Experience

BOSONIC

• United States
• Financial Services
• 1 - 100 Employee

• Institutional Sales

  • Feb 2023 - Present

  Founded in 2016, BOSONIC is a leading Decentralized Financial Markets Infrastructure "dFMI" company with offices in San Francisco, New York and London providing best-in-class infrastructure that eliminates counterparty credit and settlement risk in Digital Asset markets. The Bosonic Network™ provides institutional clients with a patented technology that is custodian-agnostic, liquidity-agnostic, and enables tokenization of assets and collateral. It provides liquidity aggregation to Exchanges, Market-Makers, and OTC desks. The Bosonic Network™ eliminates the need to fund on exchanges and have exposure to bilateral settlement movements with LP’s. It achieves this by allowing clients to trade directly from their custodian account using BOSONIC’s real-time payment vs payment (PvP) atomic execution and settlement, with real-time cross-margining and cross-custodian net settlement (CCNS). This enables our clients to completely eliminate their counterparty credit and settlement risk while achieving a more efficient and manageable allocation of capital. The Bosonic Network™ is already delivering infrastructure that's reshaping the future of Digital Asset markets by eliminating risk and maximizing capital efficiency for Hedge Funds, Family Offices, Banks, Brokers, Asset Managers and other market participants. Show less



CoinRoutes

• United States
• Financial Services
• 1 - 100 Employee

• Sales & Business Development

  • Jan 2022 - Jan 2023

  • Selling the firm’s cryptocurrency execution algorithms and smart routers to institutions for trading spot, futures, and perps across all major crypto exchanges and LP’s. • Secured 8 signed contracts including 4 large proprietary trading firms from previous relationships. • Engaged 6 additional firms to sign mutual NDA’s for UAT logins including 3 large quantitative/systematic hedge funds from previous relationships. • Selling the firm’s cryptocurrency execution algorithms and smart routers to institutions for trading spot, futures, and perps across all major crypto exchanges and LP’s. • Secured 8 signed contracts including 4 large proprietary trading firms from previous relationships. • Engaged 6 additional firms to sign mutual NDA’s for UAT logins including 3 large quantitative/systematic hedge funds from previous relationships.



Clear Street

• United States
• Financial Services
• 200 - 300 Employee

• Electronic Execution Services

  • Aug 2020 - Jan 2022

  • Sold the firm’s IOC liquidity venue and SOR to broker-dealers and proprietary trading firms. • Sold prime brokerage, clearing and stock loan to hedge funds and proprietary trading firms. • Maintained execution business acquired from SageTrader and grew to monthly net revenue of $180K. • Sold the firm’s IOC liquidity venue and SOR to broker-dealers and proprietary trading firms. • Sold prime brokerage, clearing and stock loan to hedge funds and proprietary trading firms. • Maintained execution business acquired from SageTrader and grew to monthly net revenue of $180K.



SageTrader, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director, Electronic Execution Services

  • May 2017 - Aug 2020

  • Sold the firm’s IOC liquidity venue and SOR to broker-dealers and proprietary trading firms. • Sold direct connections to the venue as well as access within Clearpool, Instinet, and Speedroute. • Brought in 21 new clients to the firm reaching average monthly net execution revenue of $150K. • Sold the firm’s IOC liquidity venue and SOR to broker-dealers and proprietary trading firms. • Sold direct connections to the venue as well as access within Clearpool, Instinet, and Speedroute. • Brought in 21 new clients to the firm reaching average monthly net execution revenue of $150K.



Global Liquidity Partners

• United States
• Capital Markets
• 1 - 100 Employee

• Equity Algo Sales

  • 2013 - 2016

  • Sold GLP's algorithmic trading strategies to broker-dealers and proprietary trading firms. • Brought 14 new clients to the firm. • Monthly average production of approximately $175K net execution revenue. • Sold GLP's algorithmic trading strategies to broker-dealers and proprietary trading firms. • Brought 14 new clients to the firm. • Monthly average production of approximately $175K net execution revenue.



Knight Capital Group

• Jersey City, NJ

• Knight Direct Institutional Sales

  • 2008 - 2012

  • Sold Knight’s Algorithmic Trading Strategies, Dark Pools, and Knight Direct EMS to hedge funds, asset management firms, and institutional broker-dealers. • For 2010 produced average monthly net revenue of $285K which was 304% of plan. • For 2011 produced average monthly net revenue of $290K which was 16% ahead of plan. • Individual production covered 23 clients totaling average monthly executed volume of 140 million equity shares & 120 thousand option contracts. • Sold Knight’s Algorithmic Trading Strategies, Dark Pools, and Knight Direct EMS to hedge funds, asset management firms, and institutional broker-dealers. • For 2010 produced average monthly net revenue of $285K which was 304% of plan. • For 2011 produced average monthly net revenue of $290K which was 16% ahead of plan. • Individual production covered 23 clients totaling average monthly executed volume of 140 million equity shares & 120 thousand option contracts.



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• J.P. Morgan Securities ECS Sales / Neovest Director of Sales

  • 2002 - 2008

  • Sold JP Morgan’s electronic offering including Algorithms and Neovest EMS to JP Morgan’s buy-side clients. • Ran Neovest’s Broker-Dealer Services business. Managed team of four people (myself, one salesperson, and two customer service people) covering 50 accounts generating total of $500K in average monthly net revenue on 500 million equity shares of average monthly trading volume. • Grew annual revenue of Neovest’s broker-dealer business from $3 million to $6 million over last two years. Show less



Neovest

• New York, NY

• Vice President, Institutional Sales (pre-JPM merger)

  • 2002 - 2005

  • Sold Neovest’s technology and execution services to hedge funds, broker-dealers, and institutional money managers. • Top producer on sales team all 3 years. Built business to approximately $100,000 in monthly net revenue to firm. • Achieved new business growth of 37% per quarter over last two years, doubling quota in eight consecutive quarters. • Sold Neovest’s technology and execution services to hedge funds, broker-dealers, and institutional money managers. • Top producer on sales team all 3 years. Built business to approximately $100,000 in monthly net revenue to firm. • Achieved new business growth of 37% per quarter over last two years, doubling quota in eight consecutive quarters.



Citi

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Quantitative Analyst. Citigroup Global Asset Management.

  • 1999 - 2002

  • Did quantitative research to support multiple portfolio management teams. Constructed model portfolios for each team based on quantitative stock rankings, fundamental analyst ratings, and portfolio optimization techniques. • Assisted portfolio managers in fund marketing presentations by providing quantitative inputs such as risk/return analysis and ratios, performance attribution reports, and quantitative stock selection process. • Assisted portfolio managers in transitioning $2 billion in assets to model portfolios; recommended trading strategies to efficiently control transaction cost, risk and turnover, utilizing pre-trade TCA analysis and trade optimization tools. Show less



MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra)

• Berkeley, CA & New York, NY

• Account Executive, Equity Trading Services, BARRA Inc.

  • 1992 - 1998

  • Marketed BARRA’s quantitative portfolio analytics to US-based hedge funds and broker-dealers. • Increased business unit’s revenue run rate to $5.3 million from $1.3 million over last three years (160% annual growth rate covering approximately 35 accounts), exceeding plan in each year. • Managed sales and client service team of four people. • Marketed BARRA’s quantitative portfolio analytics to US-based hedge funds and broker-dealers. • Increased business unit’s revenue run rate to $5.3 million from $1.3 million over last three years (160% annual growth rate covering approximately 35 accounts), exceeding plan in each year. • Managed sales and client service team of four people.