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@trademonster.com
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Jeff Sterling is listed as Brokerage Representative at tradeMONSTER, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at trademonster.com and a matched LinkedIn profile for Jeff Sterling.
Jeff Sterling previously worked as Operations Senior Specialist at Jp Morgan Chase and Client Services Representative at Jpmorgan Chase. Jeff Sterling holds Bachelors, Finance from Illinois State University.
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Dynamic, assertive, supervisor with customer service, communication skills and the ability to troubleshoot problems in the brokerage and banking industries.Specialties: Licensed Series 7, 63 and 55.
Listed skills include Series 7, Series 63, Series 55, Series 99, and 14 others.
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Greater Chicago Area
Assist clients with stock, options and mutual fund strategies, ACAT transfers, outgoing wires, ach transfer and outgoing check requests. Notify clients with Fed, margin, and day trade margin calls.
Chicago, Il
• Receiver of three “Employee of the Month” awards for outstanding performance.• Training new team members, staff of seven individuals, on daily operations.• Assist financial advisors with due diligence to validate client identity for approving multi-million dollar wire transactions, outgoing checks and account transfers for investment accounts.• Reduce operational errors by 15% by creating a spreadsheet for all daily incoming workflow from financial advisors and correct errors before daily cutoff times.
Greater Chicago Area
• Received excellent annual reviews for sales referrals, call volume statistics and call evaluations.• Received four letters of appreciation from clientele for outstanding quality client service.• Provided quality assistance for clients’ questions for personal investment accounts. • Performed critical analysis for financial advisors setting up new accounts for clients by verifying proper documentation and signature verification.
Greater Chicago Area
• Passed Series 55 exam and became licensed for equity trading for principal and agency basis.• Received an increase in margin leverage trading by twenty times the equity ratio for personal trading account after three months.• Traded NYSE and Nasdaq securities for brokerage firm.
Greater Chicago Area
• Placed stock, option and mutual fund trades for clientele base.• Evaluated companies’ corporate finances through daily research.• Increased portfolio value by 25% from investing and day trading.
Greater Chicago Area
• Passed Series 7 and 63 exams and became licensed stockbroker. • Received an outstanding semi-annual review for quality customer service.• Provided assistance for customers’ questions for personal accounts through quality customer service. • Approved stock and option trades and placed trades for customers via telephone.
Greater Chicago Area
• Managed seven-person team in loan processing, loan structure setup, and coordinated team meetings. • Promoted to team leader within one year of employment.• Assisted loan officers in setting up complex loan structuring for multi-million dollar loans. • Assumed additional responsibilities in providing quality assurance in loan processing and wire transfers.
Greater Chicago Area
• Assisted loan officers in loan processing, by doing data entry and wire transfers.• Developed skills in evaluating and creating loan structures. • Received an outstanding yearly review for accuracy in setting up loan structures and completing all responsibilities in a timely manner.
Schaumburg, Illinois
• Assisted Senior Vice-President in stock and mutual fund research and received a letter of recommendation.• Attended corporate meetings, which offered insights into corporate financial strategies.• Scheduled meetings for the Senior Vice-President with current and potential clients.
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Jeff Sterling works for tradeMONSTER.
Jeff Sterling is listed as Brokerage Representative at tradeMONSTER.
AeroLeads has found 1 work email signal at @trademonster.com for Jeff Sterling at tradeMONSTER.
Jeff Sterling is based in Greater Chicago Area, United States while working with tradeMONSTER.
Jeff Sterling has worked for Trademonster, Jp Morgan Chase, Jpmorgan Chase, Hold Brothers On-Line Investment Services, Llc, and Self Employed.
You can use AeroLeads to view verified contact signals for Jeff Sterling at tradeMONSTER, including work email, phone, and LinkedIn data when available.
Jeff Sterling holds Bachelors, Finance from Illinois State University.
Jeff Sterling is listed with skills including Series 7, Series 63, Series 55, Series 99, Leadership, Portfolio Management, Financial Services, and Trading.
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