Jerrod Littleton, CFA

Jerrod Littleton, CFA

Fire Support Specialist

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location of Jerrod Littleton, CFAWilliamstown, New Jersey, United States

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  • Timeline

  • About me

    Franchise owner at Surveillance Secure Delaware Valley.

  • Education

    • Rowan University

      2005 - 2008
      B.S. Finance

      Activities and Societies: Financial Management Association Mathematics minor

  • Experience

    • U.S. Army

      Feb 1995 - Aug 2002
      Fire Support Specialist

      Coordinated all indirect fire support assets for an Infantry Company, Battallion, or Brigade. Led and trained 8 Soldiers in all skills required to perform not only my duties,but the duties of Soldiers appointed over me.

    • DANCE! by Debra DiNote

      Sept 2005 - Oct 2008
      Controller

      Manage all day to day business activities, including finances, operations, technological upgrades

    • The Vanguard Group

      Oct 2008 - Mar 2020

      Institutional trader for the largest buy side municipal bond fund manager in the world. Monitor the municipal bond market, analyze relative value opportunities and execute trades to provide maximum value to my investors. Assisted retail and institutional clients with security selection, order placement, and portfolio construction. Analyzed technical aspects of equity markets and placed trades for individual investors in order to achieve best execution. Researched and analyzed structure and liquidity of exchange traded funds and provided advice to investors in order to achieve desired portfolio positioning. Executed discretionary trades for institutional investors.

      • Municipal Bond Trader

        Jan 2011 - Mar 2020
      • Brokerage Associate

        Oct 2008 - Feb 2011
    • Surveillance Secure Delaware Valley

      Mar 2020 - now
      Owner/Operator/Franchisee
  • Licenses & Certifications

    • CFA

      CFA Institute