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

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