Bio
Credentials
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Series 24
FINRAAug, 2020- Apr, 2026 -
Series 63
FINRAMay, 2010- Apr, 2026 -
Series 7
FINRAApr, 2010- Apr, 2026
Experience
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MBS Source
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New York City Metropolitan Area
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Fixed Income Platform and Data Sales
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Jan 2024 - Present
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New York City Metropolitan Area
Accelerating the adoption of electronic trading protocols in the institutional mortgage market through consultative sales process that identifies synergies between client pain points and technology-based solutions. Additional focus on selling platform data and bulk data products to prospects and existing customers.
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United States
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Financial Services
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700 & Above Employee
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Head of Dealer Sales and Relationship Management - High Yield
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Aug 2019 - Nov 2023
Player/coach for the Dealer Sales team responsible for the firm’s relationship with sell-side market participants in leveraged finance. Highlights included the transformation of platform's dealer-initiated trading business into an eight-figure revenue stream, delivering a record amount of platform liquidity to buy-side customers, and partnering with buy-side sales as product specialist for the High Yield business.
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Dealer Sales and Relationship Management - High Yield
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Jun 2015 - Aug 2019
Individual contributor on the Dealer Sales team covering a mix of bulge-bracket and regional dealers with goal of raising platform awareness and enhancing liquidity pool for buy-side customers. Highlights included the successful restructuring of the platform fee model for price-protocol transactions, which secured multi-year commitments from bulge-bracket dealers and produced an eight-figure recurring revenue stream for the business.
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Oppenheimer & Co. Inc.
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Melville, NY
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Institutional Fixed Income Sales
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Dec 2013 - Jun 2015
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Melville, NY
Responsible for the distribution of fixed income products to buy-side investors. Gained exposure to managing relationships with buy-side institutions and developed an understanding of a broad range of fixed income instruments, including Mortgage-Backed Securities, Corporate Bonds, Municipal Bonds, Treasuries, Agency Debt, and Money Market Securities.
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Standard Credit Group
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New York City Metropolitan Area
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Fixed Income Sales
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Jan 2010 - May 2013
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New York City Metropolitan Area
Responsible for brokering transactions in corporate bonds and single-name CDS. Gained exposure to the protocols of the inter-dealer market while establishing relationships with sell-side market participants.
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Major League Lacrosse
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Long Island, New York
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Professional Lacrosse Player
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Dec 2009 - Apr 2012
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Long Island, New York
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Education
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2005 - 2009Princeton University
Bachelor of Arts (B.A.), History -
Division Aveune High School
Suggested Services
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