Experience

Theorem Technologies

• United States
• Financial Services
• 1 - 100 Employee

• Director of Sales

  • Dec 2020 - Present

  Chicago, Illinois, United States Theorem is a post-trade data management solution that delivers aggregated reporting, trade workflow, matching / affirmation, and data movement - all in an online portal that requires no local install or technician to set it up or make it work



Bank of America Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Vice President - FO & OTC Clearing Client Service Relationship Management

  • Jul 2018 - Nov 2020

• FO & OTC Clearing Client Onboarding

  • Sep 2014 - Jul 2018

  Chicago



X-Change Financial Access, LLC. (XFA)

• United States
• Financial Services
• 1 - 100 Employee

• Trading Clerk

  • May 2012 - Sep 2014

  Greater Chicago Area XFA is an industry leading trade execution services firm for global, exchange traded derivatives. XFA provides expert price discovery, superior trade execution, timely trade confirmation, and real time, insightful market intelligence to a wide variety of clientele ranging from large institutional investors and hedge funds to market making groups. Responsibilities at XFA include: - Input simple and complex orders in real time - Endorse trades - Organize and maintain vital… Show more XFA is an industry leading trade execution services firm for global, exchange traded derivatives. XFA provides expert price discovery, superior trade execution, timely trade confirmation, and real time, insightful market intelligence to a wide variety of clientele ranging from large institutional investors and hedge funds to market making groups. Responsibilities at XFA include: - Input simple and complex orders in real time - Endorse trades - Organize and maintain vital records - Update the group's clientele via email, IM, and phone - Confirm that trades were executed correctly - Understand trading strategies and execution procedures Show less



Butler National Golf Course

• Staff Member & Caddy

  • Apr 2005 - Sep 2011

  Oak Brook, IL