Gary Ekelund
AVP Securities Operations Specialist at Wells Fargo
- Role
- Securities Operations Specialist at Wells Fargo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Gary Ekelund
Investment operations and client services specialist with extensive experience in fixed income and equity trading, trade support and middle- and back-office operations. Track record of success executing fixed income and equity trading, data analysis, as well as trade reconciliation and trade support. Responsible for all stages of trade process from execution, to clearing, to settlement. Strong knowledge of capital markets including fixed income, equities, derivatives, margin, mutual funds, ABS, ETFs, collateral management, and repurchase agreements (repo). Extensive knowledge of trading systems including Bloomberg AIM, Charles River (CRD), GSCC, FICC and CTM/DTCC Alert.Experience with margin services, corporate actions, and AML and risk procedures.Strong knowledge of FINRA and Federal Reserve Bank regulatory rules and regulations, as well as Dodd-Frank and Volcker Rules.20 plus years experience as Client Service Representative in the financial services industry. Managed both retail and institutional clients in trading, portfolio mangement, margin services, repo loans, and sales.CORE COMPENTENCIES: Proficient in multiple trading systems including Bloomberg, Tradeweb, Calypso, Aladdin, as wells as Microsoft Office Suite.While working at JP Morgan Chase, trained most new hires to the department and also managed a desk of 10 brokers while working in Tullett Prebon\'s London office.
Experience
Securities Operations Specialist
Apr 2025 — Present · Charlotte, NC, US
Education
State University of New York at Albany
Bachelor of Arts (B.A.) Economics, Economics
Skills
- Christiana Care Hospital Volnteer- Baby Cuddling Program
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