Experience

Pinks and Greens

• United States
• Retail Apparel and Fashion
• 1 - 100 Employee

• Director of Client Experience

  • Sep 2013 - Dec 2014

  Florham Park, NJ



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Vice President

  • Aug 2012 - Apr 2013

  New York Global Futures and OTC Clearing Services Relationship Manager Provided sales and relationship coverage for top global Futures and OTC Clearing clients with a mandate to drive revenue and market share with existing clients. • Led weekly client visits and teach-ins on topics such as Dodd-Frank regulatory reform, DCS operations best practices, futures reconciliation and portal solutions • Owned futures rate negotiation process; performed impact analysis on global futures commission… Show more Global Futures and OTC Clearing Services Relationship Manager Provided sales and relationship coverage for top global Futures and OTC Clearing clients with a mandate to drive revenue and market share with existing clients. • Led weekly client visits and teach-ins on topics such as Dodd-Frank regulatory reform, DCS operations best practices, futures reconciliation and portal solutions • Owned futures rate negotiation process; performed impact analysis on global futures commission schedules to assure profitability • Partnered with clients to identify enhancements to futures portal that would be value add, then worked with technology and management to produce cost analysis and technology prioritization of the projects • Managed multi-region initiative to onboard clients to new Brazil Self-Clearing platform, coordinated with Management, Operations, Technology and regional sales groups to deliver resources and solutions to individual clients on new platform

• Vice President

  • Aug 2006 - Jul 2012

  New York International Equity Sales Trading Generalist; part of Goldman Sachs One Delta franchise sales force • Trusted to successfully capture, maintain and retain relationships with 20 high volume top US hedge funds and institutions. • Provided expert analysis of international market conditions, created daily trade ideas and market commentary focused on ADR and international cash and derivative stocks • Specialized in LatAm equity product execution; extensive trading knowledge to provide… Show more International Equity Sales Trading Generalist; part of Goldman Sachs One Delta franchise sales force • Trusted to successfully capture, maintain and retain relationships with 20 high volume top US hedge funds and institutions. • Provided expert analysis of international market conditions, created daily trade ideas and market commentary focused on ADR and international cash and derivative stocks • Specialized in LatAm equity product execution; extensive trading knowledge to provide clients with best-execution of cash, synthetic, and derivative trades on Brazilian, Mexican and Andean exchanges, including Bovespa futures • Represented sales trading on New Product Development Team for one-year build-out of GS Brazilian broker dealer (BRCT); worked with Head of International Trading to manage total client experience of trading with BRCT, including testing trades and monitoring execution process; leveraged Brazil’s local settlement team to create trade execution guide for US clients; partnered with Technology and Operations to build new processes for opening local Brazilian accounts • Identified work-flow process inefficiencies in Canadian trade flow and partnered with technology to resolve, resulted in reduction of over 50% of sales traders errors in this market

• Analyst

  • Jul 2002 - Jul 2006

  New York Global Operations Middle Office Senior Analyst, Equity Client Middle Office 2004 – 2006 • Team Leader of trade completion sub-group consisting of four analysts; oversaw daily trade processing responsibilities and ran weekly team meeting • Provided oversight of monthly metrics reporting to trading desks and Operations management; created new metrics based on business trends and desk needs • Collaborated with senior management to evaluate and allocate team functions between New… Show more Global Operations Middle Office Senior Analyst, Equity Client Middle Office 2004 – 2006 • Team Leader of trade completion sub-group consisting of four analysts; oversaw daily trade processing responsibilities and ran weekly team meeting • Provided oversight of monthly metrics reporting to trading desks and Operations management; created new metrics based on business trends and desk needs • Collaborated with senior management to evaluate and allocate team functions between New York and Bangalore, India, creating a new global Trade Completion team model • Contributed to procedure documents which ensured proper risk management and control in daily trade processing • Gained in-depth knowledge and understanding of international equity market fees, settlement processes and local market trading restrictions Analyst, Foreign Exchange Operations 2002 –2004 • Booked, verified and settled FX spot, forward, vanilla and exotic options and NDFs • Collaborated with project team to improve operational processes and effective risk management • Trained clients to use online trade portals