Zachary Sullivan
North Vancouver,BC
Summary
Results-driven professional with a proven track record of delivering quality work. Demonstrates excellent communication and teamwork abilities to achieve company goals and provide exceptional service. Passionate about continuous learning and professional development.
Overview
8
8
years of professional experience
3
3
Certification
Work History
Trader & Investor
Self Employed
Vancouver, Canada
03.2020 - Current
- Invest in public and private equity markets, including private placements.
- Perform day, speculative, swing, and long-term trades in equity and derivative markets
- Reviewed and monitored stock exchange trends to identify profitable trading opportunities.
- Analyzed market data, news reports, financial statements, and other relevant information to assess potential investments.
- Monitored portfolio performance to ensure that risk levels remain within acceptable limits.
- Conducted research into new markets and products as part of a diversification strategy.
- Worked closely with other traders in order to capitalize on arbitrage opportunities across multiple markets.
Associate
RBC Dominion Securities
Vancouver, Canada
03.2019 - 07.2019
- Working for 4 separate wealth management teams, traded in equities, bonds, and foreign exchange at the request of clients
- Prepared Request for Proposal documents
- Made arrangements with banking partners on behalf of clients (Lawyers, Accountants, and other professionals)
- Attended fund meetings on behalf of my Investment Advisors
- Developed documentation frameworks to increase efficiency in day-to-day operations
- Assisted in client signings and review meetings, prospecting
- Implemented Excel spreadsheets to clearly and securely organize client data and optimize the reviewing of return data
Administrative Assistant
RBC Dominion Securities
Vancouver, Canada
03.2018 - 03.2019
- Prepared documentation for client accounts (both retail and corporate investors)
- Assisted with presentations for prospective and longstanding clients
- Monitored markets for news and updates regarding portfolio holdings
- Prepared documentation for client onboarding
- Assisted clients with day-to-day requests
- Prepared client tax statements
- Prepared documentation for review meetings
Treasury Coordinator
ARITZIA
Vancouver, Canada
05.2017 - 03.2018
- Reconcile bank deposits for all US stores and eCommerce orders
- Reconcile eCommerce in-store returns for tax purposes for all US stores
- Investigate chargebacks and disputes on eCommerce orders
- Assist Customer Care Associates with client payment and refund enquiries
- Correspond with stores regarding changes in payment methods and armored car services
Associate Financial Analyst
ARITZIA
Vancouver, Canada
08.2016 - 05.2017
- Reported on weekly sales and returns
- Reported KPIs on Sales Events Summaries
- Developed multiple organizational frameworks
- Created a Daily Returns file to store data on returns
Education
Web Developer Diploma -
LIGHTHOUSE LABS
Vancouver, BC01.2020
Bachelor of Arts - Major in Economics, Business Option
UNIVERSITY OF VICTORIA
Victoria, BC06.2016
Exchange Program -
UNIVERSITÀ BOCCONI
Milan, Italy06.2016
Skills
- Database Querying
- JavaScript Proficiency
- Proficient in Reactjs
- HTML Proficiency
- Licensed Trader
- Technical Analysis
- Financial Analysis
- Derivatives trading
Certification
- CSC, CPH, DFOL
References
References available upon request.
Timeline
Trader & Investor
Self Employed
03.2020 - Current
Associate
RBC Dominion Securities
03.2019 - 07.2019
Administrative Assistant
RBC Dominion Securities
03.2018 - 03.2019
Treasury Coordinator
ARITZIA
05.2017 - 03.2018
Associate Financial Analyst
ARITZIA
08.2016 - 05.2017
Web Developer Diploma -
LIGHTHOUSE LABS
Bachelor of Arts - Major in Economics, Business Option
UNIVERSITY OF VICTORIA
Exchange Program -
UNIVERSITÀ BOCCONI
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