Greg Halvachs Email & Phone Number

St Louis, Missouri, United States

Greater St. Louis Area

Greater St. Louis Area

• Over five years, saved greater than $250,000 with a rebalance process executed monthly that ensured all client portfolios were in-line with company equity strategies
• Designed a new trade file to upload multiple client’s mutual fund trades onto the Schwab trading platform, projected to save $100,000 over the next four years
• Created, established and maintained all of the written trading procedures to continually identify market opportunities and new efficiencies
• Responsibilities included creating and executing all Mid Cap and Large Cap model trades, specialized client trade requests, plus daily backup for Small Cap equity security trades and Operations Group
• Processed a high-volume of trades within deadlines with high degree of accuracy, including the end of year tax loss harvesting trade requests, with specific tax lots, for our high net worth taxable clients
• Implemented and owned the Moxy trading system that housed all of the company and client trading restrictions

Greater St. Louis Area

• Worked with a team that tested and maintained CAMRA, the portfolio accounting system
• Formed CAMRA user documentation
• Trained new users

Greater St. Louis Area

• Analyzed derivative portfolios on a daily basis to ensure guideline compliance
• Marked to market swap positions to determine collateral requirements
• Issued and answered daily margin calls
• Completed swap contract negotiations with various Wall Street dealers and lawyers within client deadlines
• Partnered with systems development to create a database that would house all of our client’s contracts, trade guidelines, and broker contact information

Greater St. Louis Area

• Provided direct leadership to a team of employees
• Responsible for verifying fixed income, equity, and derivative trades with brokers and entering transactions into CAMRA

Greater St. Louis Area

• Reconciled daily client activity in individual accounts using custodian and NISA data
• Computed client account financial performance
• Compiled supporting data used by Client Services in periodic reports and presentations and performed ad hoc requests

Bachelor Of Science - Bs, Finance

Activities and Societies: Dean's List, Beta Gamma Sigma International Business Honor SocietyGraduated Magna Cum Laude

Master Of Business Administration - Mba

Bachelor Of Science - Bs, Management Information Systems, General

Activities and Societies: Dean's List, Beta Gamma Sigma International Business Honor SocietyGraduated Magna Cum Laude