John Hemenway, Mba Email & Phone Number

United States

Massachusetts, United States

Trading:Execute equity strategy trades for Wrap, SMA, and dual-contract accounts using Moxy.Send UMA trade instructions and reconcile strategy position weights.Process tax harvesting requests and rebalance client accounts.Update client sector, industry, and ticker restrictions.Set up securities in Accounting System and import to OMS.Operations:Manage.

Everett, Massachusetts

> Liaison between banks and brokers to ensure timely trade settlement > Prioritize high risk items to meet tight deadlines > Effective communication across global banking community> Accurate processing of trades and instruction entry for high value items including TBA wires

Everett, Massachusetts

> Developed new reports to capture failing trades while enhancing current reporting >Helped increase bi-lateral STP rate by 70%>Spear-headed initiative to re-start floorwide training>On-boarded new employees for the fixed income, bank-debt, and repo relationships> Restructured and led senior team meetings - helped generate more floorwide engagement >.

Everett, MA

> Work on the Fixed Income relationship and Bank Debt team (Previously worked on the Foreign and Domestic Trade Ops team)> Help ensure timely settlement of fixed income trades; helped create a macro to speed up the process of monitoring the fixed income trades> Worked along-side teammates to help reduce morning cash variances by changing the procedure for.

Andover, MA

> Executed buys, sells, and exchanges of mutual funds for premier brokers and clients > Assisted in training new and existing employees> Understanding of financial markets and certain tax regulations regarding IRA's, individual, JTWROS, 529 Plans, Simple/SEP IRA's etc.> Achieved top 10% of employees numerous times> Delivered world class service

Rowley, MA

> Created pivot table to show relationship between regional sales and times/days of orders> Found and corrected error in monthly sales report> Timely delivery of monthly sales report to regional director> Proactive outbound calling to find new sales leads> Won service awards several times> Training of new employees

Deland, Florida

> Helped manage school’s 3MM endowment fund > Elected by peers to be on the Trustee Board> Buy, sell, and hold side recommendations for equity and fixed income portfolios > Used top down analysis and forecasting models (Holt’s, Free cash flow, etc) to compute equity fair values

Bachelor Of Business Administration (Bba), Finance And Management Information Systems, 3.26

Activities and Societies: > Roland George Investment Program > HousefatherAs part of the Roland George Investment Program, our team.

Master Of Business Administration (Mba), Business Administration And Management, General, 4.0

Activities and Societies: Honor Society