John Wickersham is a qualified expert, working in Ajo main office of which is in 3310. as a Associate from 2013. John gained professional experience in more than seven positions at different companies. John Wickersham went to the Saint Joseph's University and was studying from 2014 to 2015. This person has the following qualifications: Finra Series 7: General Securities Representative, License Crd# 5876182, and Cfa Level 1 Candidate. West Deptford, New Jersey is the city, where this professional was known to settle. This person's phone number and email are easily accessed through this website by request.
Name variants:
Johnn Wickersham,
Jon Wickersham,
Jack Wickersham,
Jackie Wickersham,
Jacky Wickersham,
Johnny Wickersham
Last updated May 27, 2024
Contact Information
Last Update
Jul 5, 2022
Email
wi**@ajopartners.com, wi**@yahoo.com
Location
West Deptford, NJ
Company
Ajo
Workplace
Associate
Work History
Associate
230 south Broad St, Philadelphia, PA 19102
Associate at Aronson
Johnson
Ortiz
from Dec 2013
Operations Specialist and Relationship Manager
825 3Rd Ave, New York, NY 10022
Provide operational support for entire Broker/Dealer arm of the firm. Reconcile cash and position breaks between internal portfolio accounting platform(APL) and Thomson SmartStation. Process...
Oct 2011 — Dec 2013
Senior Operations Analyst
225 Liberty St, New York, NY 10006
Provide; daily, monthly, quarterly, and yearly reconciliation for over 15,000 separately managed accounts. Reconcile cash and position breaks between Lockwood portfolio accounting system and...
May 2008 — Oct 2011
Retail Loan Officer
Responsible for generating new business. Contact potential customer to begin loan origination process. Perform credit analysis and pre-underwrite the loan. Review bank and investment stateme...
Sep 2007 — May 2008
Education
2014 — 2015
Bachelor of Science in Business Administration in Finance
Philadelphia, PA
2003 — 2007
Occupations
Sales Specialist
Relationship Manager
Accountant
Agent
Sales Agent
Supporting Member
Account Service Manager
Customer Service
Sales Representative
Team Member
Skills
Equities
Bloomberg
Portfolio Management
Securities
Fixed Income
Investments
Finance
Series 7
Trading
Back Office
Account Reconciliation
Management
Microsoft Excel
Asset Management
Mutual Funds
Trading Systems
Separately Managed Accounts
Client Services
Finra
High Net Worth Individuals
Brokerage
Front Office
System Deployment
Pension Funds
Project Management
Risk Management
Excel
Word
Outlook
Client Service
Business Relationship Management
Fundraising
Apx
Apl
Factset
Thomson One
Advent
Account Maintenance
Managed Accounts
Middle Office
Broker Dealer
Electra
Fiserv
Geneva
Institutional Investments
Electra Reconcilation
Corporate Actions
Team Leadership
Operations Management
Policies and Procedures
Lotus Notes
Anti Money Laundering
FINRA Series 7