Jared Cacciagrani
Medford,MA
Summary
Highly skilled Equity Trader with comprehensive experience in equity and securities trading, financial analysis, and market trend prediction. Strengths lie in strategic planning, risk management, and client relationship management.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Equity Trader
Commonwealth Financial Network
Waltham, Massachusetts
01.2024 - Current
- Constructed models for predicting short-term price movements of stocks or indices.
- Researched new markets for potential investment opportunities.
- Monitored and evaluated market conditions to identify potential trading opportunities.
- Executed trades in accordance with established guidelines and regulations.
- Collaborated closely with colleagues from various departments including compliance, legal, operations, sales, and technology.
- Executed complex options orders.
Trade Support Analyst
Commonwealth Financial Network
Waltham, Massachusetts
11.2022 - 01.2024
- Actively participated in meetings with stakeholders from different business units within the organization.
- Worked closely with brokers, custodians, and clearing firms to facilitate smooth transaction processing.
- Assisted traders in resolving trade discrepancies and reconciling positions.
- Provided support for the trading desk by responding to inquiries in a timely manner.
- Analyzed pricing trends across various markets to identify potential opportunities for traders.
Financial Representative
Fidelity Investments
Burlington, MA
02.2022 - 11.2023
- Worked with customers to determine needs, evaluate financial means and check eligibility for products or services.
- Elevated new business opportunities by implementing aggressive industry networking strategies.
- Reviewed customer accounts regularly for compliance with internal policies and external regulations.
- Analyzed financial statements of companies to assess their performance in the markets.
Operations Assistant
Centinel Financial Group
Needham Heights, MA
08.2021 - 01.2022
- Supervised day-to-day facility operations in accordance with set policies and guidelines.
- Responded to client queries and maintained strong relationships with vendors.
- Facilitated work processes for special projects, product promotions and company campaigns.
Education
Bachelor of Science - Finance
Plymouth State University
Plymouth, NH05.2019
Skills
- Trade execution
- Risk management
- Options trading
- Financial modeling
- Data analysis
- Decision-making
- Product knowledge
- Licensed trader
- Market trends analysis
Certification
- SIE License - 2022
- Series 7 License - 2022
- Series 63 License - 2023
Education and Training
other
Timeline
Equity Trader
Commonwealth Financial Network
01.2024 - Current
Trade Support Analyst
Commonwealth Financial Network
11.2022 - 01.2024
Financial Representative
Fidelity Investments
02.2022 - 11.2023
Operations Assistant
Centinel Financial Group
08.2021 - 01.2022
Bachelor of Science - Finance
Plymouth State University