AeroLeads people directory · profile
Caleb R. Email & Phone Number
Senior Trader
at
NewEdge Advisors
1 work email found
@merceradvisors.com
2 phones found area 619
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Who is Caleb R.? Overview
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Quick answer
Caleb R. is listed as Senior Trader at NewEdge Advisors, based in San Diego, California, United States. AeroLeads shows a work email signal at merceradvisors.com, phone signal with area code 619, and a matched LinkedIn profile for Caleb R..
Caleb R. previously worked as Head of Trading - EW at Mercer Advisors and Senior Trader at Epstein & White Retirement Income Solutions, Llc. Caleb R. holds Bachelor'S Degree, Economics: Quantitative Analysis from San Diego State University.
Company email context
Email format at NewEdge Advisors
This section adds company-level context without repeating Caleb R.'s masked contact details.
*@merceradvisors.com
68% confidence
AeroLeads found 1 current-domain work email signal for Caleb R.. Compare company email patterns before reaching out.
Profile bio
About Caleb R.
Skilled in coding with Python to enhance and streamline trading operations, I aim to make complex financial workflows simpler and more efficient. I’m now venturing into AI, researching its capabilities to further boost efficiency in the trading realm.
Listed skills include Leadership, Googling, Powerpoint, Salesforce.Com, and 20 others.
Current workplace
Caleb R.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Newedge Advisors
Website
AeroLeads page
10 roles · 19 years
Caleb R. work experience
A career timeline built from the work history available for this profile.
Senior Trader
Head Of Trading - Ew
Apr 2021 - Jan 2023
Senior Trader
Aug 2020 - Mar 2021
Aug 2019 - Aug 2020
Associate Portfolio Manager
Manage, trade and research sub portfoliosMonitor and manage cash flows within client accounts Trading (equities, ETFs, fixed income)Sole trader, executing thousands of trades for cash management and positioning within modelsCreated various spreadsheets to help with auditing and workflow efficiency Investment Research into global market trendsManage asset.
Sep 2017 - Sep 2019
Investment Associate
Sep 2015 - Sep 2017
Director Client Services
Managed research and reportingExecuted model tradingResponsible to client on boarding
Jul 2014 - Jul 2015
Portfolio Administrator
Managed portfolio modelsExecuted trades across accountsManaged billingHeld internship at firm for 9 months prior to working as analyst.
Jan 2013 - Jul 2014
Operations
2007 - 2012
~5 yrs
2 education records
Caleb R. education
Bachelor'S Degree, Economics: Quantitative Analysis
San Diego State University
Passed Level I Of The Cfa Program
Cfa Institute
FAQ
Frequently asked questions about Caleb R.
Quick answers generated from the profile data available on this page.
What company does Caleb R. work for?
Caleb R. works for NewEdge Advisors.
What is Caleb R.'s role at NewEdge Advisors?
Caleb R. is listed as Senior Trader at NewEdge Advisors.
What is Caleb R.'s email address?
AeroLeads has found 1 work email signal at @merceradvisors.com for Caleb R. at NewEdge Advisors.
What is Caleb R.'s phone number?
AeroLeads has found 2 phone signal(s) with area code 619 for Caleb R. at NewEdge Advisors.
Where is Caleb R. based?
Caleb R. is based in San Diego, California, United States while working with NewEdge Advisors.
What companies has Caleb R. worked for?
Caleb R. has worked for Newedge Advisors, Mercer Advisors, Epstein & White Retirement Income Solutions, Llc, Jackson Financial Management, and Degreen Capital Management, Llc.
How can I contact Caleb R.?
You can use AeroLeads to view verified contact signals for Caleb R. at NewEdge Advisors, including work email, phone, and LinkedIn data when available.
What schools did Caleb R. attend?
Caleb R. holds Bachelor'S Degree, Economics: Quantitative Analysis from San Diego State University.
What skills is Caleb R. known for?
Caleb R. is listed with skills including Leadership, Googling, Powerpoint, Salesforce.Com, Economics, Portfolio Management, Data Analysis, and Investments.
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