Ben Frey, Ctp Email & Phone Number
@epiqpartnersllc.com
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Who is Ben Frey, Ctp? Overview
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Ben Frey, Ctp is listed as Partner, COO and CCO at EPIQ Partners, a with 6 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at epiqpartnersllc.com and a matched LinkedIn profile for Ben Frey, Ctp.
Ben Frey, Ctp previously worked as Partner, COO & CCO at Epiq Partners and Fund Treasury Analyst at Whitebox Advisors. Ben Frey, Ctp holds Ba, Anthropology from Willamette University.
Email format at EPIQ Partners
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AeroLeads found 1 current-domain work email signal for Ben Frey, Ctp. Compare company email patterns before reaching out.
About Ben Frey, Ctp
Ben Frey, Ctp is a Partner, COO and CCO at EPIQ Partners. He possess expertise in portfolio management, hedge funds, mutual funds, microsoft excel, alternative investments and 7 more skills. He is proficient in Thai and French.
Listed skills include Portfolio Management, Hedge Funds, Mutual Funds, Microsoft Excel, and 8 others.
Ben Frey, Ctp's current company
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Ben Frey, Ctp work experience
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Partner, Coo & Cco
CurrentEPIQ Partners provides Investment Counsel, Portfolio Management and Solutions Driven Advice for a select group of entrepreneurs, senior level executives, successful professionals and quality people.We are a boutique investment office for successful families and their related interests. We bring a partnership mentality to all of our relationships and constantly work toward outcomes that are the best of what is possible.
Fund Treasury Analyst
Optimized funding balances & debit/credit rates using asset-based financing. Worked with desk to collapse boxes within & across all currencies. Managed excess & collateral for all accounts, including prime broker & ISDA. Improved margin rates with financing costs in mind. Aggregated, optimized, reported & reconciled securities lending data for cash & swap. Rebalanced counterparty exposure based on risk, wallet-share, ROA & portfolio lean. Issued & responded to margin calls expeditiously. Set up & approved wire transfers for OTC payments, private deals & invoices. Collaborated with third-party administrator in a variety of areas. Assisted with compliance procedures & DDQs.
Portfolio Administration Associate
Used portfolio software to reconcile client accounts for cash and positions and process corporate actions. Communicated liquidity needs and account preferences to equity managers. Performed various data quality checks and audits.
Portfolio Administration Assistant
Posted daily cash movements using portfolio software. Submitted class actions and proxy voting on behalf of clients. Managed company records and assisted with internal audits for compliance purposes. Updated client web reports with daily statements.
Intern
Supported a team of financial advisers by conducting investment research, compiling data in Excel, updating client information and performing basic administrative duties.
Ben Frey, Ctp education
Frequently asked questions about Ben Frey, Ctp
Quick answers generated from the profile data available on this page.
What company does Ben Frey, Ctp work for?
Ben Frey, Ctp works for EPIQ Partners.
What is Ben Frey, Ctp's role at EPIQ Partners?
Ben Frey, Ctp is listed as Partner, COO and CCO at EPIQ Partners.
What is Ben Frey, Ctp's email address?
AeroLeads has found 1 work email signal at @epiqpartnersllc.com for Ben Frey, Ctp at EPIQ Partners.
Where is Ben Frey, Ctp based?
Ben Frey, Ctp is based in Minneapolis, Minnesota, United States while working with EPIQ Partners.
What companies has Ben Frey, Ctp worked for?
Ben Frey, Ctp has worked for Epiq Partners, Whitebox Advisors, Bbr Partners, and Smith Barney.
Who are Ben Frey, Ctp's colleagues at EPIQ Partners?
Ben Frey, Ctp's colleagues at EPIQ Partners include Bruce Langer, Cfa and Daniel Aronson.
How can I contact Ben Frey, Ctp?
You can use AeroLeads to view verified contact signals for Ben Frey, Ctp at EPIQ Partners, including work email, phone, and LinkedIn data when available.
What schools did Ben Frey, Ctp attend?
Ben Frey, Ctp holds Ba, Anthropology from Willamette University.
What skills is Ben Frey, Ctp known for?
Ben Frey, Ctp is listed with skills including Portfolio Management, Hedge Funds, Mutual Funds, Microsoft Excel, Alternative Investments, Financial Modeling, Valuation, and Private Equity.
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