Bio
Credentials
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Licenses
FINRA
Experience
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Trading Technologies
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New York, United States
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Senior Consulant
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2024 - Present
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New York, United States
Advisor with a focus on US derivatives markets
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Crescendo Markets LLC
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New York City Metropolitan Area
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Markets Specialist
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Sep 2023 - Present
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New York City Metropolitan Area
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JKBX (Jukebox)
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New York
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Senior Advisor
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Jun 2023 - Present
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New York
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Senior Consultant
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Jan 2023 - Feb 2024
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Oasis Pro Markets
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New York City Metropolitan Area
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Senior Vice President and Head of Sales
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2021 - Feb 2023
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New York City Metropolitan Area
Oasis Pro Markets LLC is a broker dealer and the first US-regulated multi-asset alternative trading system (“ATS”) authorized to allow its subscribers to trade digital (“blockchain”) securities and make payment for those digital securities in digital cash.
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Head of Clearing Products and Strategy
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2017 - 2021
Built new business line at leading fintech SaaS for equities, options, futures, ETFs and indices:■ Responsible for the strategy, innovation, product design, research, customer engagement and sales implementation■ Key liaison between product development and clients■ Partnered with regulators and b...
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MGE Advisors
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New York
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Founder
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2016 - 2017
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New York
Retained by start-ups, banks and hedge funds, provided counsel to wide range of financial institutions; clients included: ■ Gradvisor- 529 college savings plan expert■ SenaHill Partners- Fintech investment bank■ Orchard Platform- Tech and infrastructure provider for marketplace lending■ Black Ox ...
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Professional Trading Solutions
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Greater New York City Area
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Chief Strategy Officer
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2014 - 2017
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Greater New York City Area
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Potamus Trading LLC
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Greater Boston Area
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Director
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2014 - 2017
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Greater Boston Area
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President
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2014 - 2017
Recruited to turn around stock and options day trader broker; drove firm from negative position to profitable within first 3 months, reversing declining revenues, stabilizing and growing brokerage business, and launching value-add offerings
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Apex Clearing
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New York, NY
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Senior Advisor
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2012 - 2014
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New York, NY
Hired to turn around unprofitable operations for global financial industry clearing, settlements and tech services company; developed new business model, divesting revenue-draining clients and restoring equilibrium with customers
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President US Operations
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2010 - 2012
Recruited to reimagine and run technology-based brokerage services, trading equities and options company supporting money managers, hedge funds and dealers
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Head of ISE Stock Exchange
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2006 - 2009
Brought on to develop and launch fully electronic competitive stock exchange; realized company sold for 4 times initial evaluation■ Set strategic priorities, led technology, sales, and marketing for innovative platform■ Established and managed budget with full P&L responsibility ■ Member of I...
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Senior Vice President
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2003 - 2006
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Director
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1996 - 2002
Recruited to establish presence in Asia, Europe and US for international financial services company; built global network with centers in Hong Kong, Sydney, London, Zurich, Chicago, and NY servicing mutual funds, corporations, pension funds, insurance companies, and hedge funds
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Principal
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1990 - 1996
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Education
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Northwestern University
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