Jeff Mcfadden Email & Phone Number

Greater Los Angeles Area

• Supervise the day-to-day clearing operations overseeing the creation/redemption process of an ETF• Advise a diverse client base on trade verification and settlement of equity and bond transactions• Interact with internal and external parties to provide prompt trade resolution• Researches failed trades and provide instruction to resolve issues• Perform the varying roles of Prime and Executing brokers on behalf of clients, including opening DVP accounts and maintaining documents following FINRA and SEC regulations that allow trading • Train new employees on settlement procedures and proper etiquette when corresponding with clients and brokers• Reviewed and approved wires and ACHs

La Canada, Ca

• Awarded Certificate of Recognition for Outstanding Service• Taught multiple subjects matter to students from kindergarten through high school• Quickly adjusted to the changing environments and requirements of differing assignments• Supervised up to 5 teacher's assistants and instructional aides• Evaluated and documented the progress of students through assignments, testing and direct interaction

Long Beach, California, United States

• Founded and managed floral business, growing revenue to $100,000 in first year• Secured long-term accounts, managing sales presentations to promote product and brand benefits• Contracted with 12-15 independent grocery stores to be sole supplier of flowers• Evaluated suppliers to assess quality, timeliness and compliance of deliveries, maintain tight cost controls and maximize business operational efficiency• Input income and expense details into Excel to track business finances and address variances