David Boudreau

Current

• Lab Sustainability Representative at Harvard University Office for Sustainability

Past

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

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

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Education

• Harvard University

Recommended

2 people have recommended David

Connections

49 connections

Industry

Environmental Services

David Boudreau’s Summary

David Boudreau is a financial professional with over 6 years experience in corporate security, financial investigations, 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 University Office for Sustainability

  (Renewables & Environment industry)

  January 2009 — Present (11 months)

  *I collaborate with lab managers, researchers, and faculty to identify
  and implement laboratory practices that optimize resource efficiency without sacrificing research quality
  *I coordinate lab outreach and communication programs including researching opportunities for new resource conservation initiatives and developing strategies that engage the lab community in environmentally conscious behaviors through regular social behavioral campaigns.
  *I expanded the Green Labs program into new labs by building new
  relationships and transferring best practices.

• Volunteer

  Boston Museum of Science

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

  2002 — 2009 (7 years )

• Institutional Trade Desk Analyst

  Thinkorswim

  (Public Company; SWIM; 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.

• 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.

• Card Risk Prevention Analyst

  Citizens Financial Group

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

  October 2002 — April 2005 (2 years 7 months)

David Boudreau’s Contact Settings

Interested In:

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