Experience

Socium Fund Services
• United States
• Financial Services
• 1 - 100 Employee
• Chief Revenue & Strategy Officer, Americas

  • Feb 2023 - Present

Apex Group Ltd
• Pakistan
• Financial Services
• Head of Americas Business Development, Hedge Funds, Private Equity, Real Estate and VC

  • May 2019 - Feb 2023


HedgeServ

• United States
• Financial Services
• 700 & Above Employee

• Global Head of Business Development

  • May 2017 - Jun 2019

  I manage the sales effort to capture market share from competitor firms for both the Transition and New Launch verticals. I fostered a network of referring partners (Prime Brokerage consultants, professional services firms, and other secondary and tertiary providers to Hedge Funds, P/E and Family Offices. I manage the sales effort to capture market share from competitor firms for both the Transition and New Launch verticals. I fostered a network of referring partners (Prime Brokerage consultants, professional services firms, and other secondary and tertiary providers to Hedge Funds, P/E and Family Offices.



Broadridge Investment Management Solutions (Formerly "Paladyne")

• Senior Sales Director

  • Oct 2011 - May 2017

  I managed the Prime Brokerage referral channel at Broadridge Investment Management Solutions with a goal of selling Front and Middle Office, as well as Risk Management tools to hedge funds with AUM > 1BN. We enjoyed great success, and subsequent brand recognition improvement as a result of the teams' coordinated and deliberate Sales and Marketing efforts. I managed the Prime Brokerage referral channel at Broadridge Investment Management Solutions with a goal of selling Front and Middle Office, as well as Risk Management tools to hedge funds with AUM > 1BN. We enjoyed great success, and subsequent brand recognition improvement as a result of the teams' coordinated and deliberate Sales and Marketing efforts.



Cantor Fitzgerald

• United States
• Financial Services
• 700 & Above Employee

• Managing Director, Prime Services Sales

  • Oct 2009 - Sep 2011

  Part of the initial team that launched the Prime Brokerage business @ CF & Co. Target clients were large (>1BN) Multi Strategy Hedge Funds in the NYC/CT/NJ metro area. As a founding Partner, I was exposed and involved in both client acquisition as well as financial matters related to the operating business. Part of the initial team that launched the Prime Brokerage business @ CF & Co. Target clients were large (>1BN) Multi Strategy Hedge Funds in the NYC/CT/NJ metro area. As a founding Partner, I was exposed and involved in both client acquisition as well as financial matters related to the operating business.



Merlin Securities

• United States
• Financial Services
• 1 - 100 Employee

• VP, Sales

  • Nov 2008 - Oct 2009

  Merlin was a large introducing broker.(until it's subsequent acquisition by Wells Fargo) Here, I managed the flow of accounts that large, "big bank" Prime Brokers exited from their platforms. Merlin was a large introducing broker.(until it's subsequent acquisition by Wells Fargo) Here, I managed the flow of accounts that large, "big bank" Prime Brokers exited from their platforms.



UBS Investment Bank

• Investment Banking
• 1 - 100 Employee

• Executive Director - Prime Brokerage

  • May 2007 - May 2008

  Sr. Prime Brokerage Salesperson- I managed large, Mult-Strat relationships. These clients interacted with PB, Equity Finance, and Securities Lending. Part of this role entailed managing cross-bank relationships, helping hedge funds get access to resources not available via traditional PB. ( financing facilities, etc) Sr. Prime Brokerage Salesperson- I managed large, Mult-Strat relationships. These clients interacted with PB, Equity Finance, and Securities Lending. Part of this role entailed managing cross-bank relationships, helping hedge funds get access to resources not available via traditional PB. ( financing facilities, etc)



Bear, Stearns and Co

• Managing Director

  • Aug 1998 - May 2007

  My almost 10 year tenure @ BSC was a 60/40 split between Risk Management for Prime Brokerage and Prime Brokerage Sales and Marketing. I covered a large swath of both start-up as well as Billion - Dollar - Club hedge funds. My almost 10 year tenure @ BSC was a 60/40 split between Risk Management for Prime Brokerage and Prime Brokerage Sales and Marketing. I covered a large swath of both start-up as well as Billion - Dollar - Club hedge funds.



Bankers Trust

• United States
• Financial Services
• 400 - 500 Employee

• Assistant Treasurer - Equity Derivatives Trading

  • Mar 1998 - Aug 1999

  I worked in the Equity Derivatives Middle Office- our team supported a global derivatives portfolio of > 10 books, and a large exotic portfolio. We valued, funded and calculated risk on a multi-currency basis. Bankers Trust was soon thereafter acquired by Deutsche Bank. I worked in the Equity Derivatives Middle Office- our team supported a global derivatives portfolio of > 10 books, and a large exotic portfolio. We valued, funded and calculated risk on a multi-currency basis. Bankers Trust was soon thereafter acquired by Deutsche Bank.