Jeff Ash Email & Phone Number

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.

Alpharetta, Georgia, United States

Westerville, Ohio, United States

Greater Boston Area

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
• 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.
• Enhanced company’s competitive advantage and improved client services through recommendation to functionally separate international and domestic trading arms

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.
• Trade ordinary share ADR/GDR business in Europe/UK, Emerging Europe, and futures for the same region.
• Track and allocate… Show more
• 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 trades of European local shares through 21 countries.

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
• 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