David Boudreau

Past
  • Trade Desk Analyst at Thinkorswim
  • Trader at JP Morgan
  • Registered Sales Assistant at Oppenheimer & Co. Inc
  • Card Risk Prevention Analyst at Citizens Financial Group
  • Sales at Phoenix Media/Communications Group
Education
  • Boston University
Connections
29 connections
Industry
Financial Services

David Boudreau’s Summary

David Boudreau is a financial professional with over 6 years experience in corporate security, financial investigations, and sales and trading. Prior to joining Thinkorswim, David was a Trader for JP Morgan Invest and a Card Risk Prevention Analyst for the Citizens Financial Group. He has attended both Boston University and Bridgewater State College, where he was a biology major. He is involved in several non-profit organizations including the Boston Museum of Science and the Ugandan Wildlife Education Centre. He holds NASD Series 7, 55, 63, and 65 licenses.

David Boudreau’s Specialties:

Sales and trading, corporate security, financial investigations, credit card fraud detection.


David Boudreau’s Experience

  • Trade Desk Analyst

    Thinkorswim

    (Public Company; 51-200 employees; Financial Services industry)

    February 2006February 2008 (2 years 1 month)

    Guided business analysts and developers in defining new features and advanced trading functionality for an institutional, sell-side order management system. Assisted the sales and marketing teams with new client implementation.

  • Trader

    JP Morgan

    (Public Company; 10,001 or more employees; JPM; Investment Banking industry)

    September 2005February 2006 (6 months)

    Executed trade orders and ensured best execution and pricing for all trades; provided updated market and economic conditions to clients whose trading activity may be impacted; reviewed trades for completeness and accuracy; ensured prompt resolution for trade discrepancies.

  • Registered Sales Assistant

    Oppenheimer & Co. Inc

    (Financial Services industry)

    20052005 (less than a year)

  • Card Risk Prevention Analyst

    Citizens Financial Group

    (Public Company; 10,001 or more employees; Banking industry)

    October 2002April 2005 (2 years 7 months)

  • Sales

    Phoenix Media/Communications Group

    (Privately Held; 51-200 employees; Newspapers industry)

    April 2003April 2005 (2 years 1 month)


David Boudreau’s Contact Settings

Interested In:

  • consulting offers
  • new ventures
  • job inquiries
  • expertise requests
  • business deals
  • reference requests
  • getting back in touch

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