John Mccallum Email and Phone Number
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John Mccallum personal email
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I love trading, personal finance, & technology. I feel most at home at the intersection of all three. 10+ years of brokerage experience coupled with my enthusiasm for learning new things has helped me develop a skill set that combines online investment management, customer experience, brokerage operations, data analysis, and coding/automation.I strive to improve myself and the organization I am a part of. I am always looking for a better way and enjoy learning new skills in order to realize a goal. I am straight forward, learn quickly, and prefer an atmosphere where teams are tight-knit & constructive criticism is valued.
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Staff Product Manager, OptionsWealthsimple 2024 - PresentToronto, Ontario, Ca
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Director - Margin & RiskM1 2024 - 2024Chicago, Illinois, Us -
Strategy & Operations Business ManagerM1 2021 - 2024Chicago, Illinois, Us
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Brokerage Operations - Margin & RiskTastytrade 2016 - 2021Chicago, Illinois, Us• Wrote the algorithms and developed the programs used to identify & monitor risk (option expiration risk, dividend risk, excessive securities/futures exposure, etc.)• Automated 80% of required liquidations associated with option expiration risk.• Developed a day trade counting algorithm that could handle stocks/options/spreads and multiple orders with 99%+ accuracy while erring on the side of caution.• Reduced margin calls by 40% & increased buying power for clients by helping the clearing firm update their option pairing logic to adhere to modern regulations and writing the option pairing algorithm used by our in house system.• Developed automated tests for the buying power API using JavaScript and Postman.• Prevented 30% of client account restrictions by analyzing and disputing invalid margin calls.• Automated email notifications for margin calls, exercise/assignment notices, expiration risk, dividend risk, and other events using Python.• Customized the client support help center using HTML, CSS, JavaScript, & Liquid. -
Product Manager - Trading, Margin, & RiskOptionshouse (Acquired By E*Trade/Morgan Stanley) 2015 - 2016• Product owner for order ticket and trading experience.• Product owner for margin, order vetting, risk management, advanced orders, & overall maintenance projects.• Eliminated 98% of funds transfer request rejections by improving margin calculations.
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Platinum Relationship ManagerOptionshouse (Acquired By E*Trade/Morgan Stanley) 2015 - 2015• Managed the firm's relationship with our highest value clients.• Tracked feedback from our highest value clients, identified common themes, and proposed solutions for the most prominent issues.
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Contact Center Data & Strategy AnalystPeak6 Investments 2013 - 2015Chicago, Il, Us• Reduced customer wait/hold times & the new hire learning curve by developing & maintaining an internal website and other tools used by the entire contact center.• Forecasted inbound call estimates, generated sales leads, monitored inbound & outbound bandwidth, and adjusted each team member's focus as necessary.• Discovered that prospective clients were nearly twice as likely to fund an account if they received the benefit of our automated CIP system. This analysis led to improvements that increased our automated CIP pass rate by 40% and our account funding rate by 12%.• Helped create a proactive email campaign for new clients that reduced inbound contacts and led to a better customer experience.• Increased account funding rate while decreasing the number of necessary sales calls by testing, analyzing, & modifying sales team acquisition strategies.• Increased assets under management by $500,000+ by implementing the firm’s first cross-selling focused outbound calling strategy. • Improved customer issue resolution by developing a new internal issue tracking process that provides more transparency and accountability.• Developed a working knowledge of SQL and an advanced understanding of Excel (including Lookups, Pivot Tables, Array Formulas, & Macros) -
Margin & Trade Desk RepresentativePeak6 Investments 2012 - 2013Chicago, Il, Us• Executed unsolicited transactions to buy/sell stocks, ETFs, options, complex spreads, & mutual funds.• Helped clients better understand different stock/option strategies, margin rules/requirements, and other aspects of their brokerage accounts. • Managed firm risk from expiring options positions by monitoring potential risk, executing necessary transactions, and processing notices for contrary exercise advice.• Authored blog posts and hosted webinars on a variety of topics including use of our trading platform, margin & day-trading rules, and the tax benefits of IRA accounts.
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Financial AdvisorEdward Jones 2011 - 2011St. Louis, Mo, Us• Educated clients on a variety of investment products, services, and vehicles including mutual funds, equities, ETFs, corporate & municipal bonds, life insurance, TODs, and IRA accounts.• Developed new business by contacting and educating potential clients via phone calls & networking. -
Client Relationship AssociateRobert W. Baird & Co. 2011 - 2011Milwaukee, Wi, Us• Drafted, published, and prepared client correspondence including quarterly reports and letters of authorization.• Managed datasets for multiple projects including security price analysis and prospective client contact information.
John Mccallum Skills
John Mccallum Education Details
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Lewis UniversityFinance & Economics
Frequently Asked Questions about John Mccallum
What company does John Mccallum work for?
John Mccallum works for Wealthsimple
What is John Mccallum's role at the current company?
John Mccallum's current role is Product Manager, Data Analyst, & Brokerage Operations/Automation.
What is John Mccallum's email address?
John Mccallum's email address is jo****@****isu.edu
What is John Mccallum's direct phone number?
John Mccallum's direct phone number is +181582*****
What schools did John Mccallum attend?
John Mccallum attended Lewis University.
What are some of John Mccallum's interests?
John Mccallum has interest in 动物保护, 科学与技术, 公民权利与社会行为.
What skills is John Mccallum known for?
John Mccallum has skills like Investments, Financial Analysis, Options, Finance, Microsoft Excel, Risk Management, Wealth Management, Electronic Trading, Customer Service, Equity Derivatives, Securities, Html.
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