Jerry Blanco Email & Phone Number

Florida, United States

Miami, Florida

Miami, Florida

Miami, Florida

• Monitor that trades comply with client's risk profile. • Review and discuss with Bankers trades that are blocked for Compliance approval. • Responsible for reviewing trade blotter and violations on Bloomberg’s Asset and Investment Manager (AIM) platform. • Participation in work groups to improve the firm's policies regarding Regulation S and Fiduciary Risk.

Miami, Florida

• Supervise and manage the Trade Desk that services and supports Wealth Management personnel.• Execute trades of equities, bonds, mutual funds, hedge funds, options and foreign exchange.• Assist Advisory Department in preparing proposals and recognizing trading opportunities.• Maintain Relationship Managers informed of market conditions, including volume, price and headline news.• Review and approve trade tickets and trade blotters to ensure conformance to regulations.•… Show more • Supervise and manage the Trade Desk that services and supports Wealth Management personnel.• Execute trades of equities, bonds, mutual funds, hedge funds, options and foreign exchange.• Assist Advisory Department in preparing proposals and recognizing trading opportunities.• Maintain Relationship Managers informed of market conditions, including volume, price and headline news.• Review and approve trade tickets and trade blotters to ensure conformance to regulations.• Verify that the Trade Desk is following all of the firm's Written Supervisory Procedures and FINRA regulations. Show less

Miami, Florida

• Buy-side trading of bonds, equities, mutual funds and structured products for Private Banking clientele.• Educate Private Bankers regarding all aspects of investment products including risk and return characteristics.• Prepare daily & weekly bond lists and portfolio proposals depending on client risk and investment parameters.• Prepare analysis for weekly investment meeting and monthly report of trading statistics.

Coral Gables, Florida

• Supervised team of six tellers and trained in techniques to cross-sell banking products.• Balanced on a daily basis the firm's vault and ATM.• Served as back-up for Sales team in opening of new accounts.

Coral Gables, Florida

• Responsible for Intraday and Overnight Funds Management and Wire Department operations.• Executed foreign exchange transactions for bank clientele.• Prepared analysis and report of foreign currency markets for senior management and Private Bankers.• Assisted top producing Private Banker as Junior Banker to service clients with smaller balances to attempt to grow the relationship with the firm.