Suhail Patel

Margin Risk @tastytrade

Chicago, IL, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2023 — Present

Margin Risk @tastytrade

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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

2013 — 2015

DePaul University

Bachelor’s Degree, Business Administration and Management, General

2008 — 2011

City Colleges of Chicago-Wilbur Wright College

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

SKILLS

AndroidTeamworkLoss PreventionIosRetail SalesPricingFacebookBig BoxMulti-Channel RetailTelephone SkillsCustomer ExperienceSellingWindowsRetailMerchandisingInventory ManagementInventory ControlCoachingSales ManagementPlanogramsTime ManagementCashieringMicrosoft OfficeSalesWirelessProfitEmployee TrainingApple CertifiedMacStore OperationsCustomer ServiceData EntryPosDriving ResultsMac OsStore ManagementTeam LeadershipCustomer SatisfactionTrainingLeadership

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.

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