Jonathan Boos
Fairfield,CT
Summary
Dynamic and accomplished Financial Technology Sales Executive and Leader with a proven track record in managing global teams and executing successful go-to-market strategies as a hunter/farmer. Expert in spearheading expansion initiatives, forming strategic partnerships, and achieving quota attainment in the fintech, digital securities, and wealth management sectors. Demonstrated success as a strategic leader with a comprehensive skill set in full-cycle sales and team building through extensive industry network and recognition.
Overview
2026
2026
years of professional experience
Work History
SENIOR ADVISOR, Sales and Business Development
SAVVY CAPITAL MARKETS, INC.
2024 - Current
- Leverage Distribution Network: Proprietary outbound infrastructure & technology to build targeted, multi-channel relationships with Venture Capital | Private Equity | Ultra-High Net Worth Individuals and Single | Multi Family Offices Globally.
SENIOR ADVISOR, Sales and Business Development
CYPHLENS. INC.
2024 - Current
- Deep Cybersecurity Expertise: Unique products that help make the web safer for investments and commerce, providing a new level of security, fraud prevention and trust for our clients
SENIOR VICE PRESIDENT, Head of Sales and Business Development
OASIS PRO MARKETS, INC.
2022 - 2023
- Sales Leadership: Spearheaded efforts in a pure hunter role for a groundbreaking product at Oasis Pro Markets, a FINRA-registered broker-dealer
- Market Expansion and Partnerships: Orchestrated a pilot program with JP Morgan, another in planning stages with Apollo, and with Bloom, demonstrating adept negotiation skills and strategic partnership development
- Team Management and Culture Building: Led a team of 3 Business Development direct reports, fostering a dynamic and collaborative culture through real-world experiences and practical examples
- Industry Recognition: Invited speaker on the Stamford Crypto panel, showcasing expertise in the digital securities and alternative trading system (ATS) space
- Reason for departure: The company lacked distribution capability and funding
MANAGING DIRECTOR, Head of Sales and Marketing
CLEAR MARKETS, INC.
2021 - 2022
- Market Expansion Strategy: Drove the strategic expansion of Clear Markets' regulated trading platform for uncleared crypto derivatives across global markets, including the US, UK, Europe, and Japan
- Leveraged Comprehensive Network: Target and engage major financial institutions, encompassing banks, hedge funds, OTC funds, and industry leader Coinbase
- Reason for departure: The company lacked sufficient funding
INSTITUTIONAL PARTNERSHIPS DIRECTOR
BLOCKFI, INC.
2020 - 2021
- Relationship Management: Directed partnership initiatives with a focus on large banks, payment processors, and corporate treasuries, bridging the gap between Traditional Finance and the Crypto sector with large financial institutions
- Partnership Expansion and Acquisition: Built and managed a portfolio of 12-15 existing partnerships, strategically strengthening ties with Fidelity and other key stakeholders, driving improvements in relationship management practices
- Reason for departure: Voluntarily left in late 2021 with foresight into the upcoming risk management debacle
DIRECTOR OF INSTITUTIONAL SALES, Digital Asset Group
SHARESPOST, INC.
2018 - 2020
- Pioneering Capital Raise: Contributed directly to inaugural primary capital raise for City Block Capital, securing funds from investors in a pure hunter role, positioning the organization for growth in the digital asset landscape
- Secondary Market Innovation: Championed the secondary market making for the first all-new registered digital asset security in Blockchain Capital (BCAP), contributing to a groundbreaking approach to blockchain-based securities trading
- Investor Outreach: Executed proactive outreach and reverse inquiry strategies, leveraging a targeted email marketing campaign to engage and attract investors
- Partnership Formation: Formed a strategic partnership with Montgomery Securities, collaborating on joint pitches to attract potential investors, solidifying City Block Capital's position in the digital asset securities market
- Reason for departure: The company closed The Digital Asset business ahead of a planned merger with a major competitor
VICE PRESIDENT, Global Head of Sales and Business Development
BITGO, INC.
2017 - 2018
- Client-Centric Focus: Provided Multi-sig wallet services for crypto holders, catering to a diverse client base that included bulge bracket banks, hedge funds, crypto exchanges, broker-dealers, insurance companies, and wealth management firms
- Team Building | Global Sales Management: An early company hire, recruited and built the sales team from the ground up as a player/coach, successfully establishing a high-performing sales unit of 8 sales professionals across multiple locations, including New York, London, Singapore, Tokyo, and Palo Alto, CA
- Personalized Coaching and Development: Implemented personalized coaching and development initiatives for each team member, recognizing individual strengths and areas for improvement
- Rapid Revenue Growth: Achieved a remarkable revenue increase, reflecting a 10X increase within a year, while simultaneously expanding the number of client accounts by 5X
BUSINESS DEVELOPMENT DIRECTOR, Org IG Managed Service
THOMSON REUTERS
2015 - 2017
- Pioneered the launch and implementation of Accelus Org ID in 2013, revolutionizing industry approaches to KYC due diligence through a comprehensive policy, reducing complexity, enhancing security, and expediting business processes
- Secured the largest and exclusive multi-year North American sourced deal for Accelus Org ID
DIRECTOR OF SALES, Marketing and Business Consulting Services
SAPIENT GLOBAL MARKETS
2012 - 2015
- Recruited for expertise in creating the first structured equity products web-based application and led management engagements with major investment banks focusing on global AML, KYC, and CDD programs, utilizing Sapient methodologies
EXECUTIVE DIRECTOR, Structured Products and Derivatives
UBS SECURITIES LLC
2006 - 2012
- Head of Direct Market Access (DMA) sales for electronic listed options execution and Increased revenue 20% on a year over year comparison
- Managed new and existing relationships across one hundred clients, including large high frequency volatility driven hedge funds
- Successfully established the intermediary business for UBS, with issuance exceeding $2 Billion annually
- Managed both sales and technology developments and trained salespeople in all aspects of the intermediary structured business including marketing, front-line client sales, process, procedure and delivery
VICE PRESIDENT, Equity Derivatives and Structured Products Sales
JP MORGAN SECURITIES, INC.
2004 - 2006
- Marketing and Development of principally protected and principal at risk structured products for retail distribution, including regional and independent broker dealers, trust companies, registered investment advisors and private banks
- Market cross-asset class products including equity indexes, customized single stock equity baskets, fixed income instruments, foreign exchange and commodity indices
ASSOCIATE, Equity Derivatives and Structured Products Trading
DEUTSCHE BANK SECURITIES INC.
2000 - 2004
- Structured Products Trading, risk management, and market making for more than €6 Billion Structured products including Index Funds, Hedge Funds of Funds, Securitized Products and Exchange Traded Funds
- Dedicated market maker for ETFs throughout Europe including creation, redemption and marketing efforts (One of the first market makers on the Barclay’s iShares FTSE 100 ETF)
Education
MASTER OF BUSINESS ADMINISTRATION (MBA) - Concentration in Finance & Strategy
UNIVERSITY OF PENNSYLVANIA, THE WHARTON SCHOOL OF BUSINESS
Philadelphia, PABACHELOR OF SCIENCE (B.S.) - Mechanical Engineering
COLUMBIA UNIVERSITY, SCHOOL OF ENGINEERING AND APPLED SCIENCE
New York, NYSkills
- Sales Leadership Management
- Go-To-Market Strategy Business Development
- Quota Attainment Outperformance
- New Logo Hunter Farmer
- Player Coach Team Building
- Strategic Partnerships Full Cycle Sales
Certifications
- FINRA: Series 7 & Series 63 (Active), 66, 24, FCA, LSE, EUREX, XETRA, SWX, SIBE and OMX (Inactive)
- FINANCIAL MARKETS CERTIFICATIONS: Chartered Alternative Investment Analyst (CAIA) – 2010 (Active)
- BOARD POSZITIONS: Your Mission (CT Challenge), a Not for profit for cancer survivors, active in fundraising
Career Highlights
- Innovative Technology Solutions and Revenue Growth: Pioneered transformative initiatives, such as launching Accelus Org ID for Thomson Reuters, driving secondary market innovations in Blockchain at SharesPost, and engineering cutting-edge platforms like Equity Investor at UBS and Multi-Signature wallet services at BitGo, achieving rapid revenue growth of 10x in one year
Timeline
BACHELOR OF SCIENCE (B.S.) - Mechanical Engineering
COLUMBIA UNIVERSITY, SCHOOL OF ENGINEERING AND APPLED SCIENCE
SENIOR ADVISOR, Sales and Business Development
SAVVY CAPITAL MARKETS, INC.
2024 - Current
SENIOR ADVISOR, Sales and Business Development
CYPHLENS. INC.
2024 - Current
SENIOR VICE PRESIDENT, Head of Sales and Business Development
OASIS PRO MARKETS, INC.
2022 - 2023
MANAGING DIRECTOR, Head of Sales and Marketing
CLEAR MARKETS, INC.
2021 - 2022
INSTITUTIONAL PARTNERSHIPS DIRECTOR
BLOCKFI, INC.
2020 - 2021
DIRECTOR OF INSTITUTIONAL SALES, Digital Asset Group
SHARESPOST, INC.
2018 - 2020
VICE PRESIDENT, Global Head of Sales and Business Development
BITGO, INC.
2017 - 2018
BUSINESS DEVELOPMENT DIRECTOR, Org IG Managed Service
THOMSON REUTERS
2015 - 2017
DIRECTOR OF SALES, Marketing and Business Consulting Services
SAPIENT GLOBAL MARKETS
2012 - 2015
EXECUTIVE DIRECTOR, Structured Products and Derivatives
UBS SECURITIES LLC
2006 - 2012
VICE PRESIDENT, Equity Derivatives and Structured Products Sales
JP MORGAN SECURITIES, INC.
2004 - 2006
ASSOCIATE, Equity Derivatives and Structured Products Trading
DEUTSCHE BANK SECURITIES INC.
2000 - 2004
MASTER OF BUSINESS ADMINISTRATION (MBA) - Concentration in Finance & Strategy
UNIVERSITY OF PENNSYLVANIA, THE WHARTON SCHOOL OF BUSINESS
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