Sonny Densing

Equities/Derivatives Trader. Insurance Broker

Richmond,BC

Summary

Highly self-motivated Entrepreneurial Trader and Finance Professional with over 5 years experience in buying and selling securities. In depth knowledge of trading strategies and systems. Demonstrated expertise in creating financial plans for individuals and organizations. Talented at presenting investment options based on customer needs and risk tolerance. Successfully retained clients by exceeding service expectations to increase customer satisfaction.

Work History

Equities /Derivatives Trader

Self-Employed

Vancouver, BC

01.2016 - Current

Actively executes over 200 trades every month involving stocks, options and futures
Exceptional knowledge on various types of option strategies (e.g. Long Calls/Puts, Vertical Spreads, Strangles/Straddles, Iron Condors etc.) resulting in high probability profit plays or as hedging strategy
Employs both Fundamental and Technical analysis on every Equities/Derivatives traded utilizing highly popular and sophisticated trading platforms such as Trader Workstation, Trading View and TC2000
Journals end of day trading activities necessary to guarantee consistent profitable trades or eliminate or minimize trade execution mistakes

Independent Insurance Broker

PPI Solutions Inc.-Vancouver

Vancouver, BC

01.2018 - Current

Continuously build and grow current base of over 100 household clients and enhances relationships through networking, direct referrals, lead databases and cold calling.
Reviews policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
Recommends type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.

Financial Advisor

Sunlife Assurance Company of Canada

Metro Vancouver, BC

09.2005 - 12.2017

Educated clients on various financial matters and provided professional recommendations on investment opportunities and risk management products and services suited to each clients' individual needs
Designed and developed customer specific Financial Plan involving asset creation and asset protection products and services (e.g. Life and Health Insurance, Mutual Fund, Segregated Funds and Annuities)
Built and grew base of over 300 clients by developing relationships and providing excellent customer service before, during and after sales
Bestowed 2006 Financial Centre Rookie of the Year Award based on total Net Annualized First Year Commission of Life and Health Insurance products sold

Education

Bachelor of Science - Industrial Engineering

Adamson University

Manila, Philippines

03.1982

Skills

Creativity and Complex Problem-Solving
Leadership and Organization
Excellent verbal and written communications skills
Flexible and Adaptable

Teamwork
Fundamental and Market Trend Analysis
Technical Analysis
Willing and eager to learn

License : LLQP

Life License Qualification Program, September 2005

Timeline