I am an Account Manager and Forex/CFD trading coach with more than a decade of experience supporting clients, managing relationships, and delivering financial trading education.
I have guided over 100 clients through specialized analysis, strategic decision-making, onboarding, and platform navigation. I work effectively with beginner, advanced, retail, institutional, and partner-account audiences.
My background in direct client services and technical support enables me to resolve platform issues, investigate trade discrepancies, manage escalations, and help users adopt tools with minimal downtime.
I have created educational materials, conducted live trading sessions and webinars, and delivered one-on-one coaching on forex strategies and trading skills. I also align client needs with suitable educational programs and service offerings.
I bring strong communication, negotiation, de-escalation, leadership, retention, compliance, and relationship-management skills. I am experienced in working with CRM processes, ticketing workflows, SLAs, and regulated trading environments.
Delivered high-touch support for retail and institutional trading clients, responding to daily inquiries and technical platform issues.
Conducted trade investigations to resolve discrepancies and helped ensure accurate trade execution for users.
Supported beginner, advanced, and partner accounts in navigating the trading platform and understanding CFD trading through educational sessions.
Guided new clients through onboarding and managed daily relationships with partners.
Created educational materials and conducted trading campaigns aligned with company goals.
Led a small team of coaches and provided one-on-one mentoring to help clients develop their trading skills.
Conducted live trading sessions and webinars covering advanced forex strategies for client groups.
Identified client needs and aligned them with higher-tier educational program packages, supporting program upgrades and sales.
Provided direct technical support and account assistance for SmartCharts users, resolving platform issues with minimal downtime.
Guided clients through platform setup, tool navigation, and feature adoption to improve user experience and retention.
B.S., Mechanical Engineering
Bachelor of Science studies in Mechanical Engineering.
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