Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ahmad Drake

Indianapolis

Summary

Adept Stock Trader with a proven track record at Charles Schwab, enhancing portfolio returns through meticulous financial analysis and strategic trades. Skilled in risk management and technical analysis, I excel in high-pressure situations, demonstrating resilience and attention to detail. My mentorship of junior traders underscores my commitment to teamwork and continuous improvement.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Stock Trader

Charles Schwab
06.2018 - Current
  • Collaborated with team members to identify new trading strategies, resulting in higher profit margins.
  • Actively monitored economic indicators, staying informed of global events that could impact financial markets.
  • Increased overall portfolio returns by analyzing market trends and executing strategic trades.
  • Maintained detailed records of all transactions, ensuring full compliance with regulatory requirements and company policies.
  • Enhanced trading efficiency by implementing advanced software tools and platforms for real-time market analysis.
  • Optimized risk management for clients through thorough due diligence and researching investment opportunities.
  • Demonstrated a high level of accuracy and attention to detail when placing orders, minimizing trade errors and potential losses.
  • Assisted clients in diversifying their portfolios, mitigating risk exposure while maximizing return potential.
  • Effectively managed high-stress situations during periods of market volatility, maintaining composure and making sound decisions under pressure.
  • Mentored junior traders, sharing expertise and offering valuable insights into industry best practices.

Customer Service Representative

Walgreens
09.2015 - 05.2018
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.

Picker

Amazon
08.2013 - 03.2014
  • Worked fast to meet assigned daily picking quotas.
  • Pulled orders quickly to maintain demanding productivity goals.
  • Maintained a clean and organized warehouse, ensuring easy access to products for efficient picking.
  • Expedited the picking process for faster order fulfillment using handheld scanners and inventory management software.
  • Used RF scanners to track orders and verify accuracy.
  • Verified proper labeling and identification on all orders before shipment.
  • Scanned and verified UPC codes for all products to aid in identification.

Porter

UPS
05.2013 - 07.2013
  • Communicated with coworkers and managers about completed duties.
  • Maintained a strong work ethic and punctuality, consistently arriving on time and prepared for each shift.
  • Maintained a clean and welcoming environment for guests through regular cleaning of lobby, hallways, and restrooms.
  • Cleaned and organized building areas as required.
  • Performed cleaning and maintenance duties as directed.
  • Improved overall cleanliness standards within the property by performing routine maintenance tasks such as changing light bulbs, fixing minor repairs, or reporting larger issues to management.

Education

Bachelor - Finance

Ball State University
Muncie, IN
05.2018

Skills

  • Financial analysis
  • Short selling
  • Risk limit determination
  • Margin selling
  • Stop loss management
  • Equity valuation
  • Options trading
  • Trading strategies
  • Technical analysis
  • Stock trades
  • Derivatives trading
  • Margin trading

Certification

Series 7 series 63 Series 3 Licensed

Timeline

Stock Trader

Charles Schwab
06.2018 - Current

Customer Service Representative

Walgreens
09.2015 - 05.2018

Picker

Amazon
08.2013 - 03.2014

Porter

UPS
05.2013 - 07.2013

Series 7 series 63 Series 3 Licensed

Bachelor - Finance

Ball State University
Ahmad Drake