Jack Vogelzang

About Jack Vogelzang

I follow a disciplined process that focuses on several critical conversations that continually come up during the investment and trading process. My team and I review these with you to understand your situation then customize a strategy uniquely around the topics that are most important to you.Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. Cambridge and Athlon Advisors are not affiliated.Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Experience

1. AVP - Tca Product Specialist, Sales & Coverage

   State Street

   Mar 2024 — Present · NY, US

   AVP - BestX, Product & Sales Specialist within North America for proprietary trade analytics technology for trade cost analysis and best execution framework BestX® is a Technology Company, with a simple fee based model, creating state of the art software to provide real-time, interactive analytics enabling clients to define, achieve and demonstrate Best ExecutionWe are the Industry Standard for FX and Fixed Income & Equity TCA, having been adopted by more than 200 of the world\'s largest Asset Managers, Hedge Funds, Banks and Non-Bank Liquidity ProvidersWe provide our clients with a level playing field to enable them to assess and compare the quality of their FX and Fixed Income execution. BestX provides a totally open-architecture analytics service operating autonomously from any liquidity provider or execution venueBestX is part of State Street Markets and domiciled within the GlobalLink business. GlobalLink is recognized across the industry as a standalone technology services provider, alongside other State Street market utilities such as FX Connect & Fund Connect

Education

• Clemson University

  Bachelor of Science, Financial Management

Skills

• Six Sigma
• Financial Reporting
• Management
• Debt & Equity Financing
• Hold Series 7
• Financial Analysis
• Credit Analysis
• Strategic Financial Planning
• Valuation
• Risk Management
• Futures Trading
• Powerpoint
• Microsoft Excel
• Snl
• Investments
• Private Placements
• Portfolio Management
• Financial Modeling