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David Bryan is a seasoned finance professional with extensive experience in risk management, investments, and financial analysis. He has held various leadership positions in top financial institutions, including Institutional Sales Trader at Apex Clearing Corporation and Vice President at SpeedRoute and Convergex. With over 20 years of experience in the industry, Bryan has developed a strong expertise in managing day-to-day relationships with clients, tracking trading levels, and executing trades. He has also demonstrated a keen ability to analyze complex financial data and make informed investment decisions. Bryan holds a Bachelor of Arts degree in Economics from Stony Brook University, which has provided him with a solid foundation in financial principles and theories. He is proficient in multiple languages, including English, and has a strong understanding of the global financial markets.

Credentials

  • Learning Bitcoin
    LinkedIn
    Aug, 2017
    - Apr, 2026
  • Learning Microsoft SQL Server 2016
    LinkedIn
    Aug, 2017
    - Apr, 2026
  • Programming Foundations: Databases
    LinkedIn
    Aug, 2017
    - Apr, 2026

Experience

  • Apex Clearing Corporation
    • New York, New York, United States
    • Institutional Sales Trader
      • Apr 2021 - Present
      • New York, New York, United States

  • SpeedRoute
    • New York City Metropolitan Area
    • Vice President
      • Sep 2017 - Jun 2020
      • New York City Metropolitan Area

      Managed day to day relationships with sell side client base routing 6 billion shares per day. Duties included tracking trading levels, connectivity, client onboarding, exchange connections, risk management and OATS.

  • Convergex
    • New York City Metropolitan Area
    • Vice President
      • Aug 2002 - Jun 2017
      • New York City Metropolitan Area

      Outsourced desk trader executing 30 million shares per month. Serviced sell side broker dealers, floor brokers and market intermediaries.

  • BNY ESI
    • Greater New York City Area
    • Institutional Equity Sales
      • Sep 1998 - Jul 2002
      • Greater New York City Area

      Covered trust banks and stock transfer agents. Transacted equities, fixed income, derivatives and stock buyback programs.

  • BNY Brokerage
    • Greater New York City Area
    • Manager
      • Apr 1993 - Aug 1998
      • Greater New York City Area

      Desk executed equity, fixed income and derivative orders for internal stock transfer and investment management divisions.

  • BNY Mellon
    • Greater New York City Area
    • Manager
      • Mar 1986 - Mar 1993
      • Greater New York City Area

      Managed desk of five tasked with receipt and delivery of ADRs to street and resolution of associated inquiries.

Education

  • 1981 - 1985
    Stony Brook University
    Bachelor of Arts - BA, Economics

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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