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John Lule Location
New York, NY, US
John Lule Work
2023 -now Manager, Fund Operations and Trader @ Eversept Partners
2018 -2022 Trader and Manager, Fund Operations @
2016 -2018 Operations Analyst @
2014 -2016 CIO MBS Allocations @
2013 -2014 Securities Settlement and Trade Support Analyst @
2012 -2013 Financial Professional @
2011 -2011 Parks and Recreation @
John Lule Education
Penn State University
Undergraduate (Accounting and Finance)
2008-2012
John Lule Skills
Settlement
Microsoft Office
IRAs
403 b
Qualified Retirement Plans
401k Rollovers
Investments
College Savings Plans
Fixed Income
Bonds
Qualified Retirement
Retirement Planning
Securities
Life Insurance
Structured Products
John Lule Summary
John Lule, based in New York, NY, US, is currently a Manager, Fund Operations and Trader at Eversept Partners. John Lule brings experience from previous roles at Chalkstream Capital Group and J.P. Morgan. John Lule holds a 2008 - 2012 Undergraduate in Accounting and Finance @ Penn State University. With a robust skill set that includes Settlement, Microsoft Office, IRAs, 403 b, Qualified Retirement Plans and more. John Lule has 1 emails and 1 mobile phone numbers on RocketReach.
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