Experience

IDB - Israel Discount Bank

• United States
• Banking
• 1 - 100 Employee

• Senior Corporate Dealer

  • Mar 2022 - Present

  Serve Israeli corporate in all their OTC trading activities, FX, IR derivatives Serve Israeli corporate in all their OTC trading activities, FX, IR derivatives



Shani Consulting

• United States
• Business Consulting and Services

• Founder

  • Nov 2013 - Present

  Having the customer at the heart of every decision, action, and outcome - at the personal and professional levels Customer support and experience beginning with listening, data collection, analysis of pain points, developing the solution and delivering the best fit product Consistently and continuously providing support, retention and growth in comprehensive business development Proven fields of expertise - Banking, Fintech, O&G Having the customer at the heart of every decision, action, and outcome - at the personal and professional levels Customer support and experience beginning with listening, data collection, analysis of pain points, developing the solution and delivering the best fit product Consistently and continuously providing support, retention and growth in comprehensive business development Proven fields of expertise - Banking, Fintech, O&G



Agar Corporation

• United States
• Oil and Gas
• 1 - 100 Employee

• EU & CEE Region Manager

  • May 2014 - Mar 2022

  Region manager, business development for the EU, CEE & CIS regions in upstream and downstream sectors, supporting existing accounts and build new accounts relationship, manage affiliates and channels, primarily in Turkey, Poland, Romania, Hungary. Working closely with Oil Refineries on process control issues of aqueious/hydrocarbon continuous phases for both in-line and in-vessel flows. Region manager, business development for the EU, CEE & CIS regions in upstream and downstream sectors, supporting existing accounts and build new accounts relationship, manage affiliates and channels, primarily in Turkey, Poland, Romania, Hungary. Working closely with Oil Refineries on process control issues of aqueious/hydrocarbon continuous phases for both in-line and in-vessel flows.



Screen INFOmatch

• Netherlands
• Business Consulting and Services

• Partner, Israel & Turkey

  • Apr 2014 - Apr 2021

  Under Shani Consulting Group, acting as a Screen INFOmatch partner, covering Israel, Turkey, Greece, Poland & Hungary. Bringing INFOmatch Market Data Management platform to the financial institutions within these markets, to create transparency, efficiencies and cost optimization opportunities in the market data environment. Under Shani Consulting Group, acting as a Screen INFOmatch partner, covering Israel, Turkey, Greece, Poland & Hungary. Bringing INFOmatch Market Data Management platform to the financial institutions within these markets, to create transparency, efficiencies and cost optimization opportunities in the market data environment.



SenseCy

• Belgium
• Recreational Facilities

• Regional Sales Director, DACH

  • Jun 2014 - Jul 2015

  within the capital markets and the financial institution of this region, raise awareness, share knowledge and engage the stakeholders of the cyber threat and intelligence management roles, as offered by SenseCy within the capital markets and the financial institution of this region, raise awareness, share knowledge and engage the stakeholders of the cyber threat and intelligence management roles, as offered by SenseCy


OFEK Capital Cooperative Association
• Business Consultant - Financial products, Business model

  • Nov 2013 - Mar 2014


SuperDerivatives

• Financial Services
• 1 - 100 Employee

• Regional sales manager

  • Oct 2012 - Nov 2013

  Covering the German banking and Asset Management sector for Valuation and Market Data namely in OTC Derivatives space, providing top-tier players with advisory and solutions to regulatory and compliance requirements.

• Manager, Head of Pre Sales, Revaluation & Market Data Division

  • Jan 2011 - Oct 2012

  In charge of all SD-Revaluation and SD-Market Data solutions Pre-Sales, support sales in generating new business;Providing all services Proof of Concept within the pre-sales phases, up to signing new accounts;Qualifying opportunities with the sales force towards increase of revenue and higher hit ratio;Liaising with prospects of sales force on questions of pricing methodologies, valuations, data points, processes and deliverables;Work with project management on handover from pre-sales into agreements Show less

• Revaluation & Market Data Services, Head of Customer Support

  • Feb 2008 - Jan 2011

  In charge of all SD-Revaluation/Market Data/Enterprise Solutions customer support issues across the geographies (US, UK, EMEA, Asia).Managing support of both portfolio revaluation of OTC derivatives in Foreign Exchange, Interest Rates, Equity, Commodity and Credit, as well as market data generated and delivered via volatility surfaces, yield curves, inflation curves, data files of the following underlying asset class of Foreign Exchange, Interest Rates, Equity, Commodity. Manage a team of five seasoned and highly experienced Account/Relationship managers (Tier2), all with a track record on trading/brokers/dealers positions, and an additional team of six immediate response team (Tier1), in a 24/5 operation.Supporting a range of clients across the financial industry, direct accounts who are consumers of revaluation and market data (volatility surfaces) services, starting with the largest of the globally known HFA’s, Hedge funds, Tier 1/2/3 commercial and investment banks, prime brokers, global corporations, asset managers, pension funds and big 4 auditors.Providing a wide variety of services to the external clients end users support in all post-sale processes, technical implementation procedures, understanding the valuations and answering price challenges, resolve critical issues of delivery, explaining pricing methodologies, manage expectation on software and development enhancements, manage relationship at direct and indirect user level.Liaise with all company internal clients towards maximization of client satisfaction, while generating the shortest possible turnaround within existing internal/external SLA’s. This part involves daily, real-time work with the company’s Operation, R&D management and up to roadmap level for projects (Enterprise Solutions, Revaluation and Pricing engines), product management, sales force, Revaluation pre-sales, Revaluation project management, IT, Legal and company management. Show less



Goren Capital

• Israel
• Investment Banking
• 1 - 100 Employee

• VP

  • 2006 - 2008

  The VP role included the origination, advisory and marketing of structured products to institutional investors, private asset managers. Part of the advisory team to the Investment Banking activities, including Privatization ORL IPO, M&A through LBO of European retail, Corporate Debt issuance , Hedging advisory to Project financing in BOT of desalination facility The VP role included the origination, advisory and marketing of structured products to institutional investors, private asset managers. Part of the advisory team to the Investment Banking activities, including Privatization ORL IPO, M&A through LBO of European retail, Corporate Debt issuance , Hedging advisory to Project financing in BOT of desalination facility



Bank Hapoalim

• Switzerland
• Banking
• 1 - 100 Employee

• Senior Corporate Dealer

  • May 1995 - May 2005

  Operating the sales side for the majority of options, exotic options, interest rates and equity derivatives, both vanilla and exotic, structured products required by the trading room customers, especially those defined as “strategic”- being the biggest corporate and high-net worth individuals in Israel. Under this function I have performed the marketing, sales and introduction of both foreign and local currency (USD/ILS) exotic options to financial institutions, leading Israeli corporate and HNWI's of our local (Platinum banking) and global private banking division (also working from London under ‘hapoalim asset management-P.A.M) Working in close relation with major market makers in Europe and United States, mainly with sales of structured derivatives and research - CSFB, UBS, HSBC, JP Morgan, Goldman Sachs, Morgan Stanley, Deutsche bank, Dresdner Kleinwort Bank, Lehman brothers and many others. providing lectures and training sessions to internal and external clients, corporate treasurers, VC groups and others on topics of foreign exchange trading, structured products, hedging considerations, yield-enhancement tools, market behavior. Show less


Israel Defense Forces
• Israel
• Armed Forces
• 700 & Above Employee
• Sigint Tech

  • 1987 - 1991