Partner, Sr. Vice President Economic Research
Athena Advisor Services, LLC
October 2013 – December 2018
Des Plaines, IL
Using my 30+ years of experience on the macro end of the financial arena to now examine the micro end and help guide individuals to achieve their financial and retirement goals. Retirement is a daunting thought and I will do my best to come up with an individualized plan that will allow them to put their minds at ease.
Senior Vice President
TJM Holdings, LLC
April 2001 – October 2013 (12 years, 7 months)
Greater Chicago Area
Managed existing book of business from Deutsche bank retaining 90+% of in-house brokerage. Solicited new clients, increasing volume each year through 2004 by approximately 20%. Maintained solid volume in the following years in the face of a rapidly changing trading environment
June 1999 – April 2001 (1 year, 11 months)
Assimilated all Banker Trust accounts into Deutsche Bank Futures with 100% retention. Instrumental in increasing in-house capture rate from 25% to 75+%. Serviced all previous existing accounts and increased volume each year.
June 1997 – June 1999 (2 years, 1 month)
Serviced in-house Bankers Trust business, helping maintain a 90+% capture rate. Managed my existing accounts, increasing volume each year. Successfully solicited new business.
First Chicago Futures
1984 – 1994 (10 years)
1985 – 1987
University of Oklahoma
1979 – 1982