David Boudreau

Current

• Lab Sustainability Representative at Harvard Office for Sustainability

Past

• Volunteer at Boston Museum of Science
• Trade Desk Analyst at Thinkorswim
• Trader at JP Morgan Invest LLC

• Card Risk Prevention Analyst at Citizens Financial Group
• Registered Sales Assistant at Oppenheimer & Co. Inc
• Advertising Sales Representative at Boston Phoenix

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Education

• Harvard University

Recommended

1 person has recommended David

Connections

40 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 and a Card Risk Prevention Analyst for RBS 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 FINRA 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

• Lab Sustainability Representative

  Harvard Office for Sustainability

  (Financial Services industry)

  January 2009 — Present (7 months)

  I collaborate with lab managers, researchers, and faculty to identify and implement laboratory practices that optimize resource conservation without sacrificing research quality.

• Volunteer

  Boston Museum of Science

  (Non-Profit; 501-1000 employees; Museums and Institutions industry)

  2002 — 2009 (7 years)

• Trade Desk Analyst

  Thinkorswim

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

  February 2006 — February 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 Invest LLC

  (Financial Services industry)

  September 2005 — February 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.

• Card Risk Prevention Analyst

  Citizens Financial Group

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

  October 2002 — April 2005 (2 years 7 months)

• Registered Sales Assistant

  Oppenheimer & Co. Inc

  (Financial Services industry)

  2005 — 2005 (less than a year)

  I supported a group of 5 financial advisors with all sales and administrative tasks including: executing trades, new account processing, bank wires, check disbursements, and account maintenance.

• Advertising Sales Representative

  Boston Phoenix

  (Privately Held; Newspapers industry)

  April 2003 — April 2005 (2 years 1 month)

  I sold print and web-based advertising for the relationship/dating/erotic services section of the paper. I was a leader in almost every sales metric and broke the single day sales record on just my 21st day of employment.

David Boudreau’s Contact Settings

Interested In:

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