Finance Professional
Over 7 years working in the finance industry. I specialize in the stock market sector, my career started at TD Ameritrade/Charles Schwab.
LinkedIn
IT Journey
I have recently been infatuated with IT. I have jumped down the rabbit hole and fully embraced my passion to learn more about Python, SQL, Linux and more!
My Journey
Outside of Work
I am a passionate, family-oriented individual who thrives on creativity, continuous learning, and meaningful connections with others.
Get to know me
Looking For New Opportunities
Hello, I'm Wyatt White
I'm a Finance professional looking for opportunities outside of the United States. Fueled by curiosity and ambition, I embrace unfamiliar environments. I am not afraid of challenges because I believe each experience contributes to my journey towards becoming a globally-minded professional.
Work Experience
My Work Experience
Manager, Margin Services
Charles Schwab July 2024 – CurrentSummary: I continue to fulfill my Senior Specialist responsibilities by adopting a comprehensive approach to risk exposure, providing high-level oversight, and ensuring the efficient processing of intraday risk for the entire team. I utilize proprietary tools to analyze data and identify overall firm risk. Additionally, I enhance team risk literacy by improving prioritization and sorting methods while proactively monitoring and reallocating risk assignments.
Sr Specialist, Margin Services
Charles Schwab Dec 2019 – July 2024Summary: I manage trading and credit risk by overseeing high-risk accounts, executing quantitative trades, and ensuring regulatory compliance to reduce risk exposure and maintain strong relationships with regulators. I proactively minimize derivative trading risk through swift data-driven trade execution while continuously enhancing operational efficiency.
Investment Services
TD Ameritrade Dec 2017 – Dec 2019Summary: I prioritized comprehensive education to ensure client satisfaction and understanding. I excelled in problem-solving, resulting in faster phone handle times. Additionally, I implemented after-hours support channels, leading to improved one-call resolution and heightened client satisfaction.
Expertise
Skills
Risk Management
Identifying, assessing, and mitigating risks associated with trade operations. Understanding of risk assessment methodologies, experience with hedging strategies, and knowledge of regulatory compliance.
Equities & Derivatives
Familiarity with various equity products (e.g., stocks, ETFs) and derivative instruments (e.g., options, futures, swaps). Experience in trade execution, optimizing trade strategies, managing portfolios, and supporting the overall trading functions.
Data Analysis
Handling and analyzing trade data to derive actionable insights and support decision-making. Experience with trade data management, ability to interpret complex datasets and generate comprehensive reports.
Regulatory Compliance
Ensuring adherence to trade regulations and standards is crucial for smooth operations. Familiarity with relevant trade regulations, experience with compliance audits, and ability to implement regulatory requirements.
Quantitative Analysis
Proficiency in mathematical and statistical methods, data interpretation skills, analyzing large datasets, utilizing trading models, making data-driven decisions and improving operational efficiency through automation.
Problem Solving
Quickly identify issues, analyze potential solutions, and implement effective resolutions to minimize disruptions and maintain operational efficiency. Analytical thinking, Decision-Making, Collaboration and Communication experience.
Always Learning
What I am Working on
Python and SQL
Working on projects that shows that I am familiar with programming concepts as well as Python and SQL language.
Read MoreCompTIA Security+
Global certification that validates the baseline skills necessary to perform core security functions in IT.
Read MoreCisco CCNA
CCNA Certification showcases ability to manage and optimize today's most advanced networks.
Read More