Founder/Instructor

• Jan 2016 - Present

CEO / Owner

• Nov 2012 - Present

Director Sales & Trading

• Nov 2005 - Apr 2013

Responsible for origination of customer flow, negotiation of terms, on-going relationship management. Responsible for maintaining state-of-the-art expertise and developments in technology and brokerage issues affecting prospective and existing clients. Responsible for origination of customer flow, negotiation of terms, on-going relationship management. Responsible for maintaining state-of-the-art expertise and developments in technology and brokerage issues affecting prospective and existing clients.

Managing Member / Founder

• Apr 2003 - Dec 2004

Fund of Funds / Marketing platform for emerging hedge fund managers. Focused on offsetting economic barriers to entry/success through co-location/co-marketing and delivering enterprise level scaled services to start-up hedge fund managers. Raised 65mm directly for affilated managers and raised 6.7mm for the FOF product. Responsible for sourcing, establishing and maintaining counterparty relationships with: client hedge funds, limited partner investors of FOF and affiliated HFs, operational resource vendors: legal, admin, audit, IT, etc., and managing organization.

Managing Member / Founder

• Jul 1998 - Apr 2003

Long/Short US Equity Hedge Fund- generated 300%+ cumulative return over the life of the fund and returned to investors upon wind-down. Peak AUM reached 31mm. Responsible for maintaining and directing vendor and client relationships, capital raising, and portfolio management. Long/Short US Equity Hedge Fund- generated 300%+ cumulative return over the life of the fund and returned to investors upon wind-down. Peak AUM reached 31mm. Responsible for maintaining and directing vendor and client relationships, capital raising, and portfolio management.

US Equity Proprietary Trader

• Feb 1998 - Apr 2003

Successful US Equity Proprietary trader. Generated net payouts in excess of 750k / annum. Successful US Equity Proprietary trader. Generated net payouts in excess of 750k / annum.

US Equity Trader

• Sep 1996 - Feb 1998

Successful proprietary trader. Managed/Trained 18 traders on desk. Focused on US publicly traded Oil Services and Engineering industries. Successful proprietary trader. Managed/Trained 18 traders on desk. Focused on US publicly traded Oil Services and Engineering industries.

Programmer Analyst

• 1991 - 1994