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Managed Accounts Specialist

Managed Accounts Specialist/Commodity a Conversation

Areas of Expertise

  • United States
  • GMT-0500
  • English


Accomplished financial service professional with over 20 years experience in Securities, Investments, Global trading, Operations, development and execution of global arbitrage, risk, and other derivative trading strategies.

Established history of successfully implementing global business strategies, expanding market share, providing high levels of customer service, while maintaining and improving operational efficiencies.

Managed all operational duties, including monitoring and reconciliation of trade settlements, cash management, P&L calculation, currency exposure and margin risk assessment.


• SEC Series 3: Commodity Futures Associated Person

• SEC Series 7: General Securities Representative

• SEC Series 30: Branch Manager Futures

• SEC Series 63: Uniform Securities Agent State Law

Alternative Investments

Real Estate

Entertainment Properties

Portfolio Management

Hedge Fund/Fund of Funds

Portfolio Allocation

Active Conversations With Clients

Jeff-Anthony has no active conversations

Past Conversations With Clients