Experience

Wall Street Horizon

• United States
• Financial Services
• 1 - 100 Employee

• Program Manager

  • Jan 2023 - Present

  Managing Wall Street Horizon's Corporate Event Data via IBKR's TWS API, see details here: https://www.wallstreethorizon.com/interactive-brokers



Capco

• United Kingdom
• Financial Services
• 700 & Above Employee

• Wealth Management Consultant

  • Apr 2021 - Jan 2023

  New York City Metropolitan Area



Interactive Brokers

• United States
• Financial Services
• 700 & Above Employee

• Project Manager - Brokerage Operations & Sales Support

  • Oct 2018 - Apr 2021

  - Identify institutional client project goals, propose deliverable solutions and oversee the implementation of an executable solution. - Lead high level projects related to client integration, new product offerings and system-wide enhancements. - Manage onboarding of all third-party trading and reporting services offered through the IBKR Web API platform. - From Jan ‘18 – Apr ‘19 increased 3rd Party Web API providers by +50% and client account connections by +400%. - Develop… Show more - Identify institutional client project goals, propose deliverable solutions and oversee the implementation of an executable solution. - Lead high level projects related to client integration, new product offerings and system-wide enhancements. - Manage onboarding of all third-party trading and reporting services offered through the IBKR Web API platform. - From Jan ‘18 – Apr ‘19 increased 3rd Party Web API providers by +50% and client account connections by +400%. - Develop customized solutions for qualified institutional prospects in the sales process.

• Hedge Fund Services

  • Sep 2015 - Sep 2018

  - Advised top 500 hedge fund clients on execution strategies and platform capabilities for all asset classes globally: Equities, Options, Futures, Future Options, Leverage FX, Fixed Income. - Resolved time-sensitive client issues involving order execution disruptions, margin violations, stock loan issues, corporate actions, trade settlement and securities/funds transfers. - Engaged buy-side traders, portfolio managers, and quantitative programmers on all account management solutions… Show more - Advised top 500 hedge fund clients on execution strategies and platform capabilities for all asset classes globally: Equities, Options, Futures, Future Options, Leverage FX, Fixed Income. - Resolved time-sensitive client issues involving order execution disruptions, margin violations, stock loan issues, corporate actions, trade settlement and securities/funds transfers. - Engaged buy-side traders, portfolio managers, and quantitative programmers on all account management solutions resulting in new asset inflows to the firm and increased revenue opportunities.



Kaplan

• United States
• Education Administration Programs
• 700 & Above Employee

• SAT Instructor

  • Oct 2014 - Sep 2015

  - Lead students through rigorous Kaplan curriculum and improved SAT scores across all classes. - Prepared engaging lessons and elicit student responses to most effectively improve student performance. - Served as a mentor to students following course completion, providing guidance on a range of matters including the college application process.



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Representative

  • Jun 2014 - Sep 2014

  White Plains As a Financial Representative with Northwestern Mutual, I worked with clients to create suitable financial plans for their future goals. I put first the needs and future needs of my clients using a combination of excellent financial products and services. My planning covered everything from estate planning, to risk management and retirement planning.



Legend Securities, Inc.

• Summer Intern

  • May 2013 - Aug 2013

  • Supported management staff with daily duties such as: contacting clients, administration tasks and managed office supplies. • Built new relationships with potential customers through direct outreach • Secured information of potential new business looking to expand their worth in the marketplace