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@stashinvest.com
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Ryan Sheehan is listed as Trading and Operations at Stash, based in New York, United States. AeroLeads shows a work email signal at stashinvest.com and a matched LinkedIn profile for Ryan Sheehan.
Ryan Sheehan previously worked as VP Trader at First Republic Private Wealth Management and Institutional Equity Sales/ Relationship Manager at Virtu Financial. Ryan Sheehan studied at Iona University.
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Licensed Trader(SIE,4,7,55,63) 7-10 years of experience front, middle,and back officeMBA in Accounting from Iona CollegeBA in Finance from Iona College
Listed skills include Equities, Hedge Funds, Fixed Income, Bloomberg, and 45 others.
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New York, Us
Stash is an investing app dedicated to empowering people to invest and build better lives. From investing for a goal to saving for retirement, Stash delivers simple, automated solutions; timely education and advice; and clear next steps to help people grow their money and feel secure. We’re here to turn money into a source of hope and opportunity.
Us
-Execute trades via Bloomberg, Netx360 and Wealthscape for various products including ADRs, Equities,ETFs, Foreign Exchange, GDRs, Mutual Funds, Options, and UITs for brokerage, managed, and separately managed accounts. -Provide execution services and market expertise to the Wealth Management teams with regard to current orders, strategy, and future orders. -Place equity, mutual fund and fixed income trades for brokerage clients, process money market movements or account maintenance at custodian.-Utilize custodial websites, CRM client database and APX portfolio management system. Produce recaps/reports upon request. -Provide sales and service support to wealth managers -Research and respond to client inquiries and/or problems of high net worth clients, including account change requests; escalate issues as appropriate. -Participate in the daily management and execution of 10b5-1 insider trading plans on behalf the wealth managers
New York, New York, Us
-Managed and catered to my existing book of business(covering 50+ clients), while developing new relationships and adding new avenues of business for the firm -Aided buy-side clients in the execution of their Equity, ETF, Fixed Income, Options and Program Trading needs via Virtu’s proprietary trading systems. -Sold the capabilities and services of the firm while providing market prowess -Traded and managed the firms breakout into the trust bank sector by initiating relationships between various platforms as an alliance to Virtu -Performed a deep dive analysis on each prospect utilizing all attributes of the firm to identify the best means of penetration
New York, New York, Us
- Built a book of business using the firms resources to drive sales and engage prospective clients -Provided clients with a constant flow of market color, company research, and execution based commentary -Developed and maintain high level block/volume analytics with a focus on client specific securities on a day to day basis -Initiated FIX connection setups, provided EOD recaps and supervised client portfolio allocations for all trades -Utilized ETF direct to facilitate large ETF transactions -Orchestrated trading between desks such as ETF, Program, ADRs, and electronic trading -Provided post-trade recaps and operational error coverage for all client executions, including trades communicated via Oasys/ client trade file or manually -Developed and implemented ConvergEx IOI rader Messenger in order to maximize visibility to the firms IOI’s on Bloomberg and 44 additional destinations-Worked directly with clients, correspondents and traders in trying to minimize fails. Alerted them on buy-in notices, un- affirmed trades, step outs and other trade related problems -Utilized DTCC to inquire on made and pending trades and notified clients on open failing trades -Reconciled with fail control and settlements on borrowing stock and processing SPO’s on moneydifferences -Worked with reorg group to inform clients on corporate actions (RIPS and DIVA) on DTCC -Stipulated allocations of trades from equities and fixed income either by email, fax, or Oasys -Opened new accounts and updated existing account instructions -Processed corrections for clients, traders and P&S -Maintained and updated account credits,such as soft dollar and commission recapture -Trained new colleagues in acquiring knowledge in our procedures and systems
New York, Ny, Us
Fixed Income Operations-Assisted project manager a Confirm Renovationproject -Tracked and communicated with counterparties to resolve trade breaks and settle trades -Supported applications used by traders tomonitor trading activity -Updated contact databases, and spreadsheets for counterparties
New York, Ny, Us
-Utilized computer programs such as Dart (Investment Analysis), Omgeo Alert, Swift data migration project -Reconciled trade breaks utilizing Bloomberg and communicating with counterparties -Assisted traders with trade confirmations and settlements -Created instructions with flowcharts on how to use internal computer applications
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Ryan Sheehan works for Stash.
Ryan Sheehan is listed as Trading and Operations at Stash.
AeroLeads has found 1 work email signal at @stashinvest.com for Ryan Sheehan at Stash.
Ryan Sheehan is based in New York, United States while working with Stash.
Ryan Sheehan has worked for Stash, First Republic Private Wealth Management, Virtu Financial, Convergex, and Morgan Stanley.
You can use AeroLeads to view verified contact signals for Ryan Sheehan at Stash, including work email, phone, and LinkedIn data when available.
Ryan Sheehan studied at Iona University.
Ryan Sheehan is listed with skills including Equities, Hedge Funds, Fixed Income, Bloomberg, Series 7, Finra, Etfs, and Salesforce.Com.
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