James Y Ipek Has Many Years of Experience in Metals Trading - PowerPoint PPT Presentation

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James Y Ipek Has Many Years of Experience in Metals Trading

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James Y Ipek is a highly experienced precious metals trader with excellent quantitative, analytical and interpersonal skills. Currently, He works at Monex Precious Metals as a Financial Services Representative. – PowerPoint PPT presentation

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Title: James Y Ipek Has Many Years of Experience in Metals Trading


1
James Y Ipek Has Many Years of Experience in
Metals Trading
2
James Y Ipek is a highly experienced precious
metals trader with excellent quantitative,
analytical and interpersonal skills. He has a
Bachelor of Science degree with major in
Economics, Minor in Management, English Biology
from the University of California, Irvine.
Through continuing education, he has gained
expertise in Portfolio Management, Advanced Stock
Analysis Investment banking.
3
Currently, James Y Ipek works at Monex Precious
Metals as a Financial Services Representative. He
has been working with the firm since 2008 and has
made a significant contribution in its growth
through his excellent skills. With his aggressive
phone prospecting and relentless follow up, he
has built a forty MM book of business of retail
clients.
4
Also, he generated revenues over 1 million
dollars each of the past three years and over 1
million in first six months this year. Owing to
his skills and dedication, he has been named as
the top performer of over 120 agents. For
multiple months, he has been the top performer
for the entire company based on factors such as
phone time, number of new accounts created,
referrals, monthly commissions, closing ratio,
book size, etc.
5
From the year 2002 to 2008, James Y Ipek served
Loan Officer at Finance America in Irvine, CA.
Prior to this he served as the Marketing
Assistant for The Princeton Review, Irvine, CA.
There, his role involved helping students prepare
for college and graduate school by teaching them
SAT, LSAT, GMAT. He gave speeches to large
audiences regarding admissions to college and
graduate school, enrolled students for test
preparation classes.
6
James Y Ipek is an advisor for his Alumni
Association called Eta Upsilon Alumni Association
of UCI. He is the Chief Financial Officer on the
Alumni Board and helps raise money for the group
and manage budgets for various events. In free
time, he lives to pursue his hobbies like playing
sports and traveling.
7
He has travelled to many countries such as South
Africa Cape Town, Vienna Austria, Rio and
Florianopolis, Colombia, Panama, Budapest Hungry,
Havana Cuba, Brazil San Paulo, Prague, Munich
Germany, Switzerland, Rome Italy, Istanbul
Turkey, Athens And Mykonos Greece, Amsterdam,
Brussels, Kiev Ukraine, Sweden, Hawaii And Cabo
San Lucas.
8

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