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Jeffrey Estella
Strategic Advisor @Plia
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WORK HISTORY
Strategic Advisor @Plia
The Plia Platform which was developed in 2012 to manage the due diligence process and streamline the transfer of information between asset managers and their counterparties for risk management and ‘best execution’ purposes. Plia is the leader in the KYB (Know Your Broker) category of compliance and due diligence
EDUCATION
Merrimack College
Bachelor of Science - BS
ABOUT JEFFREY ESTELLA
Extensive experience in global equity trading, investment operations, risk management, securities market structure, public policy, global regulation, and the implementation of technology efficiencies- Proven success steering organizations, hiring, developing and mentoring cohesive teams- Passionate for building efficient infrastructure and implementing sound operational policies to mitigate risk exposure while integrating creative solutions- Regarded both internally and externally for dedication to continuous improvement and the ability to motivate both small and large culturally diverse teams to deliver results- Broad Board experience- Recognized for integrity, strong work ethic, and teamwork.Core competencies: Global Equity Trading | Expert Witness | Litigation Support | Trading Analytics | Investment Operations | Risk Management | Securities Market Structure | Public Policy | Governance | Compliance | Global Regulations | Intelligent Automation | Robotic Process Automation (RPA)| Technology Implementation | Leadership | Mentor | Continuous Improvement | Board ExperienceWebsite: https://estellallc.comEmail: j•••••••@estellallc.com
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