Jeff Ash Email and Phone Number
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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.
Mccormack Financial Planning, Inc.
View- Website:
- mccormackfp.com
- Employees:
- 4
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Director Of TradingMccormack Financial Planning, Inc. May 2022 - PresentAtlanta, Georgia, United StatesExecutions 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. -
Active Trader Services ProfessionalMorgan Stanley Feb 2022 - Jun 2022Alpharetta, Georgia, United States -
Investment ProfessionalJ.P.Morgan Securities, Llc Apr 2021 - Feb 2022Westerville, Ohio, United States
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International Equity TraderWellington Management 2000 - Jan 2020Greater Boston Area -
Vice President, Americas Equity Trader (2011-2019)Wellington Management Sep 2011 - Sep 2019Greater 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 -
Vice President, European Equity Trader (2000-2011)Wellington Management Jul 2000 - Sep 2011Greater 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 -
European Equity Trader (1998-2000)Invesco Us Formerly Aim Management Aug 1998 - Jun 2000Houston, 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 -
International Equity Trader (1996-1998)Invesco Us Formerly Aim Management Nov 1996 - Aug 1998Houston, 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
Jeff Ash Skills
Jeff Ash Education Details
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Finance, General
Frequently Asked Questions about Jeff Ash
What company does Jeff Ash work for?
Jeff Ash works for Mccormack Financial Planning, Inc.
What is Jeff Ash's role at the current company?
Jeff Ash's current role is Director of Trading and Operations.
What is Jeff Ash's email address?
Jeff Ash's email address is je****@****gan.com
What schools did Jeff Ash attend?
Jeff Ash attended University Of Denver.
What skills is Jeff Ash known for?
Jeff Ash has skills like Bloomberg, Equities, Hedge Funds, Alternative Investments, Investment Management, Asset Management, Investments, Trading, Equity Research.
Who are Jeff Ash's colleagues?
Jeff Ash's colleagues are Linda Kuehn, Crpc®, Scott Allen, Cfp®.
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