Experience

LTX, A Broadridge Company

• United States
• Financial Services
• 1 - 100 Employee

• Director Client Relationship Management

  • Mar 2022 - Present



MarketAxess

• United States
• Financial Services
• 700 & Above Employee

• West Coast Sales

  • Jun 2018 - Jan 2022



Rip Tide Lacrosse

• San Francisco Bay Area

• Middle School Lacrosse Teacher

  • Feb 2017 - Feb 2019

  Head Coach for 7th and 8th grade boys lacrosse Head Coach for 7th and 8th grade boys lacrosse



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Institutional Investment Grade Credit Sales

  • May 2016 - May 2018

  Investment Grade Credit Sales for West Coast institutional accounts. I help with the designs and beta testing of new systems and processes in an effort to streamline daily tasks. I’ve developed a new analytical process to help track key market metrics in order to identify trends and irregularities.

• Trading Assistant

  • Apr 2013 - May 2016

  I cover all the traders for IG, HY, Short Term, and Asia. I have two primary functions; help mitigate the potential risks the traders can face and act as a liaison between the desk and all other parties. Daily interactions include sales, market risk, non-market risk, accounting, and external clients. My day to day includes, but is not limited to: solving P&L discrepancies, ensuring trade accuracy, fixing trade breaks, and monitoring the traders' risk to confirm accuracy.Highlights:I developed into a SME with trade support. I was transferred to NYC in May 2015 and worked directly on the desk.Responsible for the training of new hires.

• Analyst

  • Feb 2012 - Mar 2013

  Operations role for the sales desk. Main priorities included speaking to the client in order to ensure trade correctness, resolving trade breaks, ensuring timely settlement for trades, clearing balances, and the training of new hires. With my strengths in Excel, I also held major responsibilities in streamlining multiple high level projects. My first project was to design a report for all major metrics the firm wished to track for the FID sales desk. This report included all client balances, trade discrepancies, fails, and a possible timeline until the errors were resolved. This report would later be used as a base for other reports. My report enabled data to be summarized quickly and efficiently so senior management would be able to use the report for high level metric meetings.