Head Of Business Operations & Analytics

• Jan 2014 - Present

Launched a new role focused on strategic creation and management of operational frameworks (SOPs, systems, team) and enterprise data governance and structure. • Inform strategic planning through creation and delivery of actionable insights and meaningful revenue data reports, including forecasting, trends, analysis, and charting, for 16 Lines of Business.• Onboard and lead nine-person team in activities surrounding data reconciliation, analysis, and operational improvement.• Drive company success as SME and point of contact for all enterprise data needs; partner with executive leadership to enable development of data-driven business & risk mitigation strategies. • Align division activities with organizational goals/needs by working closely with cross-functional teams.• Mitigate risk by implementing review processes and controls to ensure compliance with regulations and best practices surrounding data management, integrity, and security.• Design and direct continuous improvement initiatives to establish scalable solutions that reduce inefficiencies, enhance growth, and elevate business performance.• Oversee data management and operations systems, leading solution selection/creation, vendor relationship management, and contract negotiation. Currently serve as Project Sponsor for CRM. • Maximize organizational profitability through meticulous management of venue analysis, vendor contracts/services, and HR processes.Select Achievements• Enhanced order prioritization for traders, boosted trading efficiency, and reduced necessary workforce after creating virtual assistant dashboard (IOI). Steer annual feature improvements in collaboration with vendor.• Successfully launched new revenue attribution system after leading platform creation and implementation to support rapidly growing division. Show less

Institutional Equity Sales & Position Trader

• Jan 2004 - Jan 2014

Served as functional Technical Analyst (CMT Level 1), identifying and interpreting market trends to optimize trading strategies based on key indicators and patterns.• Positioned BTIG as customer-focused provider by cultivating robust relationships and maintaining open communication with Institutional Clients, ensuring tailored approaches to address specific business needs.• Enabled data-driven decision making by designing and updating detailed charts, emphasizing key price trends, volumes, and pivotal technical indicators.• Maintained strong working knowledge of global markets, continually leveraging industry knowledge and relationships to maximize client benefit/performance in all aspects of equity and trade. Show less

Equity Trading Assistant

• Sep 1999 - Sep 2003