Experience

SOLVE

• United States
• Financial Services
• 1 - 100 Employee

• Senior Vice President

  • Sep 2016 - Present

  Responsible for product vision shaping and development, growth initiatives, financial and risk modeling, and product development that leverage the industry's largest collection of real-time fixed income market price data. Solve is the market leader in message parsing technology, and provider of the industry's largest aggregated market price dataset across fixed income markets. Our flagship product, SolveQuotes, leverages market data parsed in real-time from client's pricing messages using the industry's leading parsing technology. Solve also supplements our client's parsed messages with our vast collection of partner contributed market price data in one powerful user interface, API, FTP or FIX feed. Solve focuses on all areas of the fixed income market, including loans, corporate bonds, structured products, municipal securities and CDS. For more information or for a free trial, visit www.SOLVEfixedincome.com. Show less



Bloomberg

• United States
• Financial Services
• 700 & Above Employee

• Global Head of BVAL's GSAC Business

  • May 2010 - Jul 2016

  Head of Bloomberg's BVAL - GSAC ( Government, Supranational, Agency & Corporate Bonds) Fixed Income Valuation Business. Led vision creation and development of BVAL's GSAC evaluated pricing business, including building very sophisticated financial pricing and risk models to build a leading next generation evaluated pricing business. Managed the product roadmap and day-to-day operations of of the global GSAC team. Spearhead strategic development of sophisticated financial pricing models and drove strategic direction within the BVAL division of Bloomberg. Accomplishments include development and project leader of the Syndicated Loan Pricing Model, HY Bond Pricing Model, Risk Rating Models and many other pricing models developed within BVAL. Led GSAC team in pricing esoteric securities which enabled Bloomberg to successfully acquire the Barclay's Index business (BRAIS) and corresponding BVAL price adoption. Significant client exposure and seminar/conference presentation experience including on average over 20 client touches per month. Show less



Hart Sachs Capital Partners

• Principal

  • 2009 - 2010

  Founding member of alternative asset management firm focused on high yield corporate credit. Generated trade ideas using extensive fundamental credit analysis and technical quantitative analysis on leveraged loan, bond and credit derivative instruments for potential investment based on relative value and total return metrics. Founding member of alternative asset management firm focused on high yield corporate credit. Generated trade ideas using extensive fundamental credit analysis and technical quantitative analysis on leveraged loan, bond and credit derivative instruments for potential investment based on relative value and total return metrics.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• VP

  • 2006 - 2008

  Proprietary loan trading. Responsible for long/short and relative value and derivative strategies across the Telecom, Technology, Business Services, Consumer Products, Finance and Insurance Industries. Created sophisticated financial, loan pricing and relative value models to automatically determine buy/sell hold recommendations. Proprietary loan trading. Responsible for long/short and relative value and derivative strategies across the Telecom, Technology, Business Services, Consumer Products, Finance and Insurance Industries. Created sophisticated financial, loan pricing and relative value models to automatically determine buy/sell hold recommendations.



Natixis Corporate & Investment Banking

• France
• Financial Services
• 700 & Above Employee

• VP

  • 2001 - 2006

  Identified, analyzed, prepared and presented high yield par and distressed investment alternatives in the credit sector. Identified, analyzed, prepared and presented high yield par and distressed investment alternatives in the credit sector.



BHF Capital

• AVP

  • 1997 - 2001

  Managed activities of a four member team of portfolio managers. Managed a portfolio of over 30 credits, including detailed credit analysis and custom modeling of start-up and leveraged companies culminating in buy/sell decisions. Created sophisticated risk-rating and projection models. Managed activities of a four member team of portfolio managers. Managed a portfolio of over 30 credits, including detailed credit analysis and custom modeling of start-up and leveraged companies culminating in buy/sell decisions. Created sophisticated risk-rating and projection models.



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• AVP

  • 1996 - 1997

  Analyzed companies in various industries for potential corporate finance banking opportunities. Analyzed companies in various industries for potential corporate finance banking opportunities.



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Analyst

  • 1994 - 1996

  Completed 3 month financial analyst training program. Analyzed various media and telecom companies for potential corporate finance, M&A, private placement and merchant banking opportunities. Completed 3 month financial analyst training program. Analyzed various media and telecom companies for potential corporate finance, M&A, private placement and merchant banking opportunities.