Moses M.

Series 24, 7, 66

Role
Senior Brokerage Trading Analyst at TIAA
Location
Charlotte, NC, US
LinkedIn followers
500 followers

About Moses M.

Licenses: Series 24, 7, 66, Life and Health

Experience

  1. Senior Brokerage Trading Analyst

    TIAA

    Jul 2021 — Present · Charlotte, NC, US

    Function in Principal capacity through daily performance of activity review. Provides Principal sign-off on behalf of Broker-Dealer certifying financial transactions and official books and records.Monitor real-time trading review queue and ensures adequate team queue coverage. Act as trading subject matter expert.Provides research and analysis on a variety of complex securities related exceptions and escalations.

Education

  • Keller Graduate School of Management of DeVry University

    MBA, Business

  • Winthrop University

    BS, Business Administration

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Moses M. — Senior Brokerage Trading Analyst at TIAA in Charlotte, NC, US | Unifers