About Tripp Turchik:
University of Arizona Alumni
Experience
● Establish written risk management and trading plans for various clients. High-frequency trading as well as long
term accumulation of wealth.
● Create custom trading indicators using scripts in Java, thinkscript, C++ and python to simulate market intervals.
● Provide pivot table and query data comparing sector vs. sector securities and comparative data for managed
mutual funds and ETFs.
● Provide raw market data in multiple forms to clients. E.g., Point and Figure Charts
● Compile an income stream with a balance sheet in order to try to optimize asset allocation.
● Organize major commercial remodel projects and coordinate a day-to-day team of construction technicians while
tracking and paying for project expenses with balance sheets and confirmations using QuickBooks and Excel.
● Sell and provide maintenance services with commercial clients such as 7-11, Noodles & Company, and Petco
utilizing Service Channel, VIXXO and Corrigo. This includes pulling and maintaining permits, registration, and
licenses needed for client jobs.
● Established 401(k) and Health Insurance programs for employees and implemented workflow operations for
utilizing and repurposing stock materials. E.g., consolidating storage units and utilizing overflow stock materials.
● Ship and receive custom high-quality construction material to national locations.
● Compile and provide a quoted work scope with a breakdown of hours and material for construction projects.
● Prepare monthly presentations of completed projects to the client team.
● In charge of the Merrill Edge platform education. Curriculum included, but was not limited to: how to read a
statement balance, identifying holdings, available cash, providing tutorials on how to connect personal banks, and
how to designate new beneficiaries to their investment accounts.
● Initiated distributions from Merrill Edge accounts to client bank accounts and updated Client profile investment
information upon request.Connected clients to licensed representatives for investment advice and/or licensed
trade-desk representatives to assist in the liquidation of funds.
● Provided customer service in Tax filing documents, Required Minimum distributions and new account openings.
● Maintained over 90% compliance on the phones, speeding through training during end-of-year and tax season
volatility while learning to extend financial conversations with clients to connect them with suitable solutions.
Education
University of Arizona
Tucson, Arizona
Bachelor of Electrical and Computer Engineering
● Majors/Minor: Electrical and Computer Engineering, Mathematics
● Honors: Silver and Sage Award, Arizona Excellence
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