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Rowan Bastard Email & Phone Number

→ Passionate about Wealth Management, Private Banking and Global Financial Markets at Oppenheimer & Co. Inc.
Location: Trinity, Trinity, Jersey 6 work roles 7 schools
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Current company
Oppenheimer & Co. Inc.
Role
→ Passionate about Wealth Management, Private Banking and Global Financial Markets
Location
Trinity, Trinity, Jersey
Company size
2663 employees

Who is Rowan Bastard? Overview

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Rowan Bastard is listed as → Passionate about Wealth Management, Private Banking and Global Financial Markets at Oppenheimer & Co. Inc., a company with 2663 employees, based in Trinity, Trinity, Jersey. AeroLeads shows a matched LinkedIn profile for Rowan Bastard.

Rowan Bastard previously worked as Fixed Income Sales and Trading at Oppenheimer & Co. Inc. and Director of Global Cash Product & Trading | Cash & Derivatives Execution Trader at Ubs. Rowan Bastard holds Level 4 Diploma In Investment Advice And Financial Planning, Financial Planning And Services from The Chartered Institute For Securities & Investment (The Cisi).

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Oppenheimer & Co. Inc.

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Profile bio

About Rowan Bastard

With over 20 years of navigating the exciting world of global financial trading, private banking, and connecting with high-net-worth individuals (HNWI), my journey has woven through multinational investment banks, brokerage firms, asset management companies, and the dynamic realm of hedge funds.I'm proudly certified in International Advanced Wealth & Investment Management, bringing a deep understanding of crafting investment strategies, building genuine client relationships, and navigating risks for the best returns. My sweet spot? Delivering personalized financial advice to HNWI for that perfect ROI blend.Armed with sharp analytical skills and a global financial market playbook, I specialize in helping decision-makers see the bigger picture. Whether it's deciphering market trends, diving into derivatives, or structured investment products, I make complex decisions feel like second nature.Beyond the numbers, I take pride in my role as a Team Leader & Mentor. I've been a key member in a number of specalist teams, hitting targets in new client acquisition, expanding banking product reach, and consistently delivering exceptional client satisfaction.My collaborative spirit knows no borders. As a Global Collaborator & Relationship Builder, I've forged strong bonds with international banking teams, smoothly sailed through cross-border trades, and made banking products feel like a global delicacy.I'm eager to connect with fellow professionals, industry enthusiasts, and anyone passionate about the ever-evolving landscape of finance where trust and compliance are non-negotiable.

Current workplace

Rowan Bastard's current company

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Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc.
→ Passionate about Wealth Management, Private Banking and Global Financial Markets
new york, new york, united states
Website
opco.com
Employees
2663
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Company profile
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6 roles

Rowan Bastard work experience

A career timeline built from the work history available for this profile.

Director Of Global Cash Product & Trading | Cash & Derivatives Execution Trader

Ubs

Sandton, South Africa

Cash and derivatives execution trader on the institutional stock broking desk, I enhanced the bank's reputation by nurturing internal and external client relationships. Playing a key role in mentoring new traders, I forged partnerships with Sales Traders globally, executed successful dual-listed trading, and contributed to enhanced trading strategies and.

Jun 2007 - Nov 2023

Private Banker And High Net Worth Client Acquirer

Investec

Sandton, South Africa

Spearheaded the acquisition of high-net-worth individuals (HNWIs) by implementing targeted prospecting and personalized wealth management solutions. Leveraging a robust network, I solidified the bank's reputation and expanded client referrals, while my financial strategies increased Assets Under Management (AUM) and heightened client satisfaction.

Jan 2006 - May 2007

Divisional Sales Account Manager

Ince (Pty) Ltd

Drove informed decision-making by staying abreast of listed company activities. Exceeding sales targets, I strategically promoted and sold products across competitive markets, forged relationships with top-level executives, spearheaded client acquisition, and ensured impeccable service through client-centric consultations, enhancing overall sales.

Jun 2003 - Jan 2006

Equity Trader On The New York Stock Exchange

American Equity Trading

Devised diversified trading strategies, leveraging market knowledge for consistent gains and decreased portfolio volatility. Building strong relationships, I optimized portfolio performance with high-precision trade executions and executed risk management strategies, contributing to increased trading profits.

Jan 2003 - Jun 2003

Business Consultant / Account Manager & Investment Administrator

Global Financial Solutions

City Of Johannesburg, Gauteng, South Africa

Jan 2002 - Dec 2002
Team & coworkers

Colleagues at Oppenheimer & Co. Inc.

Other employees you can reach at opco.com. View company contacts for 2663 employees →

TV Titus Verduin Titus Verduin Colleague at Oppenheimer & Co. Inc. London, England, United Kingdom, United Kingdom View → HH Hollis Herman Hollis Herman Colleague at Oppenheimer & Co. Inc. Greater Chicago Area, United States View → LV Luis Vega, Mba Luis Vega, Mba Colleague at Oppenheimer & Co. Inc. East Meadow, New York, United States, United States View → PS Peter Shuper Peter Shuper Colleague at Oppenheimer & Co. Inc. Los Angeles, California, United States, United States View → JL James L. James L. Colleague at Oppenheimer & Co. Inc. New York, New York, United States, United States View → DM Darshana Mehta, Cfa Darshana Mehta, Cfa Colleague at Oppenheimer & Co. Inc. Wayne, New Jersey, United States, United States View → GB Gary Bracelin Gary Bracelin Colleague at Oppenheimer & Co. Inc. Portland, Oregon Metropolitan Area, United States View → MK Matthew Kochel, Aif® Matthew Kochel, Aif® Colleague at Oppenheimer & Co. Inc. Bellevue, Washington, United States, United States View → AR Alejandro Rivas Alejandro Rivas Colleague at Oppenheimer & Co. Inc. New York, New York, United States, United States View → EW Elyse Wels Elyse Wels Colleague at Oppenheimer & Co. Inc. New York City Metropolitan Area, United States View →
7 education records

Rowan Bastard education

The Derivatives Market - Registered Trader

South African Institute Of Financial Markets (Saifm)

Jse Registered Securities Trader Exam

South African Institute Of Financial Markets (Saifm)

Matric

Hilton College
FAQ

Frequently asked questions about Rowan Bastard

Quick answers generated from the profile data available on this page.

What company does Rowan Bastard work for?

Rowan Bastard works for Oppenheimer & Co. Inc..

What is Rowan Bastard's role at Oppenheimer & Co. Inc.?

Rowan Bastard is listed as → Passionate about Wealth Management, Private Banking and Global Financial Markets at Oppenheimer & Co. Inc..

Where is Rowan Bastard based?

Rowan Bastard is based in Trinity, Trinity, Jersey while working with Oppenheimer & Co. Inc..

What companies has Rowan Bastard worked for?

Rowan Bastard has worked for Oppenheimer & Co. Inc., Ubs, Investec, Ince (Pty) Ltd, and American Equity Trading.

Who are Rowan Bastard's colleagues at Oppenheimer & Co. Inc.?

Rowan Bastard's colleagues at Oppenheimer & Co. Inc. include Titus Verduin, Hollis Herman, Luis Vega, Mba, Peter Shuper, and James L..

How can I contact Rowan Bastard?

You can use AeroLeads to view verified contact signals for Rowan Bastard at Oppenheimer & Co. Inc., including work email, phone, and LinkedIn data when available.

What schools did Rowan Bastard attend?

Rowan Bastard holds Level 4 Diploma In Investment Advice And Financial Planning, Financial Planning And Services from The Chartered Institute For Securities & Investment (The Cisi).

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