Jeff Orlouski Email & Phone Number

New York, Ny, Us

Greater New York City Area

 Execute equity, block trades options and ETF orders for Advisory and Ultra High Net Worth client accounts. Review and approve all new account applications, wire transfers and account modifications. Assist compliance by providing an extra level of trade surveillance. Making sure trades are executed in the correct capacity, all block trades have been properly allocated and the correct commission has been charged. Review and reconcile all new accounts on a monthly basis to make sure accounts are coded correctly and the appropriate models have been assigned.

Poughkeepsie, Ny

Traded equities, options, mutual funds and UIT'sReviewed and approve external trades for appropriate suitability, licenses and available cash balances. Monitored and process pending corporate actions.

Greater New York City Area

Established and maintained investment banking relationships with corporate issuers for a boutique investment bank, with particular emphasis on issuers in the banking and finance and utility sectors.Areas of focus include secured and unsecured debt issuance, initial and secondary public equity offerings, commercial paper issuance and short term investment management.Provided daily and weekly market reports for house accounts and corporate issuers, summarizing and elaborating on equity, corporate and treasury data.

Greater New York City Area

Traded initial and secondary public offerings, preferred stock, treasury securities, commercial paper and corporate and municipal bonds with institutional accounts. Executed equity orders in U.S and overseas markets for hedge fund clients.Managed all day-to-day operations including, booking trades, reconciling trade fails, processing wire transactions, generating daily trade blotters and opening new accounts.Assisted with the implementation and monitoring of the AML compliance program.

Greater New York City Area

Executed equity and futures trades through multiple dark pools and ECN's, provided research information to trading counterparties and led the working of Corporate Buy Back orders in accordance with 10B-18 rules.Executed block orders from Executive Stock Option Plans involving insiders subject to rule 144 and 10b5-1.