Some definitions of positions
This article contains some definitions for various positions in the Financial Services industry. A great read!
Posted via email from Baysys Technology Blogs | Comment » by socialnetgate
"BaySys Technology, LLC"
Larry Baker, the Principal of BaySys Technology, has close to 20 years experience in the financial industry with emphasis on data management, technology, and back office systems. He has been responsible for the development and operation of systems and technology for portfolio accounting, trading and reporting services.
After 8 years at Advent Software, he joined a Broker/Dealer that eventually launched an outsourcing data management firm. As President of this outsourcing firm, he oversaw a team that reconciled and provided daily support for over 75 Broker/Dealer and Advisory firms, reconciling over 30,000 accounts.
Clients have included:
Technical:
* Round Hill Securities, Inc.
* Advent Outsource, Inc.
Institutional:
* Charles Schwab
* Wells Capital Management
* Kayne Anderson
* E*Trade Financial
Investment Banking:
* Thomas Weisel Partners
* Robertson Stevens
Retail Brokerage:
* Round Hill Securities, Inc.
* Linsco Private Ledger
* Paine Webber
* Alex Brown
BaySys has established partnerships with other financial professionals, enabling us to work in conjunction with other consultants to deliver solutions to our clients.
Baysys Technology - An introduction
