Trader
Self
07.2020 - Current
Trade own accounts in the Forex (US OIL) and Equities markets.
Robert Carver
Summary
Tenacious, self-driven, sales professional with a hunter mentality that can quickly identify and cultivate specific markets. Proven ability to close deals and build long-term relationships with people in all levels of an organization. Extensive experience with new business start-ups. Excellent analytical problem solving and decision making skills. A proven producer and consistent achiever.
Work History
Sr. Consultant
FSF Investor Relations
03.2017 - 07.2020
- Provided client services regarding their investments in public companies.
- Continually update clients with news and developments regarding their holdings.
- Persuade clients to increase their positions based on portfolio modeling and risk assessment.
- Achieved a 92% client retention rate, highest among all consultants on staff.
Founder
Glenrock Asia Ltd
01.2012 - 01.2017
- Completed start-up of Alternative Investment Introducing Brokerage operation.
- Managed all sales and marketing activities.
- Sourced CTA's and private placement deal flows.
- Consult and plan creation with emerging companies regarding brand development in ASEAN market.
- Developed key operational initiatives to drive and maintain substantial business growth.
Development Director
Skandic Group, Ltd
02.2010 - 01.2012
- Completed start-up of Introducing Brokerage operation.
- Directed all sales and marketing activities.
- Sourced CTA's and private placement deal flows.
- Increased AUM by 37% and revenue by 23%.
Founder
Equivisor, Ltd
04.2006 - 01.2010
- Raised Capital for private and public companies via telesales to global client base
- Focus on private equity placement, reg-s stocks
- Managed a team of 18 consultants and support staff
Education
Business Management
Harper College
Palatine, ILSkills
● Sales
● Brand development
● Client acquisition and management
● Team management and training
● Financial modeling
● Equity Markets
● Investments
● Marketing
● Risk assessment
● Business development and planning
Additional Information
- Financial Services Licenses Held: FINRA Series 6, Series 7, Series 63, 65 & 66, Life, Accident and Health
Timeline
Trader
Self
07.2020 - Current
Sr. Consultant
FSF Investor Relations
03.2017 - 07.2020
Founder
Glenrock Asia Ltd
01.2012 - 01.2017
Development Director
Skandic Group, Ltd
02.2010 - 01.2012
Founder
Equivisor, Ltd
04.2006 - 01.2010
Business Management
Harper College
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