T.J. Gardner Email and Phone Number
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T.J. Gardner personal email
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T.J. Gardner is a Managing Director, Model Strategist at Simplify Asset Management at Simplify. He possess expertise in fixed income, asset allocation, portfolio management, mutual funds, fund accounting and 14 more skills.
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Managing Director, Model StrategistSimplify May 2024 - PresentNew York, Ny, Us
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Vp, Business DevelopmentGeowealth Feb 2019 - May 2024Chicago, Il, Us -
Vice President - Etf Client AdvisorJ.P. Morgan Asset Management Feb 2016 - Feb 2019New York, Ny, Us -
Associate Regional ConsultantState Street Global Advisors May 2014 - Feb 2016Boston, Ma, UsExternal consultant for RIA clients in IL, IN, MI, WI, MN, ND, SD, NE, and IA. Main point of contact between clients and SSgA/SPDR ETFs for all products and services. -
Internal Sales ConsultantState Street Global Advisors Mar 2013 - Apr 2014Boston, Ma, Us
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Senior Performance AnalystState Street Bank Feb 2011 - Feb 2013Boston, Massachusetts, Us -
Fixed Income AnalystState Street Bank Sep 2009 - Feb 2011Boston, Massachusetts, Us• Responsible for the daily administration and monthly financial reporting of separately managed fixed income accounts with assets in excess of $10 billion. Provide analytical support to passive and active portfolio managers. Liaise between portfolio managers, traders, compliance, custodians, relationship management, and internal and external clients. • Play and active role in the decision making process of monthly index to index cross-trading as well as work hand-in-hand with portfolio mangers on internal and external in-kind asset transfers.• In charge of providing daily cash flow allocation and analyses to portfolio managers for all fund-of-fund and custom rebalance strategies. Center point of communication between relationship management, shareholder services, and portfolio managers for all daily client directed cash flow activity.
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Fund AccountantState Street Bank Jan 2008 - Sep 2009Boston, Massachusetts, Us
T.J. Gardner Skills
T.J. Gardner Education Details
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The George Washington University School Of BusinessMarketing
Frequently Asked Questions about T.J. Gardner
What company does T.J. Gardner work for?
T.J. Gardner works for Simplify
What is T.J. Gardner's role at the current company?
T.J. Gardner's current role is Managing Director, Model Strategist at Simplify Asset Management.
What is T.J. Gardner's email address?
T.J. Gardner's email address is th****@****ail.com
What is T.J. Gardner's direct phone number?
T.J. Gardner's direct phone number is +120765*****
What schools did T.J. Gardner attend?
T.J. Gardner attended The George Washington University School Of Business.
What skills is T.J. Gardner known for?
T.J. Gardner has skills like Fixed Income, Asset Allocation, Portfolio Management, Mutual Funds, Fund Accounting, Relationship Management, Cash Flow, Series 7, Equities, Corporate Actions, Microsoft Excel, Finra.
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