Managing Director

• Apr 2006 - Present

Functioned as the Subject Matter Expert (SME) for equity operations and trading processes. In this role, I managed and drove day-to-day International Equities processes. I successfully developed processes for trade confirmation, reconciliation, fail management, and sales blotter recording for non-US equity trades. 𝙈𝙮 𝙎𝙞𝙜𝙣𝙖𝙩𝙪𝙧𝙚 𝘾𝙤𝙣𝙩𝙧𝙞𝙗𝙪𝙩𝙞𝙤𝙣𝙨 𝙄𝙣𝙘𝙡𝙪𝙙𝙚: • Managed the firms risk relating to non-US equity transactions while composing and facilitating daily reports to the partnership. • Boosted / developed team members' knowledge of market practices, business protocols, and settlement systems utilized by the firm. • Assured the team's high sensitivity to customer needs / requirements regarding trade reporting and providing specialized services to various clients and portfolio managers. • Created processes to support Outsource Trading and all related operations functions.