Experience

Energy Professionals, LLC

• United States
• Oil and Gas
• 1 - 100 Employee

• Training Manager

  • Oct 2023 - Present



NTC - A Covius Solution

• United States
• Financial Services
• 100 - 200 Employee

• Vice President Sales and Client Relations

  • Nov 2020 - Oct 2023

• Vice President Client Services

  • Jan 2018 - Nov 2020

• A/VP Operations

  • Feb 2017 - Dec 2017



Unicore Capital Group

• Greater New York City Area

• Chief Investment Officer

  • Aug 2016 - Dec 2016



TradeStation

• United States
• Financial Services
• 700 & Above Employee

• Director of Sales

  • May 2015 - Jul 2016

• Account Services Coordinator

  • Jul 2011 - May 2015

• Service Representative

  • Mar 2010 - Jul 2011



Saratoga Prime Services

• Greater New York City Area

• Account Manager

  • Oct 2008 - Oct 2009

  I wrote a program to start a new Introducing Broker (mini-prime broker) company—this included: Signing deals with Goldman, JPM and Interactive Brokers. Finding office space, assigning jobs, set-up flow-lines and routing forms. Onboarding New Accounts: I was the central contact point for all incoming leads, handled all account paperwork, approval and account set-up. Client Services – I was the relationship manager for over 150 accounts. Office Management – I handled relations with all outside vendors, verified all income and bills and liaised with operations and IT depts. I was brought in to establish office procedures and cut expenses and to turn the office profitable through managing revs. I also opened over 150 accounts Show less



Taylor Execution Service

• Greater New York City Area

• Wire clerk/Assistant Floor Manger

  • Oct 2005 - Oct 2008

  I was head of Business Development--responsible for training staff, writing programs. I negotiated mergers and take-overs. Floor Manger – I oversaw staff production, handled payroll, billing and receivables and handled compliance (SEC and FINRA.) Wire clerk – managed client relations, took orders (buy and sell orders from clients) and managed brokers execution. Over this time I built a business of 3 staff, to 11 staff and increased the revs by over 10 times. I was head of Business Development--responsible for training staff, writing programs. I negotiated mergers and take-overs. Floor Manger – I oversaw staff production, handled payroll, billing and receivables and handled compliance (SEC and FINRA.) Wire clerk – managed client relations, took orders (buy and sell orders from clients) and managed brokers execution. Over this time I built a business of 3 staff, to 11 staff and increased the revs by over 10 times.



HUMANITARIAN AND DISASTER RELIEF

• Organizer

  • Sep 2001 - Sep 2005

  Prior to working on Wall Street I held a number of jobs, worked in a variety of fields, including volunteer humanitarian and disaster relief. The major ones were: Hurricane Katrina—September 2005 In the wake of hurricane Katrina, I went to Louisianan and Mississippi as a volunteer in the disaster relief. I set up food lines, suppliers and a fleet of trucks that went into areas without power to help bring food, supplies and counseling to areas without resources. September—October 2001—Volunteer and disaster relief at Ground Zero in the WTC Cleanup I took time from my job to work full time at Ground Zero as an extension of my work in humanitarian effort. During the clean up after 911 I helped organize hundreds people that came to volunteer their time and skills to the clean-up efforts. We set-up food stations, dressing rooms, a place for the workers to sleep, established supply lines as well as rooms for counseling and medical attention, all within 100 yards of the pile. I organized people to work the bucket-lines removing rubble. I worked with fire captains and police chiefs. Additionally, I was thanked by the Governor of NY for the work we did. After the cleanup, I worked with 3, or 4, different ministers in the NY area and spoke at their services about the work that we did Show less