistently at the top of the ladder for appointments booked and seen.
1. Funds management distribution.
2. Generating investment reports for the Regional Managers and Investment Specialists across Australia and providing written analytical commentary.
3. Educating advisers on the strategies, benefits, and performance of various funds.
4. In-field coordination of events, roadshows and PD days
1. Trading account management and resolution.
2. Generated product sales and quickly became Sales Campaign Manager for my team.
3. Coached team members on CMA’s, Margin Lending, CFD’s, Options and International Trading Platforms, as well as CommSec Advisory and CBA Private Banking.
4. Generating interest in IPO’s.
5. Consistently exceeded sales targets (2 per day) by achieving 6-10 referrals per day, and opened over 1000 new accounts during the financial year.
EQUIS and AMBA accredited business school.