Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
24
24
years of professional experience
2027
2027
years of post-secondary education
Work History
Commercial / Business Development
OSTTRA
New York
09.2021 - 03.2026
Led the Commercial and Business Development efforts for our Equity OTC derivatives electronic confirmation platform, MarkitWire
Responsible for growing, maintaining and strategy creation of the $12mm Equity OTC business for the firm (7% over budget in 2024 and 18% in 2025)
Main relationship owner of key industry and business contact partnerships in the financial services space with an emphasis on new industry initiatives within our equity derivative area
Chaired industry Working Groups and participated in industry discussions/panels promoting our solutions
Led all new design and versioning of our Equity OTC solution through idea generation, industry analysis and customer priorities. Objectives were to continually implement and delivery both net-new services & products and enhancements on existing functionality to grow and protect market share while increasing revenue and limiting spend to the firm.
Commerical / Business Development (a KKR company)
Relationship & Account Management
MarkitServ / IHS Markit
New York
01.2011 - 09.2021
Served in several capacities during this time including VP of Buyside Account Management for the Americas, Pre-sales, Cross Asset Derivatives Business Development specialist
Managed and developed relationships with Top 100 hedge funds, investment managers and asset managers in the US with a focus on adoption and revenue growth of our product suite
Met with clients regularly to maintain a pulse on client satisfaction and ensure MarkitServ business and product roadmaps aligned to client needs
Consulted on and coordinated the development of our Buyside derivative matching platform used by over 400 institutions, Markit Trade Manager
Collaborated with customers vendors and fund administrators to ensure efficient onboardings were achieved and user experience goals were met
Derivatives Client Service Manager
Morgan Stanley
11.2001 - 11.2010
Lead a team who's core focus was to mitigate the banks risk around fixed income products
Managed the lifecycle process from account opening, to trade affirmation/confirmation, allocations, dispute resolution, documentation, collateral calls and the settlement process
Post transaction execution conduit for the business unit to the customer ensure accurate trade capture and booking
Internal and external customer facing escalation point when managing the firms P/L