2015 -
2024 Co-founder, President and CEO @ Edge Tradeworks (We are now Capstack Technologies)
2012 -
2015 MANAGING DIRECTOR - Head FI Sales NY @
1996 -
2011 MANAGING DIRECTOR - Global Trading, Distribution, and Risk Management @
1993 -
1996 SENIOR VICE PRESIDENT - Sales and Trading @ Lehman Brothers
1991 -
1993 MANAGING DIRECTOR, EXECUTIVE VICE PRESIDENT, EXECUTIVE COMMITTEE @ Discount Corporation of New York
1983 -
1991 MANAGING DIRECTOR - Global Trading @
1980 -
1981 PRODUCTION ENGINEER @
John Roberts Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (M.B.A.) (Finance with secondary emphasis in Strategic Planning)
1981
-
1983
Vanderbilt University-School of Engineering
BSME (Mechanical Engineering)
1976
-
1980
Woodberry Forest High Shool
High School
1974
-
1976
Charlotte Country Day School 1970
-
1974
John Roberts Skills
Fixed Income
Electronic Trading
Equities
Rates
Options
FX Options
Swaps
MBS
Financial Risk
Risk Management
ABS
Asset Management
Bonds
Structured Products
Series 7
Trading
Emerging Markets
Alternative Investments
Trading Systems
Investment Banking
Market Data
Derivatives
Portfolio Management
Securities
Credit
Currency
Money Market
Proprietary Trading
Capital Markets
Market Risk
Hedge Funds
Financial Markets
Equity Derivatives
Interest Rate Derivatives
Structured Finance
Bloomberg
Credit Derivatives
Commodity
Hedging
Banking
Prime Brokerage
Financial Structuring
Securitization
Valuation
Series 63
Foreign Exchange (FX) Options
Interest Rates
Strategy
Leadership
Foreign Exchange Fx Options
Customer Service
Sales
Business Strategy
Yield
Interest Rate
Microsoft Excel
Foreign Exchange Options
John Roberts Summary
John Roberts, based in Charlotte, NC, US, is currently a Head of Markets at Capstack Technologies. John Roberts brings experience from previous roles at Edge Tradeworks (We are now Capstack Technologies), Credit Agricole CIB, Barclays Capital and Lehman Brothers. John Roberts holds a 1981 - 1983 Master of Business Administration (M.B.A.) in Finance with secondary emphasis in Strategic Planning @ Vanderbilt University - Owen Graduate School of Management. With a robust skill set that includes Fixed Income, Electronic Trading, Equities, Rates, Options and more. John Roberts has 3 emails and 1 mobile phone numbers on RocketReach.
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