Adam Blumenfeld Email and Phone Number
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Equity Trader for the past 24 years in trade execution and Co-Head of back-office operations at JNK Securities, a NY-based broker-dealer. Acquired the FINRA security licenses – 7,24,55,63.JNK is now Uphold Securities. As a result of the Uphold acquisition, I'm investing more time in Crypto and Blockchain heading up all-things Digital Assets at JNK Securities. The opportunity is allowing me to fuse my trading expertise with an understanding of digital assets and blockchain. In such, engaging with institutional investors; trading, selling research, developing products and much more.Developing a deeper passion and understanding for Digital Assets & Blockchain over the past few years, confirms my ability to learn about new products, technologies, or ideas that will change the world.With the fast paced, always changing crypto ecosystem, taking the time to truly understand the people you do business with will result in better experiences.
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Institutional Sales And OperationsUpholdNew York, Ny, Us
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Institutional Sales & OperationsUphold Mar 2023 - PresentNew York, New York, Us-Launched an institutional web-based trading platform, ensuring seamless client experience and adherence to best practices-Institutional digital asset research and sales efforts, establishing a new client base for new products launching in 2023-Managed webinars and round tables, fostering engagement and education among clients and industry participants -Stayed up-to-date on the latest digital asset ecosystem developments, news, and trends, applying this knowledge to drive business growth and strategy-Demonstrated expertise in digital assets and blockchain, leveraging this passion to drive innovation and excellence in the organizationHubSpot CRM Operational Manager-Successfully manage and optimize HubSpot CRM operations, ensuring efficient data management and streamlined client interactions
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Institutional Equity Trading & Sales / Co-Head Back-Office OpsJnk Securities Corporation Aug 1997 - Feb 2023New York, Ny, UsJNK Securities was acquired by Uphold Inc.Finra Security Licenses: 7,24,55,63Sales Trader for U.S. Institutional Accounts:-Focused on equity securities for U.S. institutional accounts, executing trades and managing client portfolios.-Built and maintained strong relationships with institutional clients, participating in industry roundtables and discussions with C-Suite executives.-Utilized various electronic OMS trading platforms, including Fidessa, Bloomberg, and Valdi, for trade execution and allocations.-Gained hands-on experience with electronic trading and clearing portals such as Bank of America, Cowen, and RBC.Co-Head Back-Office Operations:-Co-Headed Back-Office Operations, overseeing the entire equity trade lifecycle, including clearing and settlement transactions.-Facilitated communication between front and back offices to ensure timely completion of daily equity trade flow, allocations, and order bookings.-Demonstrated expertise in using Oasys, CTM, and Alert for account opening, matching, and allocation services.-Ensured strict compliance with company policies and regulatory standards, maintaining a high level of regulatory awareness and adherence.
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Frequently Asked Questions about Adam Blumenfeld
What company does Adam Blumenfeld work for?
Adam Blumenfeld works for Uphold
What is Adam Blumenfeld's role at the current company?
Adam Blumenfeld's current role is Institutional Sales and Operations.
What is Adam Blumenfeld's email address?
Adam Blumenfeld's email address is ad****@****ies.com
What is Adam Blumenfeld's direct phone number?
Adam Blumenfeld's direct phone number is (212)-248*****
What skills is Adam Blumenfeld known for?
Adam Blumenfeld has skills like Equities, Hedge Funds, Series 7, Bloomberg, Options, Series 63, Securities, Trading, Electronic Trading, Electronic Trading Systems.
Who are Adam Blumenfeld's colleagues?
Adam Blumenfeld's colleagues are Paulo Dias, Egle Meizyte, Ali Nawaz, 😄philip C., Meghan O'meara Hayden, Joshua J., Rimvydas Burba.
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