Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jarrod Sulda

santa monica

Summary

Experienced Financial Services Consultant and proven leader at building vibrant businesses by
developing new prospects and accounts and managing customer relationships to achieve sales goals.
Dedicated to generating customer goodwill and loyalty by developing key relationships with decision makers.
Demonstrated leverage network of customer contacts to increase understanding of customer
needs and employ business-growth strategies. Focused, analytical, quick-thinking financial professional
with strong communication skills, possessing the ability to comprehend, translate and act in a fast paced
environment. Successful Head Trader with comprehensive experience managing negotiation
and execution of investment trades on multiple exchanges, including commodities, stocks and fixed
income. In-depth knowledge of trading strategies and systems, commodity risks and HFT algorithms.
People-oriented and versatile professional committed to implementing strategies to guarantee
day-to-day and long-term objectives are met.

Professional with comprehensive experience in account management. Skilled in developing client relationships, driving revenue growth, and executing strategic sales plans. Known for strong focus on team collaboration and adaptability. Proven ability to deliver results through effective negotiation, communication, and problem-solving skills.

Overview

30
30
years of professional experience

Work History

Senior Account Executive

American Bullion & Coin
03.2024 - Current
  • SDIRA specialist explaining to customers the key benefits to having a SDIRA and the process of opening a account though Equity Trust.
  • Prepared and submitted all required IRA
    information for roll over execution.
  • Managed new leads from outbound and inbound
    calls and e-mails.
  • Worked with team on strategies for currant
    economic narrative.
  • Built relationships with customers and community to promote long term business growth.

Commodity/Currency Trader

Self-employed
01.2010 - Current
  • Apply statistical arbitrage models to optimize
    positive profit/loss ratios.
  • Incorporate the Monte Carlo simulation to aid in
    the evaluation of portfolio risk and probability of
    achieving imposed goal.
  • Developed and implemented efficient
    accounting, financial and operational systems.
  • Perform technical analysis to determine future financial performance.

Senior Account Executive

GSI Exchange
02.2019 - 02.2024
  • Built and strengthened relationships with new and
    existing accounts to drive revenue growth.
  • Handled SDIRA though Equity Trust with customers to find out which assets are available to go in account and best suite their needs.
  • Resolved issues promptly to drive satisfaction and
    enhance customer service.
  • Qualified leads, built relationships and executed
    sales strategies to drive new business.
  • Negotiated sales deals between customers and
    agency, resulting in mutually beneficial
    agreements and cultivated relationships.

Senior Account Executive

Lear Capital
09.2016 - 01.2019
  • Responded to and qualified inbound phone call
    queries.
  • Responded to and qualified inbound phone call
    queries.
  • Facilitated confirmation calls for buybacks and RMD distributions.
  • Executed confirmation calls once my clients decided which assets best fit their needs for either IRA or direct purchase.
  • Continually create need for precious metals for
    balanced portfolio.

Account Executive

Goldline LLC
02.2013 - 08.2015
  • Executed cold calls to increase client base.
  • Shared product knowledge with customers while
    making personal recommendations.
  • Responded to all customer inquiries in a timely
    manner.
  • Answered customer questions regarding products,
    prices and availability.

Head of Trading

LogicBox LLC
06.2004 - 12.2009
  • Coordinated in the design of "CAX" Chicago
    Aggregate Exchange for forex which was the
    combined order flow of several portals into one
    aggregate platform.
  • Collaborated in the modeling of automated high
    frequency arbitrage systems.
  • Led the modeling, planning and execution of all
    financial processes.
  • Employed advanced deal analysis, including
    hands-on negotiations with potential investors.

Senior Fixed Income Trader

Rosenthal and Collins Group LLC
04.2000 - 06.2004
  • Traded on a 10 year basis between Cantor
    Fitzgerald, BrokerTec and The Chicago Board of
    Trade.
  • Coordinated a team to build an arbitrage model
    to identify market inefficiencies between 10 year
    basis and 10 year swap.
  • Oversaw proprietary trading and hedge trading
    P&L.

Proprietary Trader

Spike Trading LLC
10.1994 - 01.1998
  • Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with highest return on investments.
  • Educated clients on financial vehicles, market conditions and trends to facilitate decisions.
  • Performed technical analysis to determine future financial performance.
  • Developed and maintained relationships with customers and assisted in generating sales opportunities.

Education

Associate of Arts - Buisness

Los Angeles Pierce College
06.1992

Skills

  • Market Trends Analysis
  • Contract Negotiation
  • Cost Calculations
  • Verbal and Written Communication
  • Prospecting and Networking
  • Customer Service
  • Complex Problem Solving
  • Service Sales

Timeline

Senior Account Executive

American Bullion & Coin
03.2024 - Current

Senior Account Executive

GSI Exchange
02.2019 - 02.2024

Senior Account Executive

Lear Capital
09.2016 - 01.2019

Account Executive

Goldline LLC
02.2013 - 08.2015

Commodity/Currency Trader

Self-employed
01.2010 - Current

Head of Trading

LogicBox LLC
06.2004 - 12.2009

Senior Fixed Income Trader

Rosenthal and Collins Group LLC
04.2000 - 06.2004

Proprietary Trader

Spike Trading LLC
10.1994 - 01.1998

Associate of Arts - Buisness

Los Angeles Pierce College
Jarrod Sulda