Steven Newton

Senior Account Strategist | Financial Trading & Investment Planning

Role: Senior Account Strategist at Ffr Trading
Location: Charlotte, NC, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

Experience

Senior Account Strategist
Ffr Trading
Jan 2025 — Present · US
Conduct In-Depth Sustainability Reviews: Analyzing individual retail investors’ financial goals, risk tolerance, and investment history to identify opportunities for sustainable growth.•Develop Personalized Investment Strategies: Crafting tailored investment plans that integrate clients’ unique backgrounds, financial objectives, and market conditions to optimize returns.•Collaborative Financial Analysis: Working closely with the trading team to provide data-driven financial advice and strategic recommendations that leverage market insights and trends.•Market Condition Analysis: Continuously assessing market dynamics to identify optimal investment opportunities and adjust strategies accordingly.•Client Portfolio Optimization: Ensuring that investment portfolios are aligned with clients’ long-term financial goals, while maintaining a focus on sustainability and risk management.

Education

Liberty University
Bachelor of Science (B.S.)
2007 — 2012

Skills

Forecasting
Social Media
Press Releases
Microsoft Office
Public Speaking
Event Planning
Marketing
Creative Writing
Volunteering
Microsoft Excel
Market Research
Customer Experience
Customer Journey Mapping
Contract Negotiation

Contact information

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Work email
•••••@ffrtrading.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Ffr Trading

Financial Services · 12 employees · Founded 2006 · Austin, Texas, United States

FFR Trading was originally created for our own investment purposes, to uncover high-quality investment strategies. Years ago when we were new to trading and investing, we tried to find successful investment strategies that actually worked in the real world. What we quickly discovered is that without the right tools and knowledge, finding a trading strategy that consistently performed well is nearly impossible. As our search for the Holy Grail continued, we soon realized there wasn’t one. However, we were able to develop a reliable 8-step certification process, with built-in checks and balances, for evaluating any investment strategy. It is our position that everyone who trades and invests should have some ability to make educated market decisions. We pride ourselves on developing a team of committed and qualified support and honest, experienced traders. We strive for a positive work environment centered around growth, research, and collaboration. Just like having a strong strategy, it is equally important to have a supportive team. For more information and full disclosures, please visit our website at

ffrtrading.com

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Experience

Senior Account Strategist

Education

Liberty University

Skills

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