Experience

Broadway Technology

• United States
• Software Development
• 1 - 100 Employee

• Head of Product

  • Jul 2021 - Present

  I lead the product vision, and strategy to evolve our software in a Product-Led company. I work with our customers to understand the needs electronic trading desks. We work in a very collaborative atmosphere where I lead the product team to work efficiently with development, making sure we hit our deliverables, and work effectively with our other teams by instituting product management processes. ► Leading our effort to expand into other fixed income classes to become a full, aggregated fixed income solution for electronic trading desks.



Bloomberg

• United States
• Financial Services
• 700 & Above Employee

• Global Fixed Income Product Manager

  • Aug 2014 - May 2021

  Steering the product vision, planning, strategies, and projects for all fixed income classes, I work with customers around the world to create product solutions. I am also the product owner of all procured fixed income and derivative data and lead 3 engineering teams in user interface development for terminal, back-end infrastructure, and databases. Keeping a pulse on evolving market solutions, I work with regulators globally and industry working groups. I also consult with every major bank in the world on an ongoing basis to help them leverage and normalize data produced from TRACE and MiFID II. ► I drove the LIBOR transition for fixed income, opening the door for millions of dollars in new revenue and a rapidly-growing pipeline of bank prospects. Efforts included the development of a product that synthesizes fallback language into files for sale, as well as the expansion of terminal functionality. ► Yielding millions of dollars in new sales revenue to date, I managed the migration of all MiFID fixed income and derivatives data to the Bloomberg platform and the build of a new aggregated MiFID data product. ► I pioneered a now industry-standard analytic, GOVY, to analyze the relative value of government bonds against a model yield curve.



ING Capital Markets LLC

• United States
• Investment Banking

• Director, Head of FICC North America

  • Jan 2011 - Aug 2014

  Hired to lead transformation in derivatives trading in Rates, FX, and Developed Market Credit, I steered e-commerce trading for the Americas and later, globally. Overseeing a trading team and 55 sales personnel around the world, I managed the only registered swap dealer under Dodd-Frank for all products with U.S. persons. ► I directed a critical project that brought the bank into global compliance with new Dodd-Frank trading and sales requirements by the regulation deadline, collaborating internally and with regulators to establish processes and policies. ► To bolster the bank’s competitive advantage in sell-side business, I drove the engineering of the e-commerce trading system for North America and the formation of the sales strategy and distribution. ► Halting trading desk losses and fueling dramatic growth for North America, I doubled the budget in the first year, consistently surpassed annual goals, and increased trader retention.



NAB

• Australia
• Banking
• 700 & Above Employee

• Director, Global USD Interest Rate Trading

  • Jul 2008 - Feb 2011

  Managing the global USD interest rate swap book with traders in London and Australia, I led institutional and proprietary trading strategies for swaps, options, cash, and futures. I oversaw USD interest rate curves for the global bank and ensured global USD product coverage. ► I took over a high-risk book of business, brought the risk down, and navigated the book through the financial crisis, avoiding potentially disastrous losses. Managing the global USD interest rate swap book with traders in London and Australia, I led institutional and proprietary trading strategies for swaps, options, cash, and futures. I oversaw USD interest rate curves for the global bank and ensured global USD product coverage. ► I took over a high-risk book of business, brought the risk down, and navigated the book through the financial crisis, avoiding potentially disastrous losses.



Bear Stearns

• New York, United States

• Managing Director, Fixed Income Derivatives, Swap Trading

  • Mar 2002 - Jul 2008

  As a market maker across the entire curve of USD interest rates to the largest market players, I headed the pricing and hedging of the customer swap flow. I also advised clients on trading strategies and provided market commentary firm-wide. ► I built out the trading desk’s full suite of risk tools, including model development and yield curve improvement. As a market maker across the entire curve of USD interest rates to the largest market players, I headed the pricing and hedging of the customer swap flow. I also advised clients on trading strategies and provided market commentary firm-wide. ► I built out the trading desk’s full suite of risk tools, including model development and yield curve improvement.



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Vice President

  • May 1998 - Jan 2002

  Equity Derivatives Trading Equity Derivatives Trading