Experience

FinOptSys

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Director Of Business Development

  • Sep 2021 - Present

  New York, United States



Guggenheim Partners

• United States
• Financial Services
• 700 & Above Employee

• Managing Director

  • Apr 2018 - Aug 2020

  Greater New York City Area -Relationship Manager for the Macro Products Group. -Responsible for developing and cultivating Fixed Income relationships for the division including those with Hedge Funds, Municipalities, Mortgage Reits, Pensions, Banks and Agency Lenders.

• Director

  • Jun 2013 - Apr 2018

  New York, New York Fixed Income Sales and Trading



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Vice President

  • Mar 2010 - Jun 2013

  New York, NY Short Term Product Sales



Dresdner Kleinwort

• Investment Banking

• Vice President

  • Jul 2006 - Jan 2010

  - Established and facilitated new financing partnerships with several US based as well as International hedge funds and insurance companies, generating over 6 billion in new business - Significantly increased the P & L of the desk - Traded Corporate and Emerging Market Repo book - Provided levels, color, and daily contact with cash traders and clients - Managed the unwinding of the Whole Loan Mortgage and Credit Repo Portfolio, after Dresdner was acquired by Commerzbank


Network for Teaching Entrepreneurship
• Non-profit Organization Management
• 1 - 100 Employee
• Volunteer

  • 2000 - 2010


Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Associate

  • Jul 2002 - Jul 2006

  - Increased Corporate Repo P & L through a $15 billion matchbook in Tri-Party and Deliverables - Developed relationships with new hedge funds clients, focusing on their financing structures including Structured Repo, CDOs, TRS, and rehypothecatable Tri-Party - Covered firm's borrowing needs through overnight and negotiated term trades with securities lenders, dealers, and brokers. Developed and maintained relationships with Securities Lenders.


JP Morgan
• United States
• Radio and Television Broadcasting
• Summer Analyst

  • 2001 - 2001