Manage various projects based on department needs.
October 30, 2022
Participate in daily morning meeting, supporting the sales team with summary points.
December 29, 2022
Attend research meetings, teach-ins and listen to analyst research findings.
January 03, 2023
Provide information or refer callers to the proper associate.
January 04, 2023
Demonstrate uncompromising adherence to ethical principles.
March 05, 2023
Support established institutional brokers on the West Coast sales team and have project responsibilities.
March 10, 2023
Develops own relationships, as well as expands on existing firm relationships, in order to drive revenue for the Institutional Equity Options business.
April 03, 2023
Seek opportunities to convey knowledge of equity research, products and investment opportunities to buy-side clients.
May 02, 2023
Assist experienced sales professionals with client prospecting and client relationship development.
May 04, 2023