Charles Tacopino
Metuchen
Summary
Results-driven finance professional with a B.S. in Finance, MBA, and CPA designation from the University of Scranton, coupled with over 14 years of experience in equity finance trading and funding operations at leading firms like Jane Street Capital and Barclays. As a Director at Barclays, I successfully funded and optimized the Equity Finance book for Prime Services, developed innovative trade structures to lower funding costs, and enhanced liquidity through flexible collateral schedules across multiple entities. At Jane Street, I spearheaded initiatives to diversify funding sources, built stock loan infrastructure, and streamlined counterparty onboarding, significantly improving operational efficiency, and reducing costs. Adept at managing complex financial ratios, counterparty relationships, and balance sheet optimization, I offer strategic expertise and a proven ability to drive growth and efficiency in dynamic financial environments.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Treasury - Director
Futu Clearing
Jersey City
11.2025 - Current
- Managed cash flow and liquidity for Futu Clearing operations.
- Developed and implemented treasury policies and procedures.
- Coordinated with banks to optimize banking relationships.
- Optimized cash reinvestment options using third party vendor and bilateral trading.
- Added both secured and unsecured borrowing options to increase and diversify liquidity.
Portfolio Finance
Jane Street
New York
12.2020 - 01.2025
- Facilitated diversification of short and long-term funding from prime brokers.
- Managed daily capital optimization across broker-dealer entities.
- Developed onboarding process for counterparties in collaboration with Credit, Legal teams.
- Collaborated with vendors and custodians to identify and reduce platform usage costs.
- Expanded financing options for bespoke assets, driving product growth.
- Brainstormed strategies with team members to minimize margin utilization.
- Established operations team to support self-financing flow.
- Strengthened relationships with funding counterparties to improve liquidity market insights.
Director
Barclays Capital
New York
05.2010 - 11.2020
- Secured funding for Equity Finance book within Prime Services to support strategic initiatives.
- Executed financing trading, increasing counterparties, and optimizing economic performance.
- Enhanced collateral utilization across three entities, maximizing operational efficiency.
- Maintained daily cash projections for T and T+1, improving capital forecasting accuracy.
- Ensured compliance with LCR and other ratios across broker-dealer and bank entities.
- Introduced flexible collateral schedules with liquidity providers to optimize product offerings.
- Developed efficient trade structures, reducing funding costs and optimizing balance sheet usage.
- Cultivated relationships with bank and broker funding counterparties to improve liquidity options.
Associate
KPMG Global Services
New York
09.2008 - 04.2010
- Acquired CPA license while overseeing multiple audit engagements
Education
MBA - Accounting And Finance
University of Scranton
Scranton, PA05-2008
Certification
- Series 7, 57 and 63
- CPA
Timeline
Treasury - Director
Futu Clearing
11.2025 - Current
Portfolio Finance
Jane Street
12.2020 - 01.2025
Director
Barclays Capital
05.2010 - 11.2020
Associate
KPMG Global Services
09.2008 - 04.2010
MBA - Accounting And Finance
University of Scranton