Various roles in Traditional Finance
Jan 2014 - Jan 2019 (5 years 1 month)
• Specialized in analytics, client relationship management, and ETF order flow, leveraging data analysis to enhance decision-making processes.
• Gained primary market experience facilitating order flow for ETFs such as $SPC, ensuring efficient execution and client satisfaction.
• Authored a whitepaper on Alternative ETFs, which was featured on Fox News and Yahoo Finance, showcasing expertise in the field.
• Developed and maintained strong relationships with institutional clients, focusing on their unique needs and providing tailored solutions.
• Utilized cold calling techniques during my tenure at T. Rowe Price, where I engaged in phone-based sales for mutual funds, enhancing my customer service and sales skills while building a solid f