Daniel Alexander
Bishops Stortford
Summary
Dynamic and seasoned professional with extensive experience in front office dealings with sales and traders, specialising in exchange-traded derivatives, foreign exchange, and CFDs. Proven track record in onboarding, KYC and settlements with comprehensive product knowledge. With recent client services experience servicing hedge funds, traders and financial investors, proven to be proficient at account management, inquiries, problem resolution, trade queries and offering guidance on investment strategies and product offerings. Focused on cultivating a client-first approach to rapidly build rapport and establish trust as a trusted advisor. Excels in stakeholder management seamlessly liaising with clients and internal departments such as risk and compliance. Proficient in delivering exceptional presentations and communicating complex concepts in a simplified manner. Works with a sense of urgency and thrives in a high-pressure environment.
Overview
15
15
years of professional experience
Work History
Customer Trading Support
Collective2
New York (Remote)
10.2021 - 01.2024
- Provide direct customer support via chat, phone, and email to existing and potential clients, ensuring the best possible customer experience
- Communicate effectively, both written and verbally, to facilitate the smooth resolution of customer issues
- Collaborate with other support specialists to troubleshoot and resolve customer questions and issues
- Capture customer pain points in weekly SUM meetings, documenting the specifics to guide product enhancements and enhance platform optimization for a global customer base
- Coordinating with pertinent technical departments to address customer issues, resolving issues, and communicating information to customers in a manner that is user-friendly
- Promptly elevate critical customer concerns that may lead to financial losses
- Assisting with the onboarding process for individual and corporate accounts, including obtaining necessary documentation and coordinating with brokers such as Stone X and Interactive Brokers
- Setting up clients on the platform and providing guidance on optimal account configurations
- Trade execution when needed.
Private Futures Trader
Self-employed
03.2020 - 09.2021
- Got funded with a $50k account from a prop firm and turned over a $5k profit in under 3 months.
FX Trading Education Events Sales
Learn To Trade
03.2019 - 02.2020
- Provided exceptional customer service, maintaining professionalism, and effectively conveying information to potential clients.
Teacher / teacher mentor / teacher recruiter
CIPTC
09.2014 - 10.2018
- Thrived in cross-cultural communication skills developing heightened communication skills, diplomacy, tact and cultural understanding.
Center Education Manager
New Oriental Education
09.2011 - 08.2014
- Successfully managed a team of 7 western teachers and 14 Chinese teachers, building positive working relationships.
Economics Teacher - GCSE and A-Level (IB World School)
Beijing Huijia Private School
11.2010 - 07.2011
CFD/Foreign Exchange Dealer
Pretium Securities
08.2008 - 03.2010
- Successfully established the FX desk from inception within a company primarily dealing in share CFDs, following a compelling pitch and securing buy-in from senior management
- Led a small team of 4 traders/sales traders, expanding business through a network of existing and new clients via both phone and face-to-face interactions
- Drafted client agreements, setting out client risk parameters for trade size, drawdown, and traded products
- Performed the required KYC screenings on customers documenting the information obtained on the clients as required by global KYC procedures and maintained key relationship with Compliance, Risk and Legal
- Continuously developed and refined trading strategies to optimize performance and adapt to market changes.
Education
BA (Hons) Business Economics -
Anglia Ruskin University
Futures Options Representative -
Securities Institute
Securities Representative -
Securities Institute
Skills
- CRM
- Python
- Futures/Options/Stocks/ETFs/Forex
- Platform/software demonstration
- Data/Trade Analysis
- 5 years Sales and Trading experience across three CFD trading firms
- Previous Registered Representative Securities institute; Futures and Options; Securities representative
- Proficient comprehension of market dynamics and volume fluctuations across various markets
- Strong stakeholder management, written and verbal communication skills, complemented by crosscultural acumen, diplomacy, tact, cultural sensitivity, and patience
- Recent trade support/client services experience gained at a renowned copy trading company specialising in exchange traded derivatives and FX
Additional Information
Married with one young child., British Citizen.
Hobbies and Interests
- Football
- Running
- CrossFit
- Camping
- Hiking
- Meditation
- Meditation retreats
Timeline
Customer Trading Support
Collective2
10.2021 - 01.2024
Private Futures Trader
Self-employed
03.2020 - 09.2021
FX Trading Education Events Sales
Learn To Trade
03.2019 - 02.2020
Teacher / teacher mentor / teacher recruiter
CIPTC
09.2014 - 10.2018
Center Education Manager
New Oriental Education
09.2011 - 08.2014
Economics Teacher - GCSE and A-Level (IB World School)
Beijing Huijia Private School
11.2010 - 07.2011
CFD/Foreign Exchange Dealer
Pretium Securities
08.2008 - 03.2010
BA (Hons) Business Economics -
Anglia Ruskin University
Futures Options Representative -
Securities Institute
Securities Representative -
Securities Institute