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Sterling Seery
Portfolio Manager at CMT Asset Management
Professional Background
Sterling Seery is a seasoned professional in the finance industry, specializing as an Equity, ETF, and Index Options Trader. With a diverse career that spans several reputable firms, he has honed his skills in trading, portfolio management, and wealth management. Currently, Sterling serves as a Portfolio Manager at CMT Asset Management, where he leverages his extensive experience to manage and optimize investment portfolios for clients.
Before his current role, Sterling built a strong foundation in options trading during his tenure at Spot Trading LLC, where he applied advanced trading strategies and developed a keen understanding of market dynamics. His journey in trading began at IMC Financial Markets, where he was involved as both an Options Trader and in a Garden Leave capacity, which allowed him to deepen his insights into the financial markets.
Sterling's experience also includes a role as a Futures Trader at TradeGroup LLC, where he worked on diverse trading strategies that catered to the futures market. His early career saw him as a Private Wealth Management Intern at Merrill Lynch, providing him with initial exposure to asset management and client relations, which has been invaluable throughout his professional journey.
Education and Achievements
Sterling Seery's education is as impressive as his professional background. He began his academic journey at Oakwood High School, where he concentrated on College Preparatory studies, setting a strong foundation for his future endeavors. He then went on to Georgetown University, where he earned a Bachelor of Arts in American Studies. Here, he developed critical analytical skills and a comprehensive understanding of societal structures, which have aided him in understanding market behaviors and investment patterns.
Following his undergraduate studies, Sterling sought to expand his business acumen at The University of Chicago - Booth School of Business, where he pursued MBA-level courses as a Graduate Student at Large. His education at Booth equipped him with essential business management and analytical skills that have propelled his career in finance. Sterling's willingness to enhance his knowledge and skills reflects his commitment to professional growth and excellence in the field.
Achievements
Throughout his career, Sterling has achieved notable milestones that highlight his expertise and commitment to excellence in trading. As a Portfolio Manager at CMT Asset Management, he has significantly contributed to the firm's success by implementing effective trading strategies and leading a team dedicated to maximizing client investments. His ability to navigate the complexities of the financial markets has positioned him as a trusted leader in the trading community.
His experience as an Options Trader and Futures Trader has provided him with a well-rounded skill set that enables him to make informed decisions that benefit his clients. Notably, his internship experience at Merrill Lynch established his foundation in wealth management and client service, which remain essential in his current role.
In addition to his hands-on experience, Sterling’s academic achievements, particularly from prestigious institutions like Georgetown University and the University of Chicago, further endorse his theoretical grounding in market analysis and trading principles. These combined experiences paint a picture of an accomplished finance professional who is not only adept at trading but is also dedicated to continuously learning and advancing in his field.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
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Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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