Erikah
Henley
Erikah Henley
Vice President of Operations

Erikah Henley has more than 16 years of financial services experience.

  • FBR & Co - Registered Sales Associate/Executive Assistant (7 Years):
    • Assisted Managing Directors and other institutional brokers on the equity trading desk
    • Booked daily trades and handled trade breaks
    • Opened new client accounts
    • Provided a wide range of administration support to sales teams
  • Wells Fargo Securities - Registered Sales Assistant (2 Years):
    • Supported institutional brokers on the equity trading desk
    • Worked with clients and sell-side analysts
  • JP Morgan Chase - Registered Sales Assistant (2 Years):
    • Supported mid-market sales representatives on the institutional trading desk
    • Took trade, buy and sell orders from sales representatives and clients
    • Reviewed accounts to ensure that all trades were correctly allocated
  • First Security Van Kasper - Retail Sales Assistant (6 Years):
    • Prepared communications for sales team
    • Processed client bills quarterly
    • Manage reporting database for clients
  • Education
    • Masters Degree in Taxation, California State University, East Bay
    • Bachelor of Arts, Economics, California State University, East Bay

Erikah can be reached at erikah@gordianwa.com.