Anna P. Email & Phone Number
@edfman.com
LinkedIn matched
Who is Anna P.? Overview
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Anna P. is listed as Business Development at RJS Consulting LLC at Pegasus Group, a company with 1 employees, based in New York, New York, United States. AeroLeads shows a work email signal at edfman.com and a matched LinkedIn profile for Anna P..
Anna P. previously worked as Sales Business Development at Rjs Consulting and Consultant at Andra Capital. Anna P. holds Bba, Finance from Pace University.
Email format at Pegasus Group
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AeroLeads found 1 current-domain work email signal for Anna P.. Compare company email patterns before reaching out.
About Anna P.
Anna P. is a Business Development at RJS Consulting LLC at Pegasus Group. She is proficient in English.
Anna P.'s current company
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Anna P. work experience
A career timeline built from the work history available for this profile.
Sales Business Development
Current
Consultant
Financial Analyst
Trade Support Analyst
- Provide trade support to senior traders on Repo desk
- Issue, book, and cover margin calls for Repo desk using FinPro
- Calculate monthly sales commissions for senior traders
- Assist E D & F Man Capital Markets Futures desk in Chicago with pricing quotes on US Government Treasury Securities and provide internal trade journaling in Bloomberg TOMS
- Act as liaison between middle office, clearing house, and senior traders to resolve any inquires on booked trades
- Communicate trade details to counterparts
Investment Consulting Analyst
- Develop asset allocation solutions based on clients’s risk tolerance, expected return objectives, cash flow needs, and tax consequences
- Analyze and monitor clients’ investment portfolios and revise client’s asset allocations based on changing market conditions, market exposure, and liquidity needs
- Create and analyze clients’ wealth management profile based on clients’ assets and liabilities, tax situation, and IRA distributions
- Create daily trade sheets and review daily trade activity using Schwab and Fidelity trading platforms
- Check daily Byall error report
- Prepare engagement letters and investment policy statements based on clients’ profile
Business Analyst
Anna P. education
Bba, Finance
Bba, Finance, General
Frequently asked questions about Anna P.
Quick answers generated from the profile data available on this page.
What company does Anna P. work for?
Anna P. works for Pegasus Group.
What is Anna P.'s role at Pegasus Group?
Anna P. is listed as Business Development at RJS Consulting LLC at Pegasus Group.
What is Anna P.'s email address?
AeroLeads has found 1 work email signal at @edfman.com for Anna P. at Pegasus Group.
Where is Anna P. based?
Anna P. is based in New York, New York, United States while working with Pegasus Group.
What companies has Anna P. worked for?
Anna P. has worked for Pegasus Group, Rjs Consulting, Andra Capital, 400 Capital Management Llc, and Ed&F Man.
How can I contact Anna P.?
You can use AeroLeads to view verified contact signals for Anna P. at Pegasus Group, including work email, phone, and LinkedIn data when available.
What schools did Anna P. attend?
Anna P. holds Bba, Finance from Pace University.
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