Harley (Hudson) E.

Harley (Hudson) E. Email and Phone Number

Consulting Analyst @ Guidehouse
Florida, United States
Harley (Hudson) E.'s Location
Greater Tampa Bay Area, United States, United States
Harley (Hudson) E.'s Contact Details

Harley (Hudson) E. work email

Harley (Hudson) E. personal email

About Harley (Hudson) E.

Trading, operations, clearing, sales, compliance, risk management and financial services professional.Writing the best stories to get the client's voice heard. Coordinating all sales/business development, operations, compliance, trading execution and clearing. Built equity derivative flow desk to facilitate hedge fund business for the Banco Santander US affiliate. Sales consulting/business development and sales training in the B2B marketplace with business owners to increase market share through the hospitality industry and with C-suite executives to streamline their technology and cloud storage needs. Utilize Salesforce CRM and Sales Navigator for lead and contact development.15 years of experience in all exchange and OTC traded asset classes: equities, treasuries, foreign exchange and commodities. Covering Asia (with time in Hong Kong) Europe, US and LATAM markets.Published economic and investment research on all asset classes, advised clients of technical trends and market conditions.Wrote equity derivatives compliance manual for the bank and studied political developments to advise in-house compliance team on Volcker rule that took affect July 2015.Oversaw risk management of American Stock Exchange trading group and coached traders on options trading and valuation to enhance their trading performance. Taught educational courses on economic analysis, derivative pricing and trading strategies to trading desk teams.Author of " Birth to S.A.T., Parents Guide to Giving Your Child Edge in Education and Life"/ 2009Founder of educational consulting group, designed curriculum and trained 28 teachers.

Harley (Hudson) E.'s Current Company Details
Guidehouse

Guidehouse

View
Consulting Analyst
Florida, United States
Website:
guidehouse.se
Employees:
14935
Harley (Hudson) E. Work Experience Details
  • Guidehouse
    Consulting Analyst
    Guidehouse
    Florida, United States
  • Osaic
    Equity And Options Trader
    Osaic Jun 2024 - Present
    Scottsdale, Arizona, Us
  • Osaic
    Advisory Operations Consultant
    Osaic Aug 2023 - May 2024
    Scottsdale, Arizona, Us
    NetX360WealthscapeSalesforceConsult with financial advisors to answer questions related to operations, technology, compliance, margin, asset movement and account transfers
  • The Alpha Generation Llc
    Writer - Cake No Icing Llc
    The Alpha Generation Llc Nov 2001 - Present
    - Wrote freelance research content for derivatives investment advisors-Wrote operations and compliance manuals for trading desks-Writing novel about the Wall Street derivatives trading business-Wrote "Birth to SAT, Parent's Educational Guide" 2009
  • The Alpha Generation Llc / Alpha G One Llc / Prudential Advisors
    Business Consulting/Operations Consulting/ Portfolio Advisor
    The Alpha Generation Llc / Alpha G One Llc / Prudential Advisors Nov 2015 - Present
    Sales Business Development Consulting: Created digital B2B sales pipes for small business owners to increase market share in financial services, hospitality and education through digital marketing. Use custom designed CRM tool - clients included Four Seasons Hotels, Starwood, Hilton, Marriott, Guest Services Worldwide, Edward Jones, Hitachi Vantara, Jumper.com and Evergreen Media.Sales consulting for Jumper software. A company with zero sales before I started working with them. Sales consulting and sales training in home remodeling and home design businesses, helping homeowners and property investors upgrade existing structures.Trade Desk Consultant. - Advise on setting up trading/clearing/OMS software platforms, operations and brokers for newly formed hedge fund trading desks. Advise on writing compliance manuals.Investment Advisory and portfolio hedging consulting - advise on economic data and forecasts for small businesses and HNW individuals/families on hedges for portfolios with low turn over to enhance returns and avoid tax implications. Advise on market conditions for multi asset portfolio allocation. Small stint with Prudential Advisors
  • Achievement Wealth Management - Ameriprise Financial
    Wealth Management Advisor
    Achievement Wealth Management - Ameriprise Financial Feb 2022 - Oct 2022
    • Develop and research client portfolio selections while factoring in risk tolerance• Created spreadsheets for all Advisors to guide asset allocation tuned to risk• Field client calls to Identify issues and work with clients to find resolution• Outbound calls and in house meetings for risk tolerance assessment andmanaged account reviews• Proactively identify annuity surrenders to move money to managed accounts• Create all meeting prep documents• Meet with 10 – 12 clients a week• Functionable in every role from back to front office for entire group• Knowledgeable with hands on delivery of every Ameriprise process
  • Santander Bank, N.A.
    Svp / Exchange Traded Derivatives
    Santander Bank, N.A. Sep 2010 - Sep 2015
    Boston, Ma, Us
    • Sales, trading and clearing of exchange traded products• Sales of data and ratings for LATAM research platform• Oversee risk analysis• Wrote Compliance manual for equity derivatives business• Opened more new accounts 2010 – 2015 than other brokers • Designed all clearing operations, compliance and back office procedures• Trained brokers and client service assistants to deliver homogeneous advice• Public speaking and client facing presentation of services• Placed $100 million corn option trading operation with Mexican Govt• Built market making desk for hedge fund clients to enhance bank brand
  • Manhattan Edge Inc.
    Founder / Curriculum Director
    Manhattan Edge Inc. Nov 2005 - Aug 2015
    I own an educational consulting and tutoring business. I started it while coaching and training traders to improve their performance. Designed curriculum utilizing the latest research and trained teachers. The program enjoys a very high level of success, improving student scoring by 20%.
  • Mako Financial Markets
    Manager, Derivatives
    Mako Financial Markets Dec 2006 - Sep 2010
    Managed sales, compliance, clearing and back office operations.
  • Tfs Derivatives Limited
    Equity Derivative Sales / Trader
    Tfs Derivatives Limited Mar 2002 - Aug 2005
  • American Stock Exchange
    Member
    American Stock Exchange Nov 1996 - Sep 2000
    Us
    Trading Member of the American Stock Exchange. Traded own account as market maker in Phillip Morris and Lucent. Oversaw risk, hedging and trades. Utilized proprietary S&P index overlay to control theta and gamma exposure. Coached other traders in options portfolio risk management.

Harley (Hudson) E. Skills

Derivatives Options Trading Equity Derivatives Fx Options Hedge Funds Portfolio Management Trading Strategies Risk Management Asset Management Financial Markets Bloomberg Interest Rate Derivatives Bonds Trading Systems Proprietary Trading Hedging Investment Strategies Wealth Management Technical Analysis Investment Advisory Emerging Markets Due Diligence Business Development Regulatory Compliance Sales Management Pre Sales Business To Business Volatility Currency Swaps Options Strategies Credit Derivatives Foreign Exchange Salesforce.com Customer Relationship Management Coaching Business Strategy Sales Operations Sales Trainings Cloud Computing Investment Management Commodity Risk Management Market Data Storage Solutions Software As A Service Enterprise Software Sales Presentations Sales Enablement International Sales Commodity Finra Etfs Series 7 Market Making Latin America Traders Series 63 Equities Valuation Electronic Trading Alternative Investments Commodity Markets Market Risk Economics Fx Trading

Harley (Hudson) E. Education Details

  • University Of Chicago
    University Of Chicago
    Economics / Statistics
  • University Of Utah
    University Of Utah
    Economics
  • Emory University
    Emory University
    Portfolio Management

Frequently Asked Questions about Harley (Hudson) E.

What company does Harley (Hudson) E. work for?

Harley (Hudson) E. works for Guidehouse

What is Harley (Hudson) E.'s role at the current company?

Harley (Hudson) E.'s current role is Consulting Analyst.

What is Harley (Hudson) E.'s email address?

Harley (Hudson) E.'s email address is ha****@****ara.com

What schools did Harley (Hudson) E. attend?

Harley (Hudson) E. attended University Of Chicago, University Of Utah, Emory University.

What are some of Harley (Hudson) E.'s interests?

Harley (Hudson) E. has interest in Downhill Skiing, Trading, 2002 And Canadian Marathon In 2001, Sailing, Running.

What skills is Harley (Hudson) E. known for?

Harley (Hudson) E. has skills like Derivatives, Options, Trading, Equity Derivatives, Fx Options, Hedge Funds, Portfolio Management, Trading Strategies, Risk Management, Asset Management, Financial Markets, Bloomberg.

Who are Harley (Hudson) E.'s colleagues?

Harley (Hudson) E.'s colleagues are Adithi Wilson, Rhonda Moore, Geethu Chandran, Colleen Cowgill Ph.d., Giedrė Jautakaitė, Dayon Roy, Anna Lazarus-Hall.

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