Please complete the CAPTCHA to continue
@jpmorgan.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Jeff Ash is listed as Director of Trading and Operations at McCormack Financial Planning, Inc., a with 4 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at jpmorgan.com and a matched LinkedIn profile for Jeff Ash.
Jeff Ash previously worked as Director of Trading at Mccormack Financial Planning, Inc. and Active Trader Services Professional at Morgan Stanley. Jeff Ash holds Bachelor'S Degree, Finance, General from University Of Denver.
This section adds company-level context without repeating Jeff Ash's masked contact details.
AeroLeads found 1 current-domain work email signal for Jeff Ash. Compare company email patterns before reaching out.
Jeff Ash is a Director of Trading and Operations at McCormack Financial Planning, Inc.. He possess expertise in bloomberg, equities, hedge funds, alternative investments, investment management and 4 more skills.
Listed skills include Bloomberg, Equities, Hedge Funds, Alternative Investments, and 5 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Atlanta, Georgia, United States
Executions of stocks, options and mutual funds via NetX360 Platform.Monitor any incoming news, research, or reports relevant to the firms’ holdings/watchlist.Operational duties such as dealing with corporate actions, quarterly billing, etc.Compliance duties such as ad hoc reporting and data analysis, and developing and maintaining policies & procedures.
Westerville, Ohio, United States
Greater Boston Area
• Provided research and execution of equity trades for firm’s leading portfolio managers, with over $1 trillion under management. Specialization in Canada, Latin America, Emerging Markets, and Global ADR business.• Increased gains both to company and to clients through in-depth market analysis that identified trends that could be optimized through alternative buys, delaying of transactions, and seller positioning.• Effected cost controls through identification of discount opportunities… Show more • Provided research and execution of equity trades for firm’s leading portfolio managers, with over $1 trillion under management. Specialization in Canada, Latin America, Emerging Markets, and Global ADR business.• Increased gains both to company and to clients through in-depth market analysis that identified trends that could be optimized through alternative buys, delaying of transactions, and seller positioning.• Effected cost controls through identification of discount opportunities resulting in increased demand, minimized risk, and larger alpha.• Partnered with IT team to advance company services and visibility through development of more efficient real-time data display projecting both cost and profit performance. This tool also was used as marketing tool during trading tours with new and prospective clients.• Enhanced company’s competitive advantage and improved client services through recommendation to functionally separate international and domestic trading arms• Cultivated and maintained strong, trusted global broker relationships to strengthen brand recognition. Reputation for accurate forecasting and fair approach made company a top call allowing clients first-mover advantage.• Provided information and communication link between European and Asian traders. Ensured seamless 24-hour trading in collaboration with portfolio trading and international trading desks. Show less
Greater Boston Area
• Executed international equity trades for the portfolio managers of this mutual fund company with over $430B under management.• Extensive collaboration with portfolio managers and analysts related to block trades, company earnings and news, political and economic conditions, mergers and acquisitions, and monitor holdings valued at $60B in European region.• Trade ordinary share ADR/GDR business in Europe/UK, Emerging Europe, and futures for the same region.• Track and allocate… Show more • Executed international equity trades for the portfolio managers of this mutual fund company with over $430B under management.• Extensive collaboration with portfolio managers and analysts related to block trades, company earnings and news, political and economic conditions, mergers and acquisitions, and monitor holdings valued at $60B in European region.• Trade ordinary share ADR/GDR business in Europe/UK, Emerging Europe, and futures for the same region.• Track and allocate brokerage commissions.• Subject matter expert presenting European updates and themes in daily morning meeting to domestic traders. Show less
Houston, Texas Area
• Executed international equity trades for portfolio managers of a mutual fund company with over $200B under management.• Facilitated trades in several national currencies (pre-Euro).• Ensured compliance and compiled research in opening new international trading markets.• Initiated negotiations for “best execution” of trades with special attention to trade size relative to average trading volume, management style, allowable time, available execution channels, and market impact.•… Show more • Executed international equity trades for portfolio managers of a mutual fund company with over $200B under management.• Facilitated trades in several national currencies (pre-Euro).• Ensured compliance and compiled research in opening new international trading markets.• Initiated negotiations for “best execution” of trades with special attention to trade size relative to average trading volume, management style, allowable time, available execution channels, and market impact.• Executed trades of European local shares through 21 countries.• Compiled and presented news, research, trading strategies and macro views of European market to portfolio managers. Show less
Houston, Texas Area
• Traded currencies for all funds in 31 countries and backed up European trading.• Traded listed and over-the-counter American Depository Receipts and local ordinary stocks for Canadian and Latin American regions with local and global brokerage firms.• Extensive interaction with portfolio managers related to block trades, market sentiment, and updates.• Produced a daily summary of political, economic, and company-related news in the European, Latin American, and Canadian markets for… Show more • Traded currencies for all funds in 31 countries and backed up European trading.• Traded listed and over-the-counter American Depository Receipts and local ordinary stocks for Canadian and Latin American regions with local and global brokerage firms.• Extensive interaction with portfolio managers related to block trades, market sentiment, and updates.• Produced a daily summary of political, economic, and company-related news in the European, Latin American, and Canadian markets for company-wide distribution. Show less
Quick answers generated from the profile data available on this page.
Jeff Ash works for McCormack Financial Planning, Inc..
Jeff Ash is listed as Director of Trading and Operations at McCormack Financial Planning, Inc..
AeroLeads has found 1 work email signal at @jpmorgan.com for Jeff Ash at McCormack Financial Planning, Inc..
Jeff Ash is based in Atlanta, Georgia, United States while working with McCormack Financial Planning, Inc..
Jeff Ash has worked for Mccormack Financial Planning, Inc., Morgan Stanley, J.P.Morgan Securities, Llc, Wellington Management, and Invesco Us Formerly Aim Management.
Jeff Ash's colleagues at McCormack Financial Planning, Inc. include Linda Kuehn, Crpc® and Scott Allen, Cfp®.
You can use AeroLeads to view verified contact signals for Jeff Ash at McCormack Financial Planning, Inc., including work email, phone, and LinkedIn data when available.
Jeff Ash holds Bachelor'S Degree, Finance, General from University Of Denver.
Jeff Ash is listed with skills including Bloomberg, Equities, Hedge Funds, Alternative Investments, Investment Management, Asset Management, Investments, and Trading.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Jeff Ash you were looking for.
