Suhail Patel

About Suhail Patel

I am a Margin Risk Analyst at tastytrade, a leading online financial network that empowers individual investors with educational content, tools, and trade ideas. I have 2+ years of experience in the finance industry, and 6+ years of experience in the retail/sales industry.

Experience

1. Margin Risk

   tastytrade

   Jan 2023 — Present · Chicago, IL, US

   Monitor customer accounts for margin calls, negative buying power, and risk limit violations using proprietary risk management system (Sentinel)- Conduct real-time analysis of account positions during market hours to identify potential risk exposures and concentrated positions- Calculate margin requirements for equities, options, futures, and options on futures- Monitor compliance with Regulation T, Portfolio Margin, SPAN/SPAN 2, exchange requirements, and firm risk policies- Apply knowledge of securities regulations (Regulation T, FINRA rules) and margin trading compliance requirements

Education

• DePaul University

  Bachelor’s Degree, Business Administration and Management, General

  2013 — 2015

• City Colleges of Chicago-Wilbur Wright College

  Associate of Science (A.S.), General Studies

  2008 — 2011

Skills

• Android
• Teamwork
• Loss Prevention
• Ios
• Retail Sales
• Pricing
• Facebook
• Big Box
• Multi-Channel Retail
• Telephone Skills
• Customer Experience
• Selling
• Windows
• Retail
• Merchandising
• Inventory Management
• Inventory Control
• Coaching
• Sales Management
• Planograms
• Time Management
• Cashiering
• Microsoft Office
• Sales
• Wireless
• Profit
• Employee Training
• Apple Certified
• Mac
• Store Operations
• Customer Service
• Data Entry
• Pos
• Driving Results
• Mac Os
• Store Management
• Team Leadership
• Customer Satisfaction
• Training
• Leadership