Benjamin Herron work email
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Benjamin Herron personal email
Experienced Broker specializing in trading solutions, risk management and strategies. Currently hold FINRA Series 4, 6, 7, 9/10, 63 license.
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Manager, Trade Support GroupCharles Schwab Mar 2018 - Sep 2024Westlake, Tx• Provided trading support and outstanding service to a wide range of both dedicated internal and external clients• Ensured compliance and documented supervision of trade dispute resolution, internal inventory account activity and a variety of specialized workflows • Remained abreast of evolving industry developments, market structure evolution, new products and trading related regulatory changes • Proactively recognized strategic business opportunities and a willingness to challenge traditional process with manager, colleagues and business partners -
Specialist, High Net Worth, Active InvestorCharles Schwab Oct 2017 - Mar 2018Westlake, TexasProvided support for active investors with risk management, derivative and equity trading strategies, products and complex problem resolution. -
Associate, Brokerage ServiceCharles Schwab Jun 2017 - Oct 2017Westlake, TexasLicensed Broker supporting trading needs for Charles Schwab clients. -
Active Trader BrokerFidelity Investments Jun 2011 - Apr 2017Westlake, TxSupported some of Fidelity's most profitable clients that are active traders - Engage clients in guidance conversations, risk management, equity and option strategies. -
Financial Representative - Full TraderFidelity Investments Aug 2009 - Jun 2011Westlake, TxProvided support to clients with placing trades, account maintenance, risk management and trading strategies. -
Css Representative 401KFidelity Investments Jun 2007 - Aug 2009Westlake, TxProvided support and solutions for customer’s accounts and assisted manager in client trends, new financial representative coaching and team development.
Benjamin Herron Skills
Benjamin Herron Education Details
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Finance, General
Frequently Asked Questions about Benjamin Herron
What is Benjamin Herron's role at the current company?
Benjamin Herron's current role is Manager, Trade Support Group at Charles Schwab.
What is Benjamin Herron's email address?
Benjamin Herron's email address is be****@****ity.com
What schools did Benjamin Herron attend?
Benjamin Herron attended The University Of Texas At Arlington.
What skills is Benjamin Herron known for?
Benjamin Herron has skills like Investments, Equities, Insurance, Financial Analysis, Asset Management, Securities, Financial Planning, Customer Service, Sales, Fixed Income.
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Benjamin Herron
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