Paul Ackerley
Associate Director - Trader at O’Shaughnessy Asset Management, LLC (osam.com)- Claim this Profile
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Bio
Credentials
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Series 66
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Experience
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Associate Director - Trader
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Jan 2021 - Present
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Vice President - Trader
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Feb 2015 - Jan 2021
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Equity Trader - Senior Portfolio Administrator
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Feb 2011 - Feb 2015
-Supervise, process and execute international and domestic equity orders for SMA dual contract/wrap fee accounts, UMA accounts and Commingled Fund accounts as directed by our Chief Investment Officer. -Responsible for trading new accounts, redemptions, fund flows and updating investment models using Fiserv’s APL, Morgan Stanley Money Manager Portal (Access) and Advent’s MOXY (APX). -Manage various operational issues regarding trade breaks, and trade settlements between brokers and custodians on Omgeo Oasys, Omgeo (DTC) Trade Suite, Swift and Fiserv's APL. -Specific other responsibilities include: setting up new accounts, setting up new securities, updating corporate actions, updating dividends, processing liquidations/terminations, and running ad hoc reports on request. Show less
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AMR Capital Trading
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United States
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Financial Services
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1 - 100 Employee
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Equity & Option Trader
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Feb 2003 - Jan 2012
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Deutsche Asset Management
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Spain
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Banking
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International Equity and FX Trade Support
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Mar 2001 - Feb 2003
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Investment Accountant
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May 2000 - Mar 2001
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Education
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1997 - 1999
Syracuse University - Martin J. Whitman School of Management
Bachelor's of Science, Finance
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