Experience

BTIG

• United States
• Financial Services
• 500 - 600 Employee

• Director - Electronic Trading

  • Jan 2023 - Present

• Senior Vice President - Electronic Trading

  • Apr 2018 - Jan 2023



Thomson Reuters

• Canada
• Software Development
• 700 & Above Employee

• Trade Execution Services

  • May 2014 - Mar 2018

  Client relations and execution services for prime brokers, hedge funds and broker-dealer clients. Charged with relationship management, trading support, FIX, onboarding, training, problem resolution, and business growth. • Managed client relationships to both ensure client satisfaction and maximize revenue potential • Performed in depth product training of Thomson Reuters REDI product suite including front-end software features, back office functionality, start and end of day trade processing and order entry • Provided frontline trade support for all client related communication, software problem resolution and management • Conducted outbound calls to engage clients, demo product offerings and investigate opportunities for business growth • Managed FIX drop copy onboarding, connectivity, certifications and ongoing maintenance • Gathered requirements for client on-boarding and trading environment build-out to ensure successful product implementation • Consulted with development team on new feature requests, bug fixes, design, testing and implementation Show less



Bank of America Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Vice President - Global Execution Services

  • Feb 2007 - Apr 2014

  Responsible for the overall implementation and client support of InstaQuote’s front end and back office software based trading applications. • Act as both Tier 1 and Tier 2 support for Hedge Fund, Institutional, Prime and Broker Dealer Clients • Work as liaison between client and exchange for any trade related inquiries, disputes and/or adjustments • Implement client FIX drop copies for trade processing, risk monitoring and order management • Responsible for writing, designing and producing release notes for all new InstaQuote software releases • Provides clients with value-added advice and quick resolutions of time-sensitive issues • Handle incoming phone and email request for technical assistance from clients experiencing problems with trading platform, networking, and other computer-related issues • Perform product demonstrations of both front end and back office applications • Test and provide sign-off on new and existing software released to clients Show less



RushGroup Technologies

• Dallas/Fort Worth Area

• Director of Business Development and Product Management.

  • Jun 2006 - Feb 2007

  Tasked with new client acquisition, business development, support, training and product management of RushGroup’s C++ and web based product suites. • Called upon targeted broker-dealers to introduce products, services and initiate relationships to outline possible strategic business alliances • Designed specifications and functionality for RushGroup’s highly ranked (4-Stars by Barron’s Broker Review) front-end features • Managed front-end changes to increase usability and expand market share by incorporating institutional, retail and educational product features • Coordinated new software releases and updates with client broker-dealers to ensure appropriate communication to both the client broker-dealer and their customers Show less



RushTrade Securities, Inc

• Dallas/Fort Worth Area

• Sales Manager

  • Jun 2005 - Jun 2006

  Managed RushTrade’s retail sales department, business development, sales/marketing literature, web design, client satisfaction, and negotiation of all pricing structures for new and existing clients. • Supervised the performance of software sales representatives charged with new client acquisitions • Set sales quotas and tracked employee performance through weekly/month reporting and an ongoing review process • Opened and managed more than 50% of all new accounts each month • Created and managed pay-per click advertising via Google, Overture and others • Engineered pricing models and break-points for retail commissions and software fees • Developed sales campaigns and strategies, utilizing a free online software simulator to generate leads Show less



RushTrade Securities, Inc.

• Dallas/Fort Worth Area

• Software Sales Representative

  • Dec 2002 - Jun 2005

  Responsible for the acquisition of new trading clients, product demonstrations, trading of accounts, and technical support. • Leading sales representative in both number of accounts and revenue generated • Brought in over 26.8 million in assets while in the sales position • Generated over 90k per month in commission generated revenue for RushTrade Responsible for the acquisition of new trading clients, product demonstrations, trading of accounts, and technical support. • Leading sales representative in both number of accounts and revenue generated • Brought in over 26.8 million in assets while in the sales position • Generated over 90k per month in commission generated revenue for RushTrade



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Equity Trader

  • Nov 2000 - Dec 2002