Sami Khan

Chief Technology Officer at Halo Investing
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Contact Information
us****@****om
(386) 825-5501
Location
Chicago, Illinois, United States, US

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5.0

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Tess Hartigan

Sami is an incredible technologist, innovator, leader, and coworker. I had the privilege of working with Sami for 8 years and he was one of my first managers. He balanced leading one of Belvedere's pivotal algorithmic teams with mentoring countless software engineers, product managers, quality assurance analysts, and support staff. Sami is the person who you want on your team-- he is passionate about vision, planning, and working on the right project; he can motivate the team to be excited about both new technologies and maintenance or refactors; he's an executor who uses data to quantify his results and drive next steps; he is the person that you can call at anytime to solve a critical issue and right the ship. Sami quarterbacked major company initiatives and partnered with traders to deliver the best solutions. Sami's company spirit and love of his job is palpable. He attended every company event and volunteered to participate in Belvedere's philanthropic causes. His teams have the best culture because Sami fosters trust, dedication, and success. Sami will have an enormous impact on any firm fortunate enough to have him.

Derek Brown

Sami is a respected manager, leader, and mentor. During his time at Belvedere, he led several development teams (often running multiple simultaneously). His dedication to his teams and to the company was unparalleled--he was always available and put all his energy into making the company and his teams successful. I had the pleasure of working directly for Sami on the electronic market-making team for 4 years. After I rotated to another team, he continued to be a mentor, colleague, and friend. He has left a lasting impression on myself and many others at Belvedere.

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Credentials

  • Securities Industry Essentials (SIE)
    FINRA
    Oct, 2018
    - Nov, 2024
  • Series 57 - (Securities Trader Representative Exam)
    FINRA
    Apr, 2017
    - Nov, 2024

Experience

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Chief Technology Officer
      • Jun 2022 - Present

      * Collaborate with the Halo Investing team to drive the vision of democratizing protective investments and the ecosystem to support them. * Assess business, product and engineering obligations, team structures, platform and delivery challenges and strategize the path forward. Spearhead fail fast based innovation, AI/ML initiatives, data analytics, automated testing and SaaS concepts. Champion a long-term Cloud Enterprise Architecture for scaling, reliability, innovation, and data platform. Facilitate evaluation of various technologies to bolster the business, platform, security and SDLC pipeline. Engage with various stakeholders globally for platform integration and client onboarding. Review and revise client/vendor engagement contracts. * Publish Engineering roadmap. Review existing Wealth tech platforms for synergies. Foster team alignment with OKRs. Catalog technical debt. Champion regular cadence for Product backlog grooming. Consolidate Enterprise IT solutions across various geographical business units and comply with regional regulations. Continuous push for transparency, visibility, and better communication across all departments. * Lead Organizational Development to scale by effectiveness, offering, structure, processes, culture and HRM. Introduce Enterprise Risk Management. Review pen testing, security initiatives and CISO candidates. * Review salaries and department expenses. Forecast annual tech budget. Draft proposal to extend offshore product and engineering team and initiate recruitment. Streamline roles, accountabilities, and metrics for effective team management. Formalize the support desk and feedback process. Oversee the resolution of major production issues. Show less

    • France
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Program Management Consultant
      • May 2021 - Apr 2022

      * Parachuted in to resolve collaboration and delivery between 4 distributed teams (onshore/offshore). * Engaged all stakeholders to bring the delivery program back on track and address the client’s concerns. * Analyzed and established formal SDLC workflows around Architecture review, Product grooming and QA. * Enforced processes to improve the quality of deliverables and reduced defect backlog. * Established delivery metrics, RACI matrix, and weekly sync-ups for any escalation and to minimize delays. Show less

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Partner, Director of Electronic Market Making Systems
      • Jan 2016 - Apr 2021

      * Directed the overall design, architecture, development, releases, operation, and compliance of the trading platform inclusive of Options Market Making, Electronic Eyes, Front-end Trading Applications, Execution Gateways, Market Data Feeds, Reference data, Smart order Routing, FPGA, and Compliance Monitors. DMA to options, futures, stocks, and crypto exchanges.* Managed and collaborated with a large group of engineers, Project and Product Managers, BAs, QAs, and stakeholders across teams to deliver on a continuous pipeline of direct revenue-generating initiatives. * Guided the vision, strategy, and roadmap for the firm. Fostered Organizational Development across the firm to unlock growth, accelerate innovation and continuous improvement. Implemented Enterprise Risk Management with all the relevant stakeholders.* Facilitated feedback loop and event driven data collection across software, hardware, OS, and network stack to gauge system performance, troubleshoot, adjust algorithm logic, monitoring, research, trade analysis, and data analytics.* Additional details of over 10 years of hands-on service available on request. Show less

    • Partner, EMM and Execution Systems Team Lead
      • Jan 2015 - Dec 2015

      * Embraced the EMS segment’s responsibility in addition to the OMS and found synergies (OEMS) in the software development and operation of Mass Quoting, Electronic Eyes, front-end Trading Applications, Execution Gateways, Market Data, Reference data, Smart Order Routing, and various hardware integrations.* Consulted with business and tech stakeholders to develop best practices in terms of API specifications, user-centered design for front-end trading applications, data normalization, and documentation.* Wore multiple hats in terms of Enterprise Architect, Business Analysis, Product Development, Program Management, Managed Service Providers, Vendor Management, and Technical Support. Show less

    • Electronic Market Making Systems Team Lead
      • Feb 2012 - Dec 2014

      * Owned the development, operation and support of the OMS segment including Mass Quoting, Electronic Eyes, Front-end Trading Applications and Compliance Monitoring. * Led the software engineering and roll-out of C++ low latency framework and migration of existing C# applications. Collaborated with hardware vendors for implementing solutions to improve the tick to trade path. This translated into millions of dollars in additional trade and edge capture.

    • Senior Software Engineer
      • Nov 2010 - 2012

      * Performed as a C# / C++ software engineer on Mass Quoting, Electronic Eyes, Front-end Trading Applications, synthetic price feeds as well as C++ low latency framework setup.

    • Senior Partner
      • Dec 2005 - Dec 2012

      * Developed and executed the business strategy and partnership that led to establishing a successful practice providing project management, staffing and IT services to multi-million-dollar companies. * Developed and executed the business strategy and partnership that led to establishing a successful practice providing project management, staffing and IT services to multi-million-dollar companies.

    • Canada
    • Banking
    • 700 & Above Employee
    • IT Solutions Developer / Team Lead
      • Apr 2002 - Oct 2010

      * Engineered dozens of components for a high frequency, low latency Order Execution and Routing system for in-house trading as well as external clients. * Leveraged C++, C#, SYBASE, SQL, MFC, ACE, BOOST, STL, TIBCO, MAMA API, WOMBAT, QuickFIX, MS Visual Studio, Eclipse, Star Team, Source Safe, Subversion and IBM Clear Case and Rational across a Windows, UNIX and Linux environment. * Engineered dozens of components for a high frequency, low latency Order Execution and Routing system for in-house trading as well as external clients. * Leveraged C++, C#, SYBASE, SQL, MFC, ACE, BOOST, STL, TIBCO, MAMA API, WOMBAT, QuickFIX, MS Visual Studio, Eclipse, Star Team, Source Safe, Subversion and IBM Clear Case and Rational across a Windows, UNIX and Linux environment.

    • Senior Software Engineer
      • Jul 2000 - Mar 2002

      * Built a trading platform that would provide a low latency and high volume trading system spanning multiple trading instruments, classes, and assets. * Collaborated with ThoughtWorks and Microsoft consultants to implement scalable processes as well as software and hardware solutions. * Leveraged C++, Visual C++, MFC, XML, FIX protocol, MS SQL, SYBASE, MS Advanced Data Center, Cruise Control, ANT, Star Team, Source Safe and Extreme Programming (XP) methodology. * Built a trading platform that would provide a low latency and high volume trading system spanning multiple trading instruments, classes, and assets. * Collaborated with ThoughtWorks and Microsoft consultants to implement scalable processes as well as software and hardware solutions. * Leveraged C++, Visual C++, MFC, XML, FIX protocol, MS SQL, SYBASE, MS Advanced Data Center, Cruise Control, ANT, Star Team, Source Safe and Extreme Programming (XP) methodology.

    • United States
    • Information Technology & Services
    • 200 - 300 Employee
    • Software Engineer
      • 1998 - 2000

      Developed a commercial newspaper publishing software with multi-lingual and multi-script capabilities primarily using Visual C++, ATL and COM. Developed a commercial newspaper publishing software with multi-lingual and multi-script capabilities primarily using Visual C++, ATL and COM.

Education

  • Bachelor of Science - BS, Computer Science
  • Ongoing dive into artificial intelligence, machine learning, Web3, cloud computing...

Community

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