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Work Background
Self EmployedProprietary Trader
Oct. 2019United States• Managed personal portfolio allocations across equity, fixed income, and crypto assets, leveraging expertise gained from top finance companies like Cargill and Merrill Lynch.
• Utilized strategic decision-making to optimize investment opportunities and maximize returns in a remote work environment.
• Achieved significant growth in portfolio value through a diversified investment approach and market analysis.
Woodbury Financial ServicesFinancial Advisor
Aug. 2019 - Sep. 2019Plymouth, Minnesota
Merill LynchFinancial Advisor
Sep. 2014 - Aug. 2019• Stood for and passed FINRA series 7 exam and NSAA Series 66 exam. Licensed in life, health, variable life and variable annuity insurance, and LTC insurance
• Practical experience designing portfolios for clients both in separately managed accounts and proprietary Merrill Lynch ETF strategies
• Business builder doing what is required to secure profitable long term relationships with clients
Cargill IncSenior Trader
Aug. 1998 - Jul. 2002
Cargill AgricolaEmerging Markets Trading manager
May. 1996 - Aug. 1998
Cargill de MexicoTrading Manager
Sep. 1994 - May. 1996
Cargill de VenezuelaTrader
May. 1993 - Sep. 1994
Maryland National BankAssistant Vice President
Jun. 1987 - Jun. 1991Baltimore, Maryland Areaemerging market debt trader
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