Overview
Work History
Education
Skills
Certification
Timeline
Generic

Abel Green

St Louis,MO

Overview

3
3
years of professional experience
1
1
Certification

Work History

Trading Specialist

Benjamin F Edwards
06.2022 - Current
  • Collaborate with equity desk members, Financial Strategies Group, and Advisory Services to reduce firm expenses by $5 million annually, successfully assuming and managing the discretionary trading of firm-sponsored and third-party models.
  • Oversee daily trading operations, including model updates, trade executions, corrections, allocations, and reconciliations.
  • Partner with advisors, RIAs, and asset managers to execute large block orders using model trading and rebalancing software (Blaze, APL, Pershing BTR).
  • Execute non-held orders, including thinly traded securities across listed and OTC markets.
  • Facilitate issuer stock repurchases under SEC 10b-18 "safe harbor" guidelines with company insiders.
  • Monitor and resolve cash drifts and non-model positions, ensuring alignment with client portfolios.
  • Ensure all controls are diligently performed, completed, and signed off on timely basis.
  • Maintain best execution standards across all trading products.
  • Comply with SEC and FINRA regulations, adhering to trading and operational risk frameworks.

Trading & Service Representative II

Wells Fargo Advisors
07.2021 - 03.2022
  • Executed trades across equities, derivatives, fixed income, mutual funds, and other investment products for clients.
  • Developed expertise in equity and options market structures.
  • Educated clients on corporate actions (splits, mergers, buyouts, tender offers) and their investment implications.
  • Ensured compliance with SEC and FINRA regulations while effectively managing trading risks.
  • Resolved complex trading and brokerage issues through detailed research and analysis.
  • Provided cost basis analysis and tax-lot harvesting assistance to optimize client portfolios.
  • Collaborated with advisors, team members, and management to address unresolved brokerage concerns and enhance client satisfaction.

Education

Bachelor of Science - Applied Mathematics

Virginia Commonwealth University
Richmond, VA
12-2020

Skills

    Python (Pandas, NumPy, Beautiful Soup, Selenium, Matplotlib, Scikit-learn)

    Excel (VLOOKUP, pivot tables, macros, advanced formulas)

    MS Word, PowerPoint

    Analysis

    Problem-Solving

    Time/Project Management

Certification

SIE, Series 7, Series 57, & Series 63

Timeline

Trading Specialist

Benjamin F Edwards
06.2022 - Current

Trading & Service Representative II

Wells Fargo Advisors
07.2021 - 03.2022

Bachelor of Science - Applied Mathematics

Virginia Commonwealth University

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