STRENGTHS
• Creating executive financial dashboards
• Strong analytical and project management skills.
• 20 years of comprehensive experience managing and directing sales driven directives and business development

Summary--Accomplished executive with a proven track record of business, operations and technology transformation within the Asset Management and Broker/Dealer verticals. Proven success in building strong teams, and developing cross-functional partnerships internally and externally to achieve goals. Proven ability to balance a hands-on approach with strategic business management. Extensive experience across all facets of Investment Operations including trade confirmation and settlement of equity, fixed income, and derivatives products; and corporate actions processing. Extensive experience partnering with technology teams to define and implement solutions, and complete systems integrations. Additional areas of expertise include:

My top to bottom experience has enlightened me to all the nuances of trading and sales distribution. And while I do enjoy execution trading and indeed have success managing a small carve out of assets on my own book, I also have an overall desire to act in the operation management position to mold myself and my firm of employment into the most efficient investment engine possible. I believe the perspective I have from the front end of business allows me to run rings around recent graduates armed heavily with theory but no perspective on how the system actually works. I very often hear the “ youre overqualified” excuse from people who have a 1 inch round hole and are looking with tunnel vision for a one inch round peg to fill that hole. I am more of a 2 inch square peg which has plenty of ability to fill that smaller hole and has the added bonus of extra skills that are value added to the forward thinking person who can think slightly outside the box .

My strong operations/ settlements/ analysis/trade mechanics knowledge should allow me to carve out a position of great value somewhere and I hope that you will take a moment to reflect upon my experience and qualifications and provide some feedback regarding my skillset. I welcome your input and thoughts regarding opportunities going forward, and please call or email me anytime if you have any questions at all.