Aaron Bray Email and Phone Number
Aaron Bray work email
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Aaron Bray personal email
Experienced Operations Manager with a demonstrated history of working in the financial services industry. Skilled in Client Onboarding processes, Securities, Derivatives, FX, Debt and Interest Rate products. Strong business development and team leadership professional.
Implemented Portfolios
View- Website:
- implementedportfolios.com.au
- Employees:
- 12
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Operations Manager - Custody And Portfolio ImplementationImplemented PortfoliosSydney, Nsw, Au
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Operations ManagerImplemented Portfolios Limited Jan 2020 - Present
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Operations Manager, InternationalCharles Schwab Oct 2017 - Dec 2019Sydney, AustraliaLeading a high performing team of Client Onboarding Associates who manage the new to firm customer lifecycle, which includes processing account applications, completing AML and KYC checks and performing enhanced due diligence reviews. -
Investor Services & Trading SupportCharles Schwab Jan 2013 - Oct 2017Sydney, AustraliaAdvising clients on Schwab product offerings including equities, derivatives, FX, debt and interest rate products. Ensuring clients are aware and capable of using the trading platform as well as the research and analysis tools. Discussing current positions, current market conditions and the importance of portfolio weighting and diversification.
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Client Services & AdministrationCharles Schwab Jan 2010 - Jan 2013Sydney, AustraliaAssisting new to firm clients with the opening of trading accounts by reviewing applications, corporate documents and trust deeds.Conducting AML and KYC checks to make sure all parties involved in opening accounts have no negative attributes, political exposure (PEP) or other exposure.Performing administration duties related to ongoing client account maintenace.
Aaron Bray Skills
Aaron Bray Education Details
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Leadership And Management -
Financial Planning And Services
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Rg146
Frequently Asked Questions about Aaron Bray
What company does Aaron Bray work for?
Aaron Bray works for Implemented Portfolios
What is Aaron Bray's role at the current company?
Aaron Bray's current role is Operations Manager - Custody and Portfolio Implementation.
What is Aaron Bray's email address?
Aaron Bray's email address is ab****@****ess.com
What schools did Aaron Bray attend?
Aaron Bray attended Monarch Institute, Monarch Institute, Kaplan Professional.
What skills is Aaron Bray known for?
Aaron Bray has skills like Options, Derivatives, Securities, Equities, Financial Markets, Financial Services, Financial Planning, Risk Management, Rg 146, Series 7, Margin Lending.
Who are Aaron Bray's colleagues?
Aaron Bray's colleagues are Johnnie C., Emery Wong, Dean Roberts, Anton Hermanto.
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2espressoessentialqld.com.au, ctatraining.com.au3 +617387XXXXX
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Aaron Bray
Cluster Manager (Eastern Metro And Gippsland) At The Reject Shop / Editor In Chief / Freelance CopywriterMelbourne, Vic
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