Meredith B Freeman is a skilled professional, working in Harvest Partners as a Administrative Assistant from 2020. Meredith gained professional experience in more than nine positions at different companies. Meredith B Freeman went to the John Jay College (Cuny) and received education from 2015 to 2019. This person has the following qualifications: Chart and Signal Analysis, 2-15 License (Florida) - Resident Health & Life Agent (Includes Annuities and Variable Contracts), and 2-15 License (Florida) - Resident Health & Life Agent. Tampa, Florida is the area, where the professional was lastly known to live. This expert's contacts can be accessed through this website by request.
Name variants:
Merry Freeman
Last updated Jun 07, 2024
Contact Information
Workplace
Colleagues
Work History
Financial Advisor
130 Springside Dr SUITE 100, Akron, OH 44333
Jan 2015 — May 2017
Managing Director, Institutional Sales and Trading
New York
Recruited through a colleague at The Benchmark Company to facilitate the development of this firm (continued trading while working with this startup company).
Led a team of 10 brokers and ...
Feb 2009 — Jan 2011
Proprietary Trader
27 Union Sq west, New York, NY 10003
Traded NYSE and NASDAQ listed medium and large cap securities.
Specialized in using Worden TelChart software to scan stocks utilizing price, volume, simple moving averages, and average tru...
Nov 2007 — Apr 2012
Assistant Trader, Institutional Sales and Trading
New York, NY
Recruited though a trading relationship at Bear Stearns and charged with establishing formal operations supporting a newly created institutional sales and trading desk.
Attained Series 24,...
Sep 2002 — May 2007
Trade Support Specialist  Management Trainee Program, Global Clearance
Attained Series 7 and 63 licenses.
Executed trades for listed, OTC, and international equities and municipal bonds.
Dec 2000 — Jun 2002
Education
2015 — 2019
1998 — 1998
1995 — 1999
Occupations
Advisor
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Equities
Management
Trading
Series 7
Start Ups
Business Management
Business Operations
B2B Marketing
B2B Sales
Team Leadership
Complex Problem Solving
Customer Responsiveness
Financial Sales
Vendor Management
Microsoft Office
Microsoft Excel
Microsoft Word
Customer Service
Powerpoint
English
Research
Windows
Outlook
Photoshop
Teaching
Html
Public Speaking
Budgets
Strategic Planning
Social Media