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Talent You Won't Find Anywhere Else

E.J. (Ashburn, VA)

  • Financial Services professional with 18 years of experience in various client-facing roles.
  • Managed the onboarding process for new prime brokerage clients, sold prime brokerage services to financial institutions, and acquired misplaced MF Global clients.
  • Client Services Manager overseeing client activity, relationship management, onboarding, trade support, risk management, compliance, reporting, and record keeping.
  • Operations Associate in Fixed Income Operations, managing trade cycles and producing daily commission reports for management.
  • Skilled in relationship management, trade settlement, project management, problem-solving, data analysis, organization, and administrative functions.
  • A.S. in Business Management from College of Staten Island and previously held certifications in Series 7 & 63.

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