Director of Sales and Client Services @ JJS Transportation & Distribution Co., Inc. (September 2019 - March 2023)
Vice President @ Morgan Stanley (August 2013 - July 2019)
Strategic Account Executive @ (June 2007 - August 2013)
Option Broker @ Israel A. Englander & Co. (January 2002 - December 2006)
Brian Otoole Education
State University of New York - System
Bachelor's degree
Brian Otoole Skills
Series 63
Electronic Trading
Banking
Social Media
Currency Futures
Insurance
Retirement Planning
Sales
Series 3
Derivatives
Customer Satisfaction
Investments
Bloomberg
Futures
Series 55
Equities
Mutual Funds
Futures Trading
Bloomberg Terminal
Microsoft Excel
Risk Management
Credit
Options Strategies
Customer Service
Financial Analysis
Financial Reporting
Trading Systems
Trading
Equity Derivatives
Options
Series 7
Employee Benefits
Securities
Hedge Funds
Equity Trading
Financial Markets
Brian Otoole Summary
Brian Otoole, based in New York, NY, US, is currently a Senior Director, Account Management at Broadridge. Brian Otoole brings experience from previous roles at JJS Transportation & Distribution Co., Inc., Morgan Stanley, Mutual of America and Israel A. Englander & Co.. Brian Otoole holds a Bachelor's degree @ State University of New York - System. With a robust skill set that includes Series 63, Electronic Trading, Banking, Social Media, Currency Futures and more. Brian Otoole has 3 emails and 1 mobile phone numbers on RocketReach.
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