Cory Friedman

Cory Friedman Email and Phone Number

Business Analyst Consultant @ Mixed Greens & Grill
Marlboro, New Jersey
Cory Friedman's Location
Jackson, New Jersey, United States, United States
Cory Friedman's Contact Details

Cory Friedman personal email

n/a
About Cory Friedman

Responsible for overall management of the administration of two large US Defined Contribution plans.

Cory Friedman's Current Company Details
Mixed Greens & Grill

Mixed Greens & Grill

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Business Analyst Consultant
Marlboro, New Jersey
Website:
mixedgreensonline.com
Employees:
8
Cory Friedman Work Experience Details
  • Mixed Greens & Grill
    Business Analyst
    Mixed Greens & Grill Feb 2020 - Present
    United States
    Increased revenue for two locations through analysis of data surrounding customer behaviors, vendor relationships and workflows.Reduced required staffing by streamlining operations through post Covid-19 requirements.Discovered over 10 percent in immediate savings, leading right to the bottom line.
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  • Retirewell Administrators, Inc.
    Retirement Plan Administrator
    Retirewell Administrators, Inc. Jun 2016 - Feb 2020
    Marlton, Nj
    • Work closely with the CFO, the HR managers at each location, financial advisors and the recordkeeper to ensure a smooth delivery of daily recordkeeping and all compliance functions.• Serve as primary contact for annual retirement plan ERISA audits and coordinate the exchange of information and resolve issues to the plan’s outside auditors and third party recordkeeper.• Reconcile census data for the plan’s Non-Discrimination compliance testing• Coordinate and manage the delivery of benefit communications including but not limited to SPD’s, policy and procedure manuals, QDIA notices, and fee disclosures.• Manage and mentor director reports on the retirement team.• Identify opportunities for operational improvements and work with various locations to implement trainings.• Assist management on special projects as needed.
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  • Legacy Wealth Advisors
    Financial Planner
    Legacy Wealth Advisors Jun 2015 - Jun 2016
    Manalapan, Nj
    Currently registered in the following states:New JerseyNew YorkGeorgiaSecurities offered through Investors Capital Corporation, 6 Kimball Lane, Lynnfield, MA 01940, (800) 949-1422, Member FINRA/SIPC Advisory Services offered through Investors Capital Advisory Services
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  • Morgan Stanley
    Financial Advisor Associate
    Morgan Stanley May 2014 - Jun 2015
    Lawrenceville, Nj
    View
  • Lisfx Investments
    Vice President, Trading
    Lisfx Investments Jan 2013 - May 2014
    Marlboro, New Jersey
    Launched and operated a start up Forex currency trading business. Executed daily trades and maintained specific positions utilizing third-party trading platforms.
  • Cash For Gold
    Sales & Operations Manager
    Cash For Gold Aug 2009 - Dec 2012
    Toms River, New Jersey
    Lead the day-to-day operations for all companies locations in the New York City and New Jersey areas. Increased sales opportunities by introducing pricing promotions that yelled at a tremendous increase in incremental revenue
  • Louis Capital Markets
    Senior Trader
    Louis Capital Markets Jul 2008 - Jul 2009
    New York, New York
    Executed currency emerging markets trades for clients via direct bank relationships as well as local electronic spot platform. Managed the banking side and liquidity providers of the business.
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  • Mufg
    Assistant Vice President, Institutional Sales, Money Market
    Mufg Jul 2007 - Jul 2008
    New York, New York
    Funded the liability side of the balance sheet on a day to day basis. Managed existing accounts as well as opened up new accounts. Extensive relationship management.
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  • Cantor Fitzgerald
    Institutional Voice Broker, Emerging Markets
    Cantor Fitzgerald Jan 2005 - Jan 2007
    New York, New York
    Act as Non Deliverable Forward broker with primary focus in Brazil, as well as Chile, Peru, Mexico, Columbia and Argentina. Trade USD futures on the Bolsa De Mercadorias & Futuros in Brazil against offshore NDF's. Interact daily with client base of currency traders at Merrill Lynch, Citibank and Lehman Brothers.
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  • Garban Icap
    Institutional Voice Broker, Emerging Markets
    Garban Icap Jul 2002 - Nov 2004
    New York, New York
    Act as Latin America NDF broker with primary focus in Brazil. Traded USD futures on the Bolsa De Mercadorias and Futuros in Brazil against offshore NDF's. Executed onshore/offshore arbitrage.
  • Edgetrade
    Equity Trader
    Edgetrade Jan 2000 - Jul 2002
    New York, New York
    Used personal capital to trade equities on an intra-day basis. Applied technical and fundamental analysis to each trading execution.
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  • Aig
    Emerging Markets Currency Trader
    Aig Sep 1996 - Jan 2000
    New York, New York
    Responsible for pricing and selective market making in spot and forwards for Africa, Asia, Europe, Latin America and the Mid East. Produced and marketed Emerging Market Products.
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  • Citibank (Banamex Usa)
    Manager, Foreign Exchange Trade Support Unit
    Citibank (Banamex Usa) Oct 1993 - Sep 1996
    New York, New York
    Reconciled positions and analyzed P&L daily for 15 traders. Provided P&L for illiquid currencies via straight line amortization methods. Resolved daily problems and issues by functioning as a liason between traders and back office operations.
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  • Lehman Brothers
    Foreign Exchange Trade Analyst
    Lehman Brothers Aug 1991 - Oct 1993
    New York, New York
    Daily reconciliation of cash and security positions (MT571). Accurately reconciled Foreign Exchange accounting reports. Confirmed REPO deals via phone conversations.
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Cory Friedman Skills

Derivatives Options Fx Options Equities Bloomberg Hedge Funds Currency Financial Markets Trading Relationship Management Foreign Exchange Asset Management Capital Markets Emerging Markets

Cory Friedman Education Details

  • Stony Brook University
    Stony Brook University
    Applied Mathematics & Statisitics

Frequently Asked Questions about Cory Friedman

What company does Cory Friedman work for?

Cory Friedman works for Mixed Greens & Grill

What is Cory Friedman's role at the current company?

Cory Friedman's current role is Business Analyst Consultant.

What is Cory Friedman's email address?

Cory Friedman's email address is cf****@****tpa.com

What schools did Cory Friedman attend?

Cory Friedman attended Stony Brook University.

What skills is Cory Friedman known for?

Cory Friedman has skills like Derivatives, Options, Fx Options, Equities, Bloomberg, Hedge Funds, Currency, Financial Markets, Trading, Relationship Management, Foreign Exchange, Asset Management.

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