Jim Rafferty
AVP Financial Solutions Advisors at Merrill Edge
Based in Cranbury, United States
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Seniority
Director
Department
Sales & Business Development
Location
Cranbury
Industry
Financial Services
Company size
1.6K
Contact information
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j•••••••@merrilledge.com
Phone
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Background
About Jim Rafferty
I am a highly motivated Financial Sales and Trading professional with extensive experience in both front office and back office operations encompassing the life of the trade from order capture, execution and allocation to settlements and resolution of trade discrepancies. Exceptional skills in client services with a proven ability to define issues, propose solutions and implement changes. Presently a board member of Princeton Toastmasters and starting a green energy business marketing the advantages of going green to residential and small businesses Specialties: trading, market making, selling equities, negotiating block trades, sales trading, new business development, Institutional Equity Sales Trader, Equity Strategies, client development, new account acquisitions, customer relations, selling, negotiating, prospecting,account manager, OASYS, client relationships, closing, relationships building, account manager, account executive, problem solving
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