Experience

DASH Financial Technologies

• United States
• Capital Markets
• 1 - 100 Employee

• Director of Portfolio Trading

  • Jan 2018 - Present



Bloomberg

• United States
• Financial Services
• 700 & Above Employee

• Team Leader/Passive Quant Team

  • Aug 2016 - Nov 2017



Liquidnet

• United States
• Financial Services
• 300 - 400 Employee

• Head of US Trading Desk

  • Jul 2008 - Jul 2016

  Manager of Trading Desk - group of three sales traders who are responsible for both high-touch trading and sales-trading for Liquidnet members. Our team provides a high level of support and service to institutional clients using Liquidnet algo's - including strategy consultation, post-trade analytics and intra-day market color. Directly responsible for new sales of Liquidnet Trading Desk offerings to US institutional trading firms and public funds. Member of the Sales Management Team . Manager of Trading Desk - group of three sales traders who are responsible for both high-touch trading and sales-trading for Liquidnet members. Our team provides a high level of support and service to institutional clients using Liquidnet algo's - including strategy consultation, post-trade analytics and intra-day market color. Directly responsible for new sales of Liquidnet Trading Desk offerings to US institutional trading firms and public funds. Member of the Sales Management Team .



ITG

• Managing Director- Head of Portfolio Trading Desk

  • Feb 1997 - Jul 2008

  Managed trading desk for ITG agency portfolio trading (group was responsible for internal pre- and post-trade analytics, responsible for 100 + customer relationships, traded everything from single stocks to multi-day portfolio transitions. This group was also instrumental in selling and supporting proprietary front-end trading system and bringing in new trading accounts to the firm and was ranked as #1 agency portfolio trading desk by Greenwich Associates. Managed trading desk for ITG agency portfolio trading (group was responsible for internal pre- and post-trade analytics, responsible for 100 + customer relationships, traded everything from single stocks to multi-day portfolio transitions. This group was also instrumental in selling and supporting proprietary front-end trading system and bringing in new trading accounts to the firm and was ranked as #1 agency portfolio trading desk by Greenwich Associates.



Bankers Trust

• United States
• Financial Services
• 400 - 500 Employee

• Vice President - Passive Management Group

  • 1980 - 1997

  Portfolio trading desk managing domestic index funds, 1994 - 1997 head of trading desk with staff of 4 traders; responsible for trading equity and index futures for 80+ passively managed fund benchmarked to S&P, Russell and Wilshire indices. Managed in-house transitions and managed customer relationships. Portfolio trading desk managing domestic index funds, 1994 - 1997 head of trading desk with staff of 4 traders; responsible for trading equity and index futures for 80+ passively managed fund benchmarked to S&P, Russell and Wilshire indices. Managed in-house transitions and managed customer relationships.