Don Jung

Don Jung Email and Phone Number

Private Fund Custody and Institutional Sales at IRA Services Trust Company @ IRA Services Trust Company
san carlos, california, united states
Don Jung's Location
Daly City, California, United States, United States
Don Jung's Contact Details

Don Jung personal email

n/a
About Don Jung

Don Jung is a Private Fund Custody and Institutional Sales at IRA Services Trust Company at IRA Services Trust Company. He possess expertise in equities, capital markets, trading, financial markets, options and 7 more skills.

Don Jung's Current Company Details
IRA Services Trust Company

Ira Services Trust Company

View
Private Fund Custody and Institutional Sales at IRA Services Trust Company
san carlos, california, united states
Website:
forgetrust.com
Employees:
68
Don Jung Work Experience Details
  • Ira Services Trust Company
    Private Fund Custody And Institutional Sales
    Ira Services Trust Company Jun 2015 - Present
  • Sprouts Farmers Market
    Back Up Administrative Coordinator
    Sprouts Farmers Market Dec 2014 - Present
  • Sagetrader, Llc
    Senior Compliance Analyst / Accounting Analyst
    Sagetrader, Llc Aug 2013 - May 2015
    San Francisco Bay Area
    * Perform general accounting functions focused on high-risk audit of daily charges and discounts to customers, weekly disbursement of accounts payable, and mandatory reporting activities for management review.* Assigned the tasks for analyzing and review payment requests for compliance with company guidelines and policies.* Assumes responsibility of resolving financial discrepancies and responding to customer inquiries.* Responsible for entering invoices, checking and verifying accounting documents.* Handled day to day compliance review including monitoring emails and IM’s.
  • Vtrader Pro, Llc / Vtbrokers, Llc
    Compliance Analyst
    Vtrader Pro, Llc / Vtbrokers, Llc Apr 2010 - Jun 2013
    San Francisco Bay Area
    * Audit and regulatory inquiry response management for Chief Compliance Officer including preparation of exhibits and organization of documents.* Handled day to day compliance review including monitoring emails and IM’s.* Monitored and repaired all OATS reporting issues, intra firm and with other brokers
  • Newedge
    Director Of Operations
    Newedge Jan 2004 - Jun 2009
    San Francisco Bay Area
    * Reported directly to the CFO and SVP of Operations for metric, financial analysis, and cash flow reporting.* Accounts Payable and Accounts Receivable for 200 Accounts through Checks and Wire Request from Customers. * Verifies and reconciles all cash and credit card sales and payments for bank accounts.* Provided back office with instructions for G/L entries reconciliation.* Facilitated “no-fault” internal and external audits as a result of sound recordkeeping and thorough documentation.* Supervised full time and temporary personnel on client charges and fund requests.* Monitored and recorded company travel and expenses.* Coordinate monthly payroll functions for 50+ employees.* Performed accounts payable and accounts receivable functions for entire firm.
  • Newedge
    New Accounts Manager
    Newedge Dec 2001 - Jul 2004
    San Francisco Bay Area
    * Supervised team and other temporary personnel opening and maintaining all company new accounts.* Monitored and maintained 15,000 Brokerage Accounts and 5,000 IRA Accounts.* Supervised risk to the firm by using Nexus-Lexus and Thompson Credit Services.* Check funding of new account to ensure no money laundering.* Audit and reconciled Money Market.* Performed weekly, monthly, and quarterly calculation of funds received through new accounts opened.

Don Jung Skills

Equities Capital Markets Trading Financial Markets Options Risk Management Trading Systems Banking A/p A/r General Ledger Quickbooks

Don Jung Education Details

Frequently Asked Questions about Don Jung

What company does Don Jung work for?

Don Jung works for Ira Services Trust Company

What is Don Jung's role at the current company?

Don Jung's current role is Private Fund Custody and Institutional Sales at IRA Services Trust Company.

What is Don Jung's email address?

Don Jung's email address is do****@****ces.com

What schools did Don Jung attend?

Don Jung attended San Francisco State University.

What skills is Don Jung known for?

Don Jung has skills like Equities, Capital Markets, Trading, Financial Markets, Options, Risk Management, Trading Systems, Banking, A/p, A/r, General Ledger, Quickbooks.

Who are Don Jung's colleagues?

Don Jung's colleagues are Daniel Valenzuela, Cody Fouche, Dave Worthman, Anita Carlson, Ignacio De Souza, Keith Cardinas, Kelly Eddy.

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