James Y Ipek – A Highly Experienced Precious Metals Trader - PowerPoint PPT Presentation

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James Y Ipek – A Highly Experienced Precious Metals Trader

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James Y Ipek is a precious metals trader with excellent quantitative, analytical and interpersonal skills. He previously worked as a Loan Officer at Finance America in Irvine, CA. – PowerPoint PPT presentation

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Title: James Y Ipek – A Highly Experienced Precious Metals Trader


1
  • James Y Ipek A Highly Experienced Precious
    Metals Trader

2
James Y Ipek is a precious metals trader with
excellent quantitative, analytical and
interpersonal skills. He currently works at Monex
Precious Metals, which is Americas most trusted
name in coin bullion trading for more than
forty years. James role in the company is that
of a Financial Services Representative, which
involves multiple responsibilities.
3
With his aggressive phone prospecting
relentless follow up, he has built a 40 MM book
of business of retail clients. One of his major
achievements at Monex Precious Metals is being
consistently named as the top performer of over
120 agents. He also generated revenues of over 1
million dollars each of the past three years
over 1 million in first six months this year. He
is known for not only his excellent skills, but
also for his sincerity and dedication.
4
James Y Ipek previously worked as a Loan Officer
at Finance America in Irvine, CA. While working
with the company from 2002 to 2008, he structured
finance deals with capitalization of 300MM in
residential and commercial mortgage loans. He
also achieved a 99.5 performing loan portfolio
based upon evaluation of credit, collateral,
capacity to pay, and character.
5
As a loan officer, he analyzed personal and
business corporate financial statements, like
balance sheets, quarterly reports, operating
statements, profit and loss statements. He
demonstrated his excellent quantitative skills by
performing financial ratios measuring applicant
liquidity, asset concentrations and leverage. He
identified risks/mitigating factors to asset cash
flows and negative aspects of loans and
collateral.
6
James Y Ipek is an alumnus of the University of
California, Irvine and holds a Bachelor of
Science degree with Major in Economics, and Minor
in Management, English and Biology. Through
continuing education, he has gained in-depth
knowledge of subjects, like Investment Banking,
Portfolio Management, and Advanced Stock Analysis.
7

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