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OptionVue
Systems - Regional Directors
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Karen
Rae - West Regional Director karen@optionvue.com |
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Karen
has been with OptionVue Systems for 16 years. In addition to
her responsibilities as National Sales Manager, she oversees
sales operations and
user groups located in the Western US. She has extensive
experience
training
clients on the broad spectrum of option trading styles and
techniques.
Karen holds
a Bachelor of Science degree in Teaching from Purdue University.
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Richard
Benson – Midwest
Regional Director richard@optionvue.com |
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Rich
joined OptionVue Systems in March, 2000 as a Product Consultant.
As Regional Director for the Midwest Region, he supports
client needs
and is currently developing local educational and user group chapters
throughout the region. An active trader, Rich is well-versed in
option spreads, technical analysis and risk management strategies.
Previously, Rich worked in Mortgage Banking at LaSalle Bank of
Chicago, specializing in loan originations, new business development
and client
services.
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Jeff
Plimpton – Southeast Regional Director jeff@optionvue.com |
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Jeff
joined OptionVue Systems in 2000.
He spent
3 ½ years as a Product Consultant and recently
assumed responsibility as Regional Director for the
Southeast. He is currently organizing and supporting educationally-oriented
users groups in the region.
Jeff has studied
options trading for over 12 years and is currently working
towards his Series 7 license. He was previously employed with
industrial distributor W.W. Grainger, where he worked for 10 years
and was responsible
for organizing and implementing regional sales operations that eventually
went national. |
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David
Balmelli – East Regional Director dave@optionvue.com |
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David recently joined OptionVue Systems as East Regional Director after nearly 15 years in investment banking and private wealth management. While working for well-recognized, global financial services firms, David consulted both individual and institutional clients on managing traditional assets and alternative investments.
David spent most of his career at JPMorgan as a Risk Management Officer for the Investment Bank's proprietary trading business and later as an Investment Advisor for Private Banking Clients. Prior to that, he worked on product development and strategy for the broker-dealer subsidiary of The Allstate Corporation.
He earned his B.A. in Political Science from The University of Massachusetts, Dartmouth. He holds his series 7, 63, 65, 9/10 and 24 licenses and is currently working on obtaining the CFP® designation.
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