Founder

• Jan 2021 - Present

Aureate Capital LLC offers securities through Stonehaven, LLC, a Member of FINRA/ SIPC Aureate Capital LLC offers securities through Stonehaven, LLC, a Member of FINRA/ SIPC

Consulting CFO

• Mar 2019 - Present

Options Strategist

• Jan 2018 - Jun 2021

Finance

• Jan 2017 - Dec 2018

MyRespects is a free, socially integrated platform, connecting a crowd-gifting advocate with a community of donors and local service providers. MyRespects is unique, focused entirely on end of life expenses. MyRespects is a free, socially integrated platform, connecting a crowd-gifting advocate with a community of donors and local service providers. MyRespects is unique, focused entirely on end of life expenses.

Managing Partner

• Jul 2010 - Jan 2015

Launched and managed Shibui Capital Fund Focus on trading Index/ETF correlation, volatility pairs, volatility term structure, equity earnings plays Manage all areas of business, risk management, trading tool development and implementation, quantitative analysis Designed and built various market scanning tools and databases: Trade screening: Real-time implied correlation, skew, earnings events scanner, term structure forward volatility, volatility pairs Historical analysis: Relative value analysis, historical vs. realized correlation, volatility pairs, earnings moves Show less

Portfolio Manager

• Nov 2004 - Mar 2010

Core strategies revolved around relative value volatility arbitrage Traded and managed the Technology and Industrial sectors: relative term structure trades, relative skew, volatility pairs, earnings plays Index/ETF correlation: traded single sector ETF correlation and larger index correlation as part of the firm's book Broker management: negotiated rates, liquidity sourcing, dispute resolution, commission tracking and analysis Managed firms qualitative research Analytics and tool development: worked closely with IT/Quant group Member of risk management group: developed and maintained firm's risk limit methodology Show less

Proprietary Trader

• Jul 2003 - Mar 2004

Traded domestic equity securities Primarily relied on event driven strategy and dealer flow Responsible for investment idea generation and maintaining sell side relationships Traded domestic equity securities Primarily relied on event driven strategy and dealer flow Responsible for investment idea generation and maintaining sell side relationships

Vice President

• Aug 1997 - May 2003

Traded the NYSE Listed Healthcare trading book Managed customer flow and block facilitation Traded the NYSE Listed Healthcare trading book Managed customer flow and block facilitation