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Brokerage Accounting Practices & Regulations - 7/8
Brokerage Operations - 7/9
MS PowerPoint Level 1- 7/9
Bond Trade Lifecycle - 7/16
Customer Protection Rule 15c3-3 - 7/22
Private Banking Practices - 7/28
Net Capital Rule 15c3-1 - 7/29
Global Trade, Settlement & Custody - 7/30
About Jerry O’Connell:
Jerry is a 30+ year veteran of the industry with real world experience in business processes and related technology. Along with his associates, he is dedicated to assisting firms in remaining competitive and compliant, with the ability to process business volumes without limits as to staff, procedures or applications. Visit www.jeremiahassociates.com for more details.
About Jeremiah Associates:
Jeremiah Associates brings years of experience developing and delivering the most relevant and effective advisory, development and learning solutions to the financial services and capital markets sectors. Their clients are among the world's top banks and securities brokerage firms and encompass the domestic and global markets. Jeremiah Associates strives to assist clients in becoming safer, more productive, more competitive and most importantly - more profitable.
Delivering real-world solutions for business challenges.
For more information about our services and learning programs, please visit our website:
www.jeremiahassociates.com
