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Jeff Hall

Jeff Hall

Senior Analyst

Followers of Jeff Hall2000 followers
location of Jeff HallCharlotte, North Carolina, United States

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  • Timeline

  • About me

    Managing Director- Head of FCM & Prime Brokerage Operations

  • Education

    • University of South Carolina - The Moore School of Business

      2003 - 2007
      Bachelor's degree Finance, General 3.75

      Activities and Societies: Honors College

    • Columbia College

      2010 - 2011
      Bachelor of Science (B.S.) Accounting 3.75

  • Experience

    • Credit Suisse

      Jan 2009 - Jun 2012
      Senior Analyst

      Clearing and reconciling derivative clearing activity on US markets.Monitor regulatory activity

    • Wells Fargo

      Jun 2012 - now

      Manage teams responsible for processing derivative clearing lifecycle.Montitor regulatory reporting and ensuring accuracyRisk monitoring, project management, project implementation.

      • Managing Director

        Dec 2024 - now

      • Director- Business Manager- Futures Commission Merchant

        Jun 2019 - Dec 2024

      • Director, Head of FCM Operations

        Apr 2017 - Jun 2019

      • Vice President

        Jun 2012 - Apr 2017

  • Licenses & Certifications

    • Series 7

      Financial Industry Regulatory Authority (FINRA)
      Jan 2015

    • Series 24

      FINRA
      Aug 2024

    • Series 3

      Financial Industry Regulatory Authority (FINRA)
      Dec 2015

    • Series 27

      FINRA
      Oct 2024