Experience

Conventus Capital LLC

• United States
• Financial Services
• 1 - 100 Employee

• Director of Operations

  • Jul 2013 - Present

  Oversee and assist in P&L reconciliation and all settlements for family office of 18 traders dealing in options, futures, bonds and domestic and international equity trading Facilitate all office operations including vendor accounts, data providers, on and off boarding of traders Continuously audit data providers for redundancies and manage active users resulting in cost savings Liaise with prime broker and all counterparties regarding firm accounts Oversee and assist in P&L reconciliation and all settlements for family office of 18 traders dealing in options, futures, bonds and domestic and international equity trading Facilitate all office operations including vendor accounts, data providers, on and off boarding of traders Continuously audit data providers for redundancies and manage active users resulting in cost savings Liaise with prime broker and all counterparties regarding firm accounts



Freimark Blair & Co.

• Upper Saddle River, NJ

• Equity Trader

  • Aug 2011 - Jul 2013

  Trade stocks, options and currencies internationally and domestically for institutional clients Utilize algorithms when advantageous to client’s execution strategy Created and write daily market piece summarizing current picture, important global news focusing on Emerging and Frontier market space and noteworthy articles Handle operations and settlements for equity and fixed income trades Trade stocks, options and currencies internationally and domestically for institutional clients Utilize algorithms when advantageous to client’s execution strategy Created and write daily market piece summarizing current picture, important global news focusing on Emerging and Frontier market space and noteworthy articles Handle operations and settlements for equity and fixed income trades



Tiedemann Investment Group

• United States
• Investment Management
• 1 - 100 Employee

• Emerging Markets Equity Trader

  • Aug 2007 - Apr 2011

  Traded stocks, options and currencies internationally and domestically for a long/short Emerging Markets hedge fundExecuted program rebalancing trades as dictated by cash inflows/outflowsCoordinated daily with four prime brokers on allocations of trades across five accountsSourced share borrows from multiple prime brokers for availability and costUtilized broker relationships in US and foreign markets for liquidity, market color, news flow and daily researchResearched news, data and technical charts to identify potential investment opportunitiesWrote morning and evening dailies on Emerging Europe and Americas to keep overseas team informed Show less

• Assistant/Trading Assistant

  • Feb 2005 - Aug 2007

  Uploaded trades to order management systemReconciled fund level P&L with accountingCoordinated settlement of all fund trades with Operations/Middle OfficeTraded foreign exchange to settle cash equity trades and hedge positions Allocated trades based on capital between subaccountsScheduled meetings and travel for Portfolio ManagerCompiled research for company meetingsSubmitted money wires for payment of trades and interestResearched and amended trade breaks and settlement issues Show less



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Sales Assistant

  • Jul 1999 - Feb 2005

  Supported 10 salespersons in New York, providing client backup, access to research and scheduling information Managed the schedules of Merrill Lynch analysts and corporate managements visiting the U.S. Organized conferences in New York, scheduling group presentations and individual meetings for companies and clients attending Supported 10 salespersons in New York, providing client backup, access to research and scheduling information Managed the schedules of Merrill Lynch analysts and corporate managements visiting the U.S. Organized conferences in New York, scheduling group presentations and individual meetings for companies and clients attending