Brian Whelan Email & Phone Number
Head of ETF and Digital Asset Trading - Principal BayCrest Miami @ BayCrest
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Brian Whelan Location
- Miami, FL, US
Brian Whelan Work
- 2020 -now Head of ETF and Digital Asset Trading - Principal BayCrest Miami @
- 2017 -2020 Managing Director Head of ETF and Index Trading @
- 2011 -2016 ETF's , Delta One Sales and trading @
- 2010 -2011 North East Regional Sales @
- 2009 -2010 Private Wealth Managment @
Brian Whelan Education
- Salve Regina University
Business Admin & Finance
Brian Whelan Skills
- Series 7
- FINRA
- Equity Derivatives
- Series 63
- Uniform Combined State Law
- Portfolio Management
- Equities
- Financial Analysis
- Securities
- Strategic Financial Planning
- Series 66
- Series 55
- Bloomberg
- Series 3
- Derivatives
- Fixed Income
- Hedge Funds
- Business Administration
- Capital Markets
- Cart
- Personal Development
- Mortgage Lending
- Marketing
- Real Estate
- Finance
- Operations
- Microsoft Excel
- Human Resources
- Relationship Marketing
- Accounting
- Genesys
- Construction
- Floor Plans
- Payments
- Road
- Customer Service
- Business Experience
- Luxury
- Credit
- Meetings
- Worksheets
- Tournaments
- Lacrosse
- Checks
- Problem Solving
- Vendors
- Computer Proficiency
- Fox
- Golf
- Driving
- PowerPoint
- Builders
- Investments
- Rapport
- Sales
- Management
- Loans
- Research
- Adobe
- Management Accounting
- Country
- Business Development
- Highly Self Motivated
- Aid
- Customer Experience
- Microsoft Word
- Blueprint
- Microsoft Certified Professional
- Project
- Written
- Applications
- Blueprint Reading
- Outings
- High Volume
- Layout
- Personal Finance
- Communication
- Property
- American
- Outlook
- Yahoo
- Interest Rates
- Leadership
- Adobe Acrobat
Brian Whelan Summary
- Brian Whelan, based in Miami, FL, US, is currently a Head of ETF and Digital Asset Trading - Principal BayCrest Miami at BayCrest. Brian Whelan brings experience from previous roles at Bay Crest Partners, ICAP, WisdomTree Asset Management and Morgan Stanley. Brian Whelan holds a Business Admin & Finance @ Salve Regina University. With a robust skill set that includes Series 7, FINRA, Equity Derivatives, Series 63, Uniform Combined State Law and more. Brian Whelan has 3 emails and 1 mobile phone numbers on RocketReach.
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