• I’m TradeKing’s Director of Education. That means I aim to provide the best content possible to our clients in order for them to become better traders and investors. From my trading and education background I think I have a pretty good idea of what that involves, but I am all ears when it comes to clients’ suggestions and needs. Much of the feedback I receive is through planning the weekly TradeKing All-Star Webinar Series. My other responsibilities entail creating and managing content for the TradeKing Learning Center and blogging in the TradeKing Trader Network. I am a contributor and technical editor for the TradeKing All-Star Trade Report. Drop me an email at

    In my prior professional life, I was a former Option Specialist, Market Maker and Trainer for Goldman Sachs. As part of the SLK-Hull Derivatives division, I traded options, equities and ETFs as a member of both the American Stock Exchange and the International Securities Exchange. During my time with Goldman Sachs, I used two different trading styles: single stock/option position trading and dispersion theory/volatility arbitrage trading. Single position trading uses implied volatility analysis and option theory to identify profit opportunities and manage the risk of my trading book for each specific underlying I traded. With dispersion trading, my trading group’s goal was to profit from different levels of implied volatility between options on a broad-based index and options on the component equities. The methods we used included proprietary event-based models and variations on GARCH.

    After leaving the floor in 2003, I founded Omega Derivatives, an investment education company specializing in one-on-one instruction. Through Omega I shared my floor trading experience and market knowledge with nearly 1000 investors worldwide. 

    I currently hold a Series 7 license and have formerly held the Series 3, 55 and 63 licenses. I have also had the pleasure of being quoted in SmartMoney magazine and Barron’s and I have enjoyed appearing on Fox Business News, and

    Options involve risk and are not suitable for all investors. Please read Characteristics and Risks of Standardized Options. The above content is provided for educational and informational purposes only. TradeKing is an online broker which provides self-directed investors with discount brokerage services, and does not make recommendations or offer investment advice. You alone are responsible for evaluating the merits and risks associated with the use of our systems, services or products. ©2007-2010 TradeKing.

Personal information

  • Occupation: Director of Education for TradeKing
  • Age Group: 30's
  • Location: Boca Raton, FL

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