William Jo
Director-Securities Client Onboarding, Broker Dealer Division, StoneX Financial Inc.
- Role
- Director- Securities Client Onboarding at StoneX Group Inc.
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
Experience
Director- Securities Client Onboarding
Nov 2016 — Present
Skills
- Customer Service
- New Business Development
- Mutual Funds
- Risk Management
- Trading
- Microsoft Excel
- Vendor Management
- Seies 66
- Hedge Funds
- Fixed Income
- Kyc
- Aml
- Financial Analysis
- Wealth Management
- Series 63
- Financial Risk
- Asset Management
- Strategic Financial Planning
- Insurance
- Series 24
- Investment Advisory
- Alternative Investments
- Fdcpa
- Fha
- Investments
- Securities
- Equities
- Portfolio Management
- Loans
- Relationship Management
- Financial Markets
- Fixed Annuities
- Finra
- Finance
- Financial Reporting
- Options
- Series 4
- Series 7
- Financial Services
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