Ted Mooney work email
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Ted Mooney personal email
Senior Financial Professional with more than 20 years of experience in business development and client service. Results-oriented individual with an established track-record of increasing sales at various financial firms. Proven strengths include leadership, problem-solving, and organization. Specific areas of expertise include business development, client service, securities trading and research analysis coupled with extensive industry contacts. Adept at motivating and leading teams to achieve excellence.tedmooney22@gmail.com610-716-2131
Equitable Advisors
View- Website:
- equitable.com
- Employees:
- 4200
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Financial AdvisorEquitable AdvisorsPhiladelphia, Pa, Us
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Business Development And Client ServiceSusquehanna International Group, Llp (Sig) Nov 2011 - Apr 2024Bala Cynwyd, PaOversaw institutional and hedge fund client base transacting in cash equity, equity derivatives and exchange traded funds (ETF’s). Promoted niche corporate access, equity research and portfolio trading strategies to grow existing accounts and establish new business. Utilized combination of leadership and presentation skills to turn-around key relationships. • Led and closed equity transactions exceeding $750 million in value• Introduced leaders of top companies to Susquehanna International Group’s platform, leading to high-level corporate access and recurring revenue• Opened key client relationship, increasing equity transaction volume on the platform in excess of 250 million shares in twelve months -
Vice President, Business Development And Client ServiceNova Capital Markets Feb 2009 - Oct 2011West Conshohocken, PaRecruited to help expand overall business development strategy and reputation of firm. Directed institutional and hedge fund client base specializing in healthcare research and trading of equity products, equity derivatives and exchange traded funds. Maintained continuous knowledge of market structure, current events, market developments and market trends. • Introduced derivative trading counterparties to the platform, leading to immediate revenue accretion • Accelerated holistic understanding of equity trading strategies by controlling entire process of client order execution• Improved account opening workflow and process in first six months• Independently implemented business plan to streamline account and prospect targeting in first three months by utilizing database search applications
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Business Development And Client ServiceSusquehanna International Group, Llp (Sig) Jul 2000 - Feb 2009Bala Cynwyd, PaContributed to expansion of SIG's institutional brokerage business. Introduced new and leveraged existing mutual fund and hedge fund relationships. As senior member of team, contributed to development of less experienced colleagues. • Instrumental in significantly increasing client base and building market share• Led and closed equity derivatives transactions exceeding $400 million in value• Mentored interns, which contributed to candidates’ job placement and career advancement• Guided sales team on customer relationship management platform, which led to increased effectiveness to monetize interactions with clients
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Associate Director, Business DevelopmentStrike Technologies Feb 1998 - Apr 2000New York, New YorkSupervised marketing strategy of electronic trading network (ECN) to broker dealers and fund managers nationwide. Participated in ongoing platform reviews and design initiatives for adapting technology. Collaborated with team members to improve trust, liquidity and control. Supervised execution of large block trades with little market impact.• Demonstrated strong business acumen in identifying and targeting prospective accounts for long-term, consistent utilization of core technology, leading to increased volume on ECN• Hosted, attended and supported more than 50 account seminars and events in first year to help drive customer demand and critical mass• Participated in systems development process• Reviewed application and deployment of network at each client against internal compliance policies and external regulatory concerns, which led to improved efficiency and significant growth of user base
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Associate Vice President, Investment ManagementDean Witter, Discover & Co Mar 1994 - Oct 1995New York, New YorkCreated holistic asset allocation models for clients. Conducted client seminars and group presentations with external money managers. Earned key training in portfolio construction and marketing of proprietary mutual fund products.• Achieved recognition from management for opening more than one dozen accounts in one month• On-boarded accounts by generating significant leads through personal cold calling techniques• Attended and became active participant in coaching sessions, sales meetings and training seminars on regular basis • Led team by example, creating ideas, marketing proprietary products and being directly responsible for revenue generation with own portfolio of clients
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Account Executive, Investment ManagementKidder Peabody Dec 1992 - Feb 1994New York, New YorkGuided investment accounts for high net worth clients. Prepared annual statements, P&L reports, spreadsheets and proper account opening procedures and documentation. Provided excellent telephone coverage, including ability to manage priorities. Handled urgent calls with professionalism and good judgment.• Achieved quarterly and annual revenue goals in first year for assigned account coverage• Communicated effectively with internal function areas to deliver the Kidder Peabody brand• Organized, analyzed and consolidated client data within financial planning context and provided portfolio recommendations
Ted Mooney Skills
Ted Mooney Education Details
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Political Science
Frequently Asked Questions about Ted Mooney
What company does Ted Mooney work for?
Ted Mooney works for Equitable Advisors
What is Ted Mooney's role at the current company?
Ted Mooney's current role is Financial Advisor.
What is Ted Mooney's email address?
Ted Mooney's email address is mo****@****zon.net
What schools did Ted Mooney attend?
Ted Mooney attended Fordham University.
What skills is Ted Mooney known for?
Ted Mooney has skills like Business Development, Client Relationship Management, Sales, Equities, Trading, Equity Derivatives, Etfs, Equity Sales, Capital Markets, Investments, Hedge Funds, Financial Services.
Who are Ted Mooney's colleagues?
Ted Mooney's colleagues are Megan Fry Dozier, Ronald Gottl, H. Micheal Thomas, Msfs, Chfc®, Clu®, Rebc®, Rhu®, Casl®, Cap, Sarah Babcock, Lou Sardo, Anthony D'aloise, Mcrae Grace.
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3cognitopromo.com, cognitopromo.com, cognitopromo.com2 +191983XXXXX
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2nyu.edu, gmail.com -
Ted Mooney
Fort Lauderdale, Fl3gmail.com, affinitysolutions.com, affinitysolutions.com1 +164686XXXXX
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Ted Mooney
St Augustine, Fl1yahoo.com
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