Jameson Berrios
Clearwater
Summary
Results-driven financial operations specialist with over 7 years of progressive experience at Raymond James and a strong foundation in logistics and leadership from 12 years of military service. Proven track record in trade processing, mutual fund support, correction workflows, and project implementation. Recognized for attention to detail, analytical problem-solving, and commitment to continuous improvement. Holds an active Secret Clearance and Security Industry Essentials certification; currently pursuing Series 7.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Senior Trading Support Specialist
Raymond James
11.2023 - Current
- Led correction efforts on 14,000+ trades affected by April 2025 market volatility, ensuring client impact was fully resolved.
- Ushered the development and rollout of the Trade Corrections Process Application.
- Modernized the Letter of Intent process, reflecting strong project leadership and domain trust.
- Established subject matter expertise across mutual fund trading.
- Co-led team leadership initiatives and supported key documentation processes.
- Managed bulk trade corrections and complex trade-related reporting using third-party platforms.
- Collaborated with management to enhance current and future-state business workflows.
Trading Support Specialist
Raymond James
11.2019 - 11.2023
- Provided operational support for daily mutual fund trading activities.
- Played a central role in process improvement projects and quality control.
- Facilitated client communications and ensured compliance with trade protocols.
Logistics Specialist / Trainer
United States Marine Corps
05.2011 - 01.2024
- Led, mentored, and evaluated 14 junior Marines, fostering leadership, technical proficiency, and professional development.
- Maintained mission-critical readiness and operational effectiveness in high-pressure, rapidly evolving environments.
- Managed complex logistical operations across multiple deployments, ensuring timely delivery and accountability of vital resources.
- Trained Marines on supply chain processes, tactical coordination, and crisis response with a focus on disciplined execution.
- Served as a key leadership figure under extreme stress, guiding teams to perform with excellence in austere conditions.
Education
High School Diploma -
Osceola Highschool
Seminole, FL06-2009
Skills
- Financial Operations & Trade Correction
- Mutual Fund Trading & Process Optimization
- Project & Workflow Implementation
- Client Communication & Inbox Management
- Microsoft Office Suite Windows Linux
- Leadership Team Building Coaching
- Customer service
- Support services
- Escalation handling
- Problem-solving
- Microsoft windows and office
- Training and coaching
Certification
- Security Industry Essentials (SIE)
- Series 7 – In Progress
- Secret Clearance – Active
Timeline
Senior Trading Support Specialist
Raymond James
11.2023 - Current
Trading Support Specialist
Raymond James
11.2019 - 11.2023
Logistics Specialist / Trainer
United States Marine Corps
05.2011 - 01.2024
High School Diploma -
Osceola Highschool
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