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Joan Kawana is a seasoned finance professional with extensive experience in sales trading and institutional stock trading. She has worked at MDB Capital Group and William O'Neil + Co. Inc., providing full-service trading and research services to clients. Kawana holds an AA degree from Santa Barbara City College.

Experience

    • Equity Trader
      • Feb 2010 - Present

      Sales trader, in the process of expanding the trading desk.Reasearch on break-outs.Provide full-service trading with the capabilites of handling large complex trades providing complete anonymity.Taking a personal approach treating each account individually.

    • Institutional Stock Broker
      • 1983 - Jun 2009

      Institutional stock trader for investment adviser's U.S and worldwide, trades for firms internal portfolio managers monitoring accounts on daily basis, insure all trades are booked properly and provide ongoing follow-up with brokers to communicate specifics for each transaction, works well with the WONDA system in screening and charting stocks, knowledgeable in other aspects of institutional trading desks.

Education

  • Santa Barbara City College
    AA, business

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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