Benjamin Herron Email & Phone Number

Westlake, 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

Westlake, Texas

Provided support for active investors with risk management, derivative and equity trading strategies, products and complex problem resolution.

Westlake, Texas

Licensed Broker supporting trading needs for Charles Schwab clients.

Westlake, Tx

Supported some of Fidelity's most profitable clients that are active traders - Engage clients in guidance conversations, risk management, equity and option strategies.

Westlake, Tx

Provided support to clients with placing trades, account maintenance, risk management and trading strategies.

Westlake, Tx

Provided support and solutions for customer’s accounts and assisted manager in client trends, new financial representative coaching and team development.