Abel Green

Core Trading Responsibilities

• Assumed firm-sponsored and third-party model trading, reducing outsourced expenses by $3.5MM annually through managing rebalances, cash raises, withdrawals, and deposits.
• Execute large block equity and options orders in coordination with advisors, RIAs, asset managers, and internal strategy teams using Blaze, APL, and Pershing BTR.
• Work non-held and thinly traded securities across listed and OTC markets while maintaining best-execution standards.
• Facilitate issuer stock repurchase programs under SEC Rule 10b-18, coordinating with corporate insiders and ensuring full compliance.
• Oversee daily trading operations, including model updates, trade execution, allocations, reconciliations, corrections, and drift monitoring.

Trade Automation & Efficiency Initiatives

• Developed a Python executable that flags non-model holdings, missing positions, and excessive cash/security drift, eliminating 1–1.5 hours/day of manual review.
• Built a VBA tax-lot harvesting tool generating APL-ready imports, saving 30–90 minutes/day during tax season.
• Automated liquidation, allocation, trade reversal, and error-writeup workflows using Excel, SQL, and Python, reducing manual work by 30–120 minutes/day.
• Created intraday and EOD pricing scripts using Polygon/Yahoo APIs for loss estimates and trade correction workflows.
• Packaged Python scripts into user-friendly executables for team use, eliminating 50+ hours/month of repetitive tasks and reducing operational and trade risk.

• Executed trades across equities, options, mutual funds, and other listed/OTC products while ensuring best execution.
• Gained deep understanding of equity and derivatives market structure, order types, routing, and liquidity.
• Educated clients on corporate actions (splits, mergers, tender offers, buyouts) and their portfolio impacts.
• Researched and resolved complex trading, cost-basis, and account issues, providing detailed analyses and documentation.
• Provided tax-lot and cost-basis guidance, helping optimize client outcomes and reduce realized tax burdens.
• Collaborated with advisors, managers, and service teams to resolve escalated issues and improve client satisfaction.