Raymond Allen
Investment Professional | Financial Planner | Portfolio Manager | Wealth Manager
- Role
- Managed Accounts Trader at JPMorganChase
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
About Raymond Allen
Seasoned investment professional with more than 20 years experience managing personal…
Experience
Managed Accounts Trader
Feb 2016 — Present · Westerville, OH, US
Create trade blocks, manage orders and execute trades across managed account business including the following:*New account initial investing*Managing cash and security activity in client accounts*Liquidating accounts*Building and coordinating portfolio changes initiated by PM\'s*Monitoring accounts for model drift and strategy deviationDaily communication and coordination with various teams within managed accounts to research and resolve issues.Monitor and evaluate procedures while offering suggestions for enhancementsConduct research and perform account adjustments within Service Level Agreement (SLA)Perform account oversight for model drift and strategy deviation
Education
Baldwin Wallace University
BA
Baldwin Wallace University
MBA
Skills
- Investment Management
- Trading
- Fixed Income
- Investment Strategies
- Alternative Investments
- Finance
- Software Documentation
- Portfolio Management
- Wealth Management
- Investments
- Financial Advisory
- Bonds
- Strategic Financial Planning
- Business Analysis
- Relationship Management
- Project Planning
- Equities
- Leadership
- Cash Management
- Series 63
- Valuation
- Financial Risk
- Asset Management
- Retirement Planning
- Investment Advisory
- Team Leadership
- Securities
- Public Speaking
- Management
- Financial Planning
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Financial Analysis
- Due Diligence
- Series 7
- Financial Services
- Crm
- Credit
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