Rich Corcoran

Client Advisor | Private Bank

Rich Corcoran is a high-level expert, that works in J.p. Morgan main office of which is in 4. on the position of Client Advisor | Private Bank since 2020. Rich Corcoran has earned professional experience in more than six positions at various companies. Rich Corcoran went to the Trinity College - Hartford and got education there from 1989 to 1993. This expert has such professional qualifications as Series 7, 63, 3. San Francisco, California is the area, where this professional was lastly known to be living. This expert's email address and phone number are easily accessed through this website on demand.
Name variants:
Richard Corcoran
Last updated Jun 14, 2024

Contact Information

Last Update
Jun 30, 2022
Email
ri**@credit-suisse.com
Location
San Francisco, CA
Company

Workplace

J.P. Morgan
Client Advisor | Private Bank

New York, NY

Industry

Financial Services, Mudjacking, Concrete Repair, Stamped Concrete, Hardscaping

Work History

Client Advisor | Private Bank

270 Park Ave, New York, NY 10010
from Apr 2020

Institutional Sales - West Coast

285 Madison Ave SUITE 1700, New York, NY 10017
Managed Sales & Relationships across the Western US at global fintech company providing execution algorithmic strategies for the Global Futures & US Treasury markets, and provided market da...
Jan 2017 — Jan 2019

Director of Business Development

26 Broadway SUITE 1108, New York, NY 10002
Direct Match, a FINRA registered Broker-Dealer, offers the first true all-to-all anonymous central limit order book (CLOB) in the US Treasury market. Direct Match's mission is to create a fa...
Feb 2016 — Nov 2016

Director

Successfully led Sales team for US, Western Region; focusing on Interest Rate Products: Grew production 23% YoY for 8 straight years, culminating in a gross production exceeding $20mm annua...
Jun 2005 — Feb 2014

Co-Owner

1599 Sir Francis Drake Blvd, Fairfax, CA 94930
At the cutting edge of fitness research, The Dailey Method combines ballet barre work, core conditioning and muscle strengthening through yoga, pilates and orthopedic exercise.
from Jun 2009

Vice President

Covered institutional money managers, hedge funds, corporations, and state & local governments for all interest rate products, including US Treasuries, swaps, options, agencies, mortgage pas...
May 1995 — Jun 2005

Education

1986 — 1989

Occupations

Advisor
Accountant
Finance and Accounting Specialist
Managers
Accounting Bookkeeper
Bookkeeper

Skills

Fixed Income
Capital Markets
Derivatives
Hedge Funds
Investment Management
Investments
Portfolio Management
Equities
Investment Banking
Swaps
Bloomberg
Investment Strategies
Options
Structured Finance
Strategy
Series 7
Electronic Trading
Trading
Financial Markets
Asset Management
Financial Services
Securities
Analytics
Market Risk
Financial Analysis
Business Development
Finance
Sales
Risk Management
Microsoft Excel
Microsoft Word
Trading Systems
Business Relationship Management
Communication
Leadership
Finra
Customer Service
Customer Relationship Management

FAQs about Rich Corcoran

What's the profession of Rich Corcoran?

This professional's job is Client Advisor | Private Bank

What are the profession of The professional?

These person's professions are Advisor

Where does Rich Corcoran currently live?

The expert currently lives in San Francisco, California.

What is Rich Corcoran's email?

The expert's email is ri**@credit-suisse.com.

Where did Rich Corcoran work?

Rich worked at J.p. Morgan, Quantitative Brokers.

Where has Rich Corcoran studied?

Rich studied at the Trinity College - Hartford from 1989 to 1993.

Are there any professional certifications Rich Corcoran has?

Rich Corcoran received the following certifications: Series 7, 63, 3.

What is professional industry that Rich Corcoran worked in?

Rich Corcoran works in Financial Services industry.
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