Eric Kushner Email & Phone Number

St. Augustine, Fl, Us

Greater Tampa Bay Area

Client Service Officer-Securities Services. Liaised Global and Domestic Custody services and clearing for Citi’s Institutional clientele. Monitored Global Overdrafts, Credit and Short Queue Reports, Fed DK’s, as well as settlements and internal fund accounting queries. Supported a team of 3 Financial Advisors and was the first line of communications with clients and the various Operations departments. Responsible for Securities Trading, Trade Settlements, Managed Product creation, KYC investigations, various titled new account requests and numerous Ad Hoc requests. NETX 360-Docusign-Salesforce and Citibank/Pershing operations-trading system proficiencies.

Staten Island, Ny

Developed and opened family indoor sports facility hosting NYC’s only indoor Paintball/Reball center and the world’s most unique Laser Tag experience. Also featuring multiple Adrenalin pumping venues as well as NYC’s only Archery Tag and Virtual Reality venues.

Greater New York City Area

Institutional/High Net Worth/Retail, Equity Sales and Trading, offering Investment idea generation, internal research products as well as prospecting for retail/institutional clientele.Capital Markets transactions, Syndicate Desk relationships and solicitation of Corporate Issuers in conjunction with solicitation of C-Suite professionals to promote firm’s services and offerings.

Greater New York City Area

Trade Execution Domestic/International Equities, Options, ETF’s and non-exchange listed securities. Daily collaboration with Portfolio managers and other investment professionals regarding execution strategies, research themes and providing strategy implementation, dissemination of market data and position monitoring for sales professionals.

622 Third Avenue Nyc, Ny 10017

MJ Whitman is the affiliated full service broker-dealer of Third Ave.Mgmt, a mutual fund company specializing in the value investing approach, led by the legendary value investor Martin Whitman.Introduced new trading venues and products enhancing firms revenues and profitability.Managed Equity and Option trade executions for internal Mutual Funds, SubAdvised/Managed accounts coupled with internal Broker-Dealer Retail and Institutionalaccounts.Daily strategy planning with Portfolio Managers and other Investment professionals.Over 25 years’ experience with Buy side and Sell side Operations and Protocol.Series 4,7,24,55,63 - Bloomberg, EMS and OMS Proficiency, MS Word & Excel.