Experience

DBi

• United States
• Financial Services
• 1 - 100 Employee

• Chief Operating Officer

  • Jul 2023 - Present

• Chief Compliance Officer

  • Aug 2022 - Present

• Director Of Operations

  • Jan 2021 - Jul 2023



Duff & Phelps

• United States
• Business Consulting and Services
• 700 & Above Employee

• Director

  • Jul 2018 - Jan 2021

  Provide investment-operations consulting, operational due diligence and compliance consulting services on a broad range of alternative investment strategies for public and private allocators and managers. Provide investment-operations consulting, operational due diligence and compliance consulting services on a broad range of alternative investment strategies for public and private allocators and managers.



Prologue Capital

• Investment Management
• 1 - 100 Employee

• Head of Treasury

  • Dec 2011 - Mar 2017

• Repo Trader

  • Jan 2006 - Mar 2017

  .

• Head of U.S. Operations

  • Dec 2005 - Mar 2010

  Built the operations infrastructure of an emerging fund, including trade flows, confirmations, reconciliations and valuations. Negotiated prime broker agreements, GMRA/MRA and ISDAs. Oversight and management of the build out of new office space in Greenwich and Miami.



Greenwich Capital Markets

• United States
• Financial Services

• VP of Operations

  • Mar 1998 - Oct 2005



Salomon Smith Barney Holdings Inc. (NYSE: SB)

• New York, New York

• Research Analyst

  • Aug 1997 - Feb 1998