Alfonso Alejandre Jr.
Chicago,IL
Summary
Accomplished Securities Trader with 23 years of experience buying and selling securities, mutual funds and commercial paper in investment and trading firms. Poised and highly knowledgeable with talent for maintaining friendly demeanor and explaining details when advising clients.
Overview
16
16
years of professional experience
Work History
Active Trader Representative
Morgan Stanley E*TRADE
01.2022 - 11.2023
- My role was to assist active trading and high net worth clients trade regularly while implementing generally more sophisticated trading strategies, margin treatment, and overall breadth of market knowledge
- Thorough understanding of the securities industry including equity and option trading
- Utilize independent decision-making skills to handle and resolve issues including online navigation and customization of our industry leading online trading platforms ETRADE Pro and Power ETRADE
- Provide timely, accurate, and informative answers with an overall sense of urgency over the phone and via our online chat platforms
- Proactively execute asset gathering, household retention and acquisition strategies while maintaining and managing the existing client relationships and provide a focused and dependable resource to this most active client and high net worth base.
Senior Investment Professional
JPMorgan Securities
01.2008 - 01.2022
- High Net Worth Trader on all three major client platforms, The Private Bank, JPMA (formerly Bear Stearns) & Chase Wealth Management (Managed Account, Full Service Wealth Management, Robo Advisor platform & Self Directed Accounts)
- Complex Order Trading - Options, Alternative Investment Trading (Hedge Funds, Forex), Managed Investment Accounts, Secondary Bond Market Trading, Market Traded CD’s, Treasury Auctions, Mutual Funds & Equities (Domestic & international)
- Focus on existing and new account client relationships with an emphasis on high net worth active market traders, troubleshooting and providing solutions in margin, equities, options and corporate action inquiries
- Experience with new associate training and active Team Resource Professional
- Focused on providing a high quality experience for both internal & external clients.
Education
Finance -
DePaul University
Chicago, IL09.2002
Architecture -
University of Illinois at Chicago
Chicago, IL12.1993
Skills
- Client Relationship Management
- Equity & Options Trading
- Workplace Training
- Investment Planning
- Microsoft Office
- Stock Market Terminology
- Relationship Building
- Customer Needs Assessment
Languages
Spanish (Business Level Fluency)
Registrations
- Series 7
- Series 66
Timeline
Active Trader Representative
Morgan Stanley E*TRADE
01.2022 - 11.2023
Senior Investment Professional
JPMorgan Securities
01.2008 - 01.2022
Finance -
DePaul University
Architecture -
University of Illinois at Chicago
Similar Profiles
Lynn BeatyLynn Beaty
Sr. Financial Services Analyst - Wealth Management at Morgan Stanley - E*TRADESr. Financial Services Analyst - Wealth Management at Morgan Stanley - E*TRADE
Manasa JayappaManasa Jayappa
QA Analyst at Morgan Stanley/E*TradeQA Analyst at Morgan Stanley/E*Trade
Lauri ClayLauri Clay
Project Manager/Scrum Master at Morgan Stanley/e-TradeProject Manager/Scrum Master at Morgan Stanley/e-Trade