Allison Tully

Role
Director, Trading at Cresset
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Allison Tully

Senior Portfolio Consultant at Wealth Enhancement Group, partnering with advisors to…

Experience

  1. Director, Trading

    Cresset

    Jan 2021 — Present · Reston, VA, US

    Head trader of a $52 billion UHNW Trading and Portfolio Management, overseeing comprehensive portfolio construction, analysis, management, and trade execution for 125+ Advisory Teams. Focuses on enhancing operational efficiency, reducing overhead costs, and leading a team of professionals. Collaborates with teams and leadership to direct strategic initiatives, achieving exceptional results in trade execution accuracy and compliance to best serve our clients.

Skills

  • Foreign Exchange (Fx) Options
  • Foreign Exchange
  • Fixed Income
  • Technical Analysis
  • Commodities
  • Bloomberg
  • Equities
  • Options
  • Hedge Funds
  • Derivatives
  • Portfolio Management
  • Etfs
  • Trading Strategies
  • Commodity
  • Bonds
  • Indices
  • Alternative Investments
  • Trading Systems
  • Fx
  • Swaps
  • Stocks
  • Commodity Markets
  • Investments
  • Fx Options

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Allison Tully — Director, Trading at Cresset in Charlotte, NC, US | Unifers