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

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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 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

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

• Card Risk Prevention Analyst

  Citizens Financial Group

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

  October 2002 — April 2005 (2 years 7 months)

• Sales

  Phoenix Media/Communications Group

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

  April 2003 — April 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