Thomas Bradley
New York,NY
Summary
Accomplished Product Executive with a deep knowledge of financial markets and products across multiple geographies and front-office through back-office. Established strength in designing/delivering innovative financial solutions for a wide range of client sets ranging from D2C retail through institutional clients. Managed teams to develop, test, inspect and quality control products in fast-paced environments ranging from seed-stage start-ups to established multi-nationals. Proven mentality of delivering results thanks to a self-motivated, collaborative and not afraid to get hands dirty approach.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Chief Product Officer - Asset Management Solutions
FNZ
02.2023 - Current
- Defined, planned and managed the product strategy and roadmap for asset management solutions (AMS) delivered across N.America and Europe.
- Integrated YieldX platform into the FNZ ecosystem and built custom integrated solutions for existing clients
- Developed a multi-year product pipeline for new AMS deliveries in multi-currency products
- Managed a team of product managers and product owners delivering solutions across investment proposals, portfolio construction, optimizations and D2C advisory & retirement planning.
- Worked alongside CEO, COO and CMO functions to deliver a coherent client-facing proposition that BizDev could leverage via demos/documentation/marketing materials.
- Worked with COO function to deliver supervisory, management, reporting and regulatory frameworks (SOC2)
Chief Investment Officer
FNZ Advisers LLC
01.2021 - Current
- Manage the investment products and advisory business for business customers seeking liquidity management solutions
- Work with Quant functions to deliver investment proposals and optimizations
- Perform regulatory requirements and compliance oversight of the business
- Trade on behalf of end clients (Fixed income and equity products)
- Manage client relationships
- Hold S7, S66 & S24 licenses.
Chief Product Officer
YieldX LLC
04.2019 - 02.2023
- Co-created the YieldX investment platform from ideation through to client delivery alongside CEO and CIO.
- 1st Employee at pre-seed round start-up, focusing on building out the investment proposition, aligning Quant team roadmap with user requirements and working with Design team to craft the requirements and visual direction
- Sourced, negotiated and integrated complex 3rd party data providers, trading platforms, CRMs and channel partners
- Delivered, alongside CEO, the Seed, Seed+ and Series-A funding, providing product demo/documentation and strategic vision throughout fund-raising journeys
- Hired and built out the product team from 1 to 6 and assisted in the growth of the company from 5 to nearly 60, through remote-Covid environment and in person.
Executive Director - Fixed Income Sales/Trader
UBS
08.2013 - 12.2018
- Fixed Income sales/trader covering EUR/USD/GBP investment grade and high yield bonds across both primary issuance book building and secondary trading.
- Responsible for the relationship, management and budgeting of Institutional clients with hard revenue targets and soft cross-selling/relationship targets
- Assisted the creation, design and roll-out of new internal trading/CRM system "Neo" - working with product architects to design and document requirements and QA form front-office perspective.
Vice President - Fixed Income Sales/Trader
RBS
09.2006 - 05.2013
- Fixed income sales/trader covering EUR/USD/GBP investment grade and high yield bonds across both primary and secondary markets.
- Managed relationships across both Institutional and Hedge Fund clients with hard and soft revenue targets.
- Collaborated with senior management to develop strategic IT initiatives to facilitate better information sharing of client orders across geographies.
Education
Bachelor of Arts - Financial Management
Nottingham University
Nottingham, UKHigh School Diploma -
Felsted School
Felsted, UKSkills
- Financial Markets Product Expert - Fixed Income / Funds / Equities / Indicies / Retirement / ESG solutions / advisory expert
- Financial markets - FI sales / trading / investment advisory
- Product strategy and roadmap management
- Channel partner relationship management and prioritization
- Business Development - outreach/relationship management/product demonstration/key-note speaking
- Technical proficiency across modern tech-stack functions
- Agile methodologies
- Miro/Jira/Figma/Roadmap/AWS/ElasticSearch/Github/Confluence
- Management and mentoring
- Corporate growth and resourcing
Certification
- Finra - Series 7
- Finra - Series 66
- Finra - Series 24
Timeline
Chief Product Officer - Asset Management Solutions
FNZ
02.2023 - Current
Chief Investment Officer
FNZ Advisers LLC
01.2021 - Current
Chief Product Officer
YieldX LLC
04.2019 - 02.2023
Executive Director - Fixed Income Sales/Trader
UBS
08.2013 - 12.2018
Vice President - Fixed Income Sales/Trader
RBS
09.2006 - 05.2013
Bachelor of Arts - Financial Management
Nottingham University
High School Diploma -
Felsted School
Similar Profiles
Kanan AliyevKanan Aliyev
Investment Operations Officer at FNZInvestment Operations Officer at FNZ
Monisha ChandMonisha Chand
Office Manager & Executive Assistant at FNZOffice Manager & Executive Assistant at FNZ
Oladayo AjayiOladayo Ajayi
System Administrator/Desktop Engineer at FNZSystem Administrator/Desktop Engineer at FNZ
SHIVANI PATHANIASHIVANI PATHANIA
Business Analyst at FNZBusiness Analyst at FNZ
Norman Trotter IVNorman Trotter IV
Administrator, Participations and Special Projects at Warner Bros. Discovery: Finance, Contract, Reporting & Administration (FCRA)Administrator, Participations and Special Projects at Warner Bros. Discovery: Finance, Contract, Reporting & Administration (FCRA)