Bio
Credentials
-
Foundations of Business Strategy
Coursera Course CertificatesFeb, 2021- Apr, 2026 -
Market Regulation Certificate
CME GroupJan, 2021- Apr, 2026 -
Python Functions, Files, and Dictionaries
Coursera Course CertificatesJan, 2021- Apr, 2026 -
C for Everyone: Programming Fundamentals
Coursera Course CertificatesDec, 2020- Apr, 2026 -
Python Basics
Coursera Course CertificatesDec, 2020- Apr, 2026 -
MBA Essentials
University of Minnesota - Carlson School of ManagementNov, 2020- Apr, 2026 -
Series7
FINRA
Experience
-
X Cubed Capital Management
-
Minneapolis, Minnesota, United States
-
Director of Options and Equities
-
Feb 2022 - Present
-
Minneapolis, Minnesota, United States
-
-
-
Solcana Fitness & Wellness
-
Minneapolis, Minnesota, United States
-
Senior Business Partner, Controller & Chairperson of the Board
-
Jun 2014 - Present
-
Minneapolis, Minnesota, United States
As a BUSINESS PARTNER in this woman owned business, I created, developed, and implemented the business plan for Solcana Fitness, LLC. Successfully building a thriving fitness community achieving year over year revenue GROWTH of 10-20%. * Resilient & innovative in surviving forced shutdowns and changes to our business as a result of the COVID-19 pandemic.* Innovate and execute STRATEGY for HIRING and the FOCUS for the future of the business operations. * As CONTROLLER, I compile and maintain accounting data and reports. * Prepare and procure an annual budget. * Maintain accurate accounting records, and actively identify and reconcile errors and variances. * Payroll processing & Credit Card Processing.* Bank reconciliations and documentation. Financial REPORTING and FORECASTS.* Ensure vendor invoices are paid in a timely manner and prepare and enter monthly journal entries.* Maintain the chart of accounts and RECONCILE accounts & calculate and enter monthly sales and filing sales tax.* Forecasting, maintenance, and controls of business FINANCIALS and OPERATIONS.* Solcana strives to make an impact on people's HEALTH and WELL-BEING. Promoting physical, nutritional, mental, and emotional health.* Accomplishments: Solcana Fitness was named City Pages Best Gym in the Twin Cities for 2017 and 2019.
-
-
-
Self-employed
-
Silver Lake, Minnesota, United States
-
Farm Owner & Operator
-
Apr 2012 - Present
-
Silver Lake, Minnesota, United States
OWNER & OPERATOR of a 117 acre farm in Central Minnesota* Responsible for best-management practices of farmland, grasslands, waterway, and woodlands.* Negotiate rental contract with renter who farms the land in a rotation of Corn & Soybeans.* Developed a rental contract that provides a variable rate rent to benefit the landowner & renter.* Manage the loan payments, loan contract, and property taxes.* Manage and hire contractor for tiling of land for proper drainage to promote better yields on the land.
-
-
-
Lumen Strategic Funds
-
Los Angeles, California, United States (remote)
-
Partner
-
Apr 2021 - Dec 2021
-
Los Angeles, California, United States (remote)
As a Partner, Senior Portfolio Manager and Head of Risk at Lumen Strategic Funds, I am responsible for the risk management of our two Funds. Lumen focuses solely on options and derivatives strategies to generate returns. I am also providing focus for client engagement and raising capital.
-
-
-
-
Director of Trading, Commodity Trader, ETF & Equity Trader
-
Jan 2012 - Dec 2020
As TRADING DIRECTOR, I created, developed, and managed Citi's precious metal, soft, and agriculture option market making and semi systematic groups trading future, equity, and ETF futures & options. Acting as Head Trader of those products, I made an impact expanding the group each year through hiring and moving into new markets.* A LEADER and Head of Trading who directly managed the daily activities and performance metrics for a team of five traders in three separate locations. Implemented mentoring, goal setting, and coaching for my team striving to collaborate.* An INNOVATOR who created strategies & efficiencies in the execution of future options & equity options.* Traded derivatives in WTI crude, BRENT crude, products, NATURAL GAS, GOLD, SILVER, CORN, SOYBEANS, SOYMEAL, SUGAR, COFFEE, single stock equities, gold miners, ETFs, Technology, IPOs, etc.* A DECISIVE PROBLEM SOLVER & RISK SPECIALIST who was responsible for managing the greeks and underlying risk of a market making and semi systematic trading book.* RISK MANAGER, PORTFOLIO MANAGER & ANALYST who quantified both the short-term & long-term dollar value of the risk exposure to movements in the underlying commodity, equity, ETF and/or their volatility.* DEVELOPER who used Excel & in house software to manage risk and option greek movement as well as curve alignment.* STRATEGIST & risk manager who sought out opportunities for arbitrage and proprietary derivative trades to capitalize on market volatility movement.* TRUSTED trader who ensured that all trades were done within SEC, NFA, and CFTC compliance rules and regulations.* RELATIONSHIP BUILDER who developed relationships at the CME, ICE, and dozens of brokerage firms for insight and trade execution.* Assisted in managing and maintaining Citi's electronic semi systematic trading platform and quantitative modeling.
-
-
Vice President, Options Trading
-
Jun 2006 - Dec 2011
* I executed energy trades with brokers and electronically. * Option Derivatives hedging and strategy. * I assisted in managing the energy derivative portfolio risk. * Performed equity index and equity derivative risk management duties.
-
-
Education
-
University of Minnesota
Master of Science - MS, Civil Engineering -
Gustavus Adolphus College
Bachelor of Arts - BA, Physics, Mathematics
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Finance”
Need a custom project? We'll create a solution designed specifically for your project.
References
Community