Experience

smartXdata

• United States
• Data Infrastructure and Analytics
• 1 - 100 Employee

• Chief Executive Officer

  • Sep 2023 - Present



Carlisle Advisors

• Chicago

• Dairy Consultant

  • Jun 2019 - Oct 2023

  Dairy and Hemp Industry Consultant Dairy and Hemp Industry Consultant



Global Smart Commodity Group

• United States
• Financial Services
• 1 - 100 Employee

• Chief Executive Officer

  • Oct 2019 - Aug 2023



L.F.T. Financial Group

• Greater Chicago Area

• President / CEO

  • Aug 2012 - Nov 2019

  Principal, Partner and Associated Person of LFT Financial Group. Principal, Partner and Associated Person of LFT Financial Group.



Foremost Farms USA

• United States
• Dairy Product Manufacturing
• 300 - 400 Employee

• Risk Management Specialist

  • Jan 2016 - Jun 2019

  Responsible for risk mitigation activities related to dairy commodity hedging. Identify risk, create and maintain programs to manage inventory, revenue, fixed price and margin hedges. Maintain relationships between treasury department, sales, clearing, and the Executive Board and Senior Management. Present financial and physical performance using 13 column accounting. Develop and maintain risk management back office software and ensure its accuracy in reporting. Ensure compliance with Risk Management Hedging Policy. Show less



Exceleran Capital Management

• Sarasota Florida

• Chief Investment Partner and Principal

  • Apr 2013 - Dec 2017



Self Employed

• Dairy Trader and Consultant

  • Jun 2008 - Dec 2015

  Provide advice on creating hedging plans as part of an overall risk management program to those with exposure to dairy price risk.

• Eurodollar Trader

  • Aug 2000 - Aug 2015

  Trade proprietary trading systems and trade Eurodollar and Euribor back month strategies consisting of double and double double Butterflies in order to limit exposure and risk to market fluctuations and trade Class III milk spreads, fly’s and double fly’s



INTL FCStone Inc.

• Senior Dairy Market Maker

  • Aug 2010 - Jul 2012

  Make markets and provide liquidity in the dairy futures and in the Dairy OTC markets with focus on Block and Barrel spreads.. Make markets and provide liquidity in the dairy futures and in the Dairy OTC markets with focus on Block and Barrel spreads..



Modern Dairy Markets

• Head Trader & Lead Market Maker

  • Aug 2004 - Oct 2008

  Market Maker and proprietary Class III milk spread, fly’s and double fly’s trader. Market Maker and proprietary Class III milk spread, fly’s and double fly’s trader.



Gristmill Trading LLC

• Partner

  • Aug 2004 - Dec 2007

  Market Maker in Ethanol Spreads electronically. Market Maker in Ethanol Spreads electronically.



GNI Inc

• Night Electronic Trading Desk Manager

  • Jul 1999 - Aug 2000

  Responsibilities include maintaining our electronic trading platform pre and post market and to provide our clients with superior customer service and trade execution. First point of contact for production issues for all electronic trading customers--both external and internal. Perform electronic trades on the CME, LIFFE, EUREX and MATIFFE using Globex and PATS front end systems. Monitor leverage, margin, and all positions. Provide customer support and account management with the use of PATS SARA account management software to set up new accounts and to provide relevant account information as well as usernames and passwords. Maintain internal reports including volume statistics on a daily, weekly and monthly basis. Show less



Fox Private Client Group / Rosenthal Collins Group L.P

• Product Marketing / Futures Broker

  • Jun 1998 - Jul 1999

  Responsible for the design and implementation of advanced futures and options strategies for the purpose of providing our clients with access to commodity markets by having the ability to make directional or neutral opinionated trades without being exposed to unlimited risk. Publish weekly trade strategy letter. Responsible for the design and implementation of advanced futures and options strategies for the purpose of providing our clients with access to commodity markets by having the ability to make directional or neutral opinionated trades without being exposed to unlimited risk. Publish weekly trade strategy letter.



AIS Futures Management LLC

• Portfolio Manager / Trader

  • Mar 1996 - Jun 1998

  Responsible for leverage management and trading of 70 individual and partnership accounts totaling 450 million dollars at leverages ranging from 2 to 6 times and the management of 15 equity asset allocation accounts totaling 40 million dollars as well as all forms of clearing and maintaining relationships with Responsible for leverage management and trading of 70 individual and partnership accounts totaling 450 million dollars at leverages ranging from 2 to 6 times and the management of 15 equity asset allocation accounts totaling 40 million dollars as well as all forms of clearing and maintaining relationships with



Weiss Peck & Greer

• Assistant Portfolio Manager

  • Nov 1995 - Mar 1996

  Account reconciliation and monitor all forms of clearing. Account reconciliation and monitor all forms of clearing.



The Portfolio Group / Chemical Banking Corp

• Assistant Portfolio Manager

  • Mar 1993 - Nov 1995

  Familiar with all forms of clearing and back office functions and have extensive experience in account reconciliation and reorganization. Familiar with all forms of clearing and back office functions and have extensive experience in account reconciliation and reorganization.



Chemical Bank

• Customer Service Rep

  • 1991 - 1993

  Provide telephone support to shareholders of various companies with dividend reinvestment programs as well as provide information pertaining to any reorganization and dividend adjustments programs. Provide telephone support to shareholders of various companies with dividend reinvestment programs as well as provide information pertaining to any reorganization and dividend adjustments programs.