John Patrick Lee, Cfa Email & Phone Number

Support the ETF product management team at VanEck. - Product management and marketing of VanEck Vectors Exchange-Traded Funds. - Responsible for positioning ETF product line, creating awareness and garnering market share. - Product development including market and competitive research, designing, pricing and promoting new products and ongoing sales & marketing support of product line.

Tampa/St. Petersburg, Florida Area

Responsible for P&L generation, trade processing, transmission and settlements, money movements, collateral and margin management, trade activity reporting, and all supporting tasks across all the firm business lines and systems including broker registration and new account setup in the OMS.Additional tasks include but are not limited to maintaining information that supports Van Eck's trading operation such as settlement instructions, managing the Alert database, country filings for new… Show more Responsible for P&L generation, trade processing, transmission and settlements, money movements, collateral and margin management, trade activity reporting, and all supporting tasks across all the firm business lines and systems including broker registration and new account setup in the OMS.Additional tasks include but are not limited to maintaining information that supports Van Eck's trading operation such as settlement instructions, managing the Alert database, country filings for new accounts, etc. Trade Settlements works with both Van Eck and non-Van Eck personnel to accomplish its task. Trade settlements is responsible for the accuracy of all internally sourced (non-custodial and corporate actions) transactions throughout the varying systems in the organization. All members of the team contribute to attaining the department’s goals and are required to understand and support the specific department functions. Show less

St. Petersburg, Fl

Pasadena, Ca

Duties included portfolio management operations, client services and equity trading. Speak daily with financial advisors and retail clients about global financial markets and various in-house portfolios and funds. Part of a team of 5 managing $2bn in assets through a variety of managed products.

Education record

Education record