Experience

Inverness Counsel LLC

• United States
• Investment Management
• 1 - 100 Employee

• Operations Analyst

  • Oct 2018 - Present



The Solaris Group LLC

• United States
• Financial Services

• Equity Trader/ Operations manager

  • Jul 2006 - Jun 2018

  Built a new Trading desk from the ground up. Trade equities long and short for institutional and high net worth clients. Consistently ranked in top quartile in execution according to Global Trading Analytics. Execute all corporate actions, Class actions, and vote all proxies. Manage $2.5 Million soft dollar budget. Service all Client requests. Reconcile over 300 acounts daily.



Value Line

• United States
• Financial Services
• 1 - 100 Employee

• Equity Trader

  • Jun 1999 - Jul 2006

  Executed equity and convertible bond orders for $6 Billion firm Communicate street information to multiple portfolio managers Entered all orders at the end of day Maintained institutional trading relationships

• Head of backoffice

  • Aug 1996 - Jun 1999

  Greater New York City Area Reconcile trades for the Mutual Funds and individual clients. Reconcile all accounts on a daily and monthly basis points. Communicate between brokers and trading desk to fix all trade breaks.