Derek Ogle Email & Phone Number

Irvine, California, United States

Canvassed territory door-to-door to identify candidates who qualify for solar program. Responsible for creating, verifying, guiding and leading customers from the start to install. Also, handling the behind the seens process with back office personnel to ensure a smooth transition from station to station until install was complete.

Fountain Valley, California, United States

Manage Payroll, pay bills and invoices, reconciliation of bank accounts and inventory to compare P&L on monthly basis. Calculate and pay sales tax and daily sales reports to confirm. Keep employee records current including EDD for ex or injured employees.

Irvine, CA

Executed all Buys and Sells of taxable fixed income bonds for Institutional end accounts based on there specific needs based on market conditions and investment policies. Detail and accuracy was of the utmost importance. Daily trades ranged from 1MM to 50MM per execution. While maintaining a compliant office as operations manager as previously described.

Irvine, CA

My role was expanded once Gilford Securities was absorbed by Ladenburg Thalmann, Inc. Executed all Buys and Sells of taxable fixed income bonds for Institutional end accounts based on there specific needs based on market conditions and investment policies. Detail and accuracy was of the utmost importance. Daily trades ranged from 1MM to 50MM per execution.

Irvine, CA

Worked with headquarters office to process all paperwork required to maintain current and new accounts compliant with ever changing rules and regulations. Managed all needs for day to day operations of satellite office comprised of both Institutional and Retail Brokers including speaking to every clients incoming call.

Tustin, CA

Objective was to originate/refinance loans with company driven leads from multiple lead sources utilizing FHA, Fannie Mae, Freddie Mac and others to qualify clients for most beneficial savings. Gather all required paperwork for qualifying, processing and closing of loan from start to finish.

Los Angeles, CA

Worked closely with Financial Advisors/Brokers on finding, pricing and executing trades for taxable fixed income products to satisfy client end account needs.

Major Functions: Key team member in driving revenue growth trading over $10 billion monthly in Bonds, launching new products/services and managing a high pressure (6-member) Trading Desk. Updated the internal website daily, Develop and maintain business contacts to ensure better pricing for customers. Update product website on daily basis. Assist Financial.

Major Functions: Placed Equity and option orders for customers in fast paced office. High emphasis on customer satisfaction. Accuracy and knowledge of security markets, margin, phones, account types. Ability to think and perform quickly and efficiently. Worked closely with customers and coworkers. Developed ability to adapt to different situations..

Major Functions: Satisfy individual investment needs, with a high focus on customer service. Through aggressive marketing, and attention to news sales was able to build a significant client base.Derek Bryan Ogle. Page II

Major Functions: Established L.A. municipal bond sales desk for major company in securities industry. Maintained established high net worth individual accounts. Prospected for high net worth fixed income account with emphasis on municipal bonds. Worked directly with municipal trading desk for purchases and inventory. Established knowledge of municipal.

Mathematics And Sociology

Activities and Societies: Baseball Scholarship

Associate Of Arts - Aa, Sociology

Activities and Societies: Baseball