Experience

Point Five Ventures Inc

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Managing Partner

  • Jan 2010 - Present

  Menlo Park, California Provided guidance and project management expertise across various corporate business infrastructure development, process architecture and re-engineering project initiatives. Drove strategic efforts to define and construct innovative product attributes and service profile/pricing dynamics. Assessed and developed technology and operational process framework, organizational and financial structures, competitive positioning and go-to-market strategies.



Natixis Corporate & Investment Banking

• France
• Financial Services
• 700 & Above Employee

• Vice President, Head of Separate Account Trading Operations

  • Nov 2007 - Dec 2009

  San Francisco Bay Area, CA Managed all aspects of the firmís $15B (AUM) best-of-breed managed asset (SMA/UMA) platform's trading and portfolio administration related activities.



Moneycorp

• United Kingdom
• Financial Services
• 400 - 500 Employee

• Lead Advisor & Acting Chief Operating Officer

  • Jun 2006 - Mar 2007

  London, United Kingdom Led TTT Moneycorp’s digital FX/derivatives trading business platform development initiative from inception to exit (acquired by the Royal Bank of Scotland).



BrokerageAmerica, Inc.

• United States
• Financial Services

• Co-Founder, President & Chief Operating Officer

  • Nov 2000 - Apr 2005

  New York, NY Responsible for business model development, complex financial planning, key vendor selection, contract/deal negotiation, staffing, technology and operational process risk and performance management, and overall strategy of nationally branded, multi-channel securities brokerage and wholesale OTC trading firm from start-up to 100 staff across five locations, making markets in 7,000 issues, generating roughly 200,000 daily transactions equating to ~ $50MM in annual revenue.



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Vice President, E-Commerce (Digital Private Banking)

  • Oct 1999 - Oct 2000

  New York, NY Managed core elements of high-profile ($250MM) new business strategic development project initiative. Responsible for strategy, coordination and implementation oversight as a founding project office team participant.



E*TRADE from Morgan Stanley

• Financial Services
• 700 & Above Employee

• Manager, Trading & Capital Markets

  • Feb 1996 - Sep 1999

  San Francisco Bay Area Responsible for managing trading operations supporting 100,000 daily trades and roughly $1B in associated annual revenue.



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Senior Trader

  • 1991 - 1996

  Dallas, TX Supervised a fifteen-member group of stockbrokers. Primary responsibilities included training and development, coaching, trade supervision, risk management, and administration of daily team operations.