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
Work History
Commercial / Business Development
OSTTRA
New York
09.2021 - 03.2026
Led Commercial and Business Development efforts for our Equity OTC derivatives electronic confirmation platform, MarkitWire
Responsible for strategy creation, growth and system maintenance for a $12mm Equity OTC processing business (7% over budget in 2024 and 18% in 2025)
Main relationship owner of key Tier1 Bank decision makers to advance partnerships and drive collaborative industry changes for Equity OTC derivatives in the financial services space
Chaired industry working group & participated in several industry discussions/panels to promote efficient post-execution workflows
Led all new designs of our Equity OTC solutions through idea generation, industry analysis and customer priorities. Objectives were to continually implement and deliver both net-new services & product enhancements on existing functionality to grow and protect market share while increasing revenue and limiting spend to the firm
Relationship & Account Management
MarkitServ / IHS Markit
New York
01.2011 - 09.2021
Held multiple roles, including VP of Buyside Account Management for the Americas and 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
Conducted regular client meetings to gauge satisfaction and align MarkitServ business and product roadmaps with client needs
Consulted on and coordinated the development initiatives of our Buyside derivative matching platform used by over 400 institutions, Markit Trade Manager
Coordinated with customers, vendors, and fund administrators to achieve efficient onboarding and meet user experience goals
Derivatives Client Service Manager
Morgan Stanley
New York
11.2001 - 11.2010
Led a team focused on mitigating the bank's risk in fixed income products, ensuring compliance and safeguarding assets.
Managed the lifecycle process from account opening, to trade affirmation/confirmation, allocations, dispute resolution, documentation, collateral calls and the settlement process
Executed transactions for the business unit, capturing and booking trades with precision to enhance client satisfaction.
Served as an escalation point for internal and external customers in managing the firm's P/L, resolving issues effectively.