New York City Metropolitan Area
Tired of mismanagement and false promises at my first job, I sought out a career at Edward Jones which fulfilled my desire to manage my own practice in addition to impacting lives. I work with a select group of individual investors, retirees and business owners. I focus on understanding their goals, developing an investment strategy and coaching them around the mistakes made by the average investor. My office is committed to providing top notch, unbiased client service. /*********/ For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
Human centered complete wealth strategies for individual investors, retirees and small business owners
Daily responsibilities included open communication with internal sales team, controllers, operations & external clients, producing trade confirmations, inputting trades into risk management system, estimating profit and loss
Produced the official daily profit and loss reporting for the corporate bond and credit default swap trading desks, communicated daily with trading desk, operations and financial reporting