Strategic financial leader with 20+ years of international experience in capital markets, FX, and treasury services. Track record of driving multi-million-dollar growth, optimizing cross-border banking strategies, and managing complex client portfolios across U.S. and Asia-Pacific markets. Known for building global partnerships and delivering agile, compliance-driven solutions.
Overview
34
34
years of professional experience
2025
2025
years of post-secondary education
Work History
International Banking & Payment Specialist
JPMorgan Chase & Co.
10.2021 - 05.2025
Grew $1.26M revenue book by 34% YoY across 355 clients in 10 Midwest states.
Delivered FX and geopolitical insights to 150+ team members to support treasury strategies.
Spearheaded onboarding for global clients across 59 countries in coordination with compliance.
Educated clients and internal teams on JPMorgan's international offerings, ensuring compliance with global regulations.
Work with internal teams to secure approvals for overseas accounts, building strong cross-time zone relationships.
Relationship Onboarding Associate
Société Générale Americas
04.2019 - 05.2021
Streamlined AML and compliance workflows for cross-border account openings.
Partnered with legal and KYC teams to accelerate onboarding for institutional clients.
Founder & Operator (Entrepreneurial Sabbatical)
Belmiro's Pizza & Subs
10.2013 - 04.2018
After volunteering and teaching in Cambodia, identified and seized an opportunity to build, manage, and eventually sell a highly successful
regional restaurant.
Built and sold a 45%-margin business; managed 20 staff and supplier contracts.
VP, Global Markets
Merrill Lynch (Bank of America)
05.2007 - 06.2012
Trader for large international clients; dealer/broker for global fixed income, equity, FX, listed derivatives for prop & index arbitrage traders; established and developed cross-selling of products internally and externally to keep all sales intrabank and coordinated specific perimeter execution for high profile financial institutions, corporations, governments, asset managers and hedge funds around the world.
Top 2 producer in Asia-Pacific; retained 90%+ of client base.
Traded $10B+ across FX, derivatives, and fixed income markets.
Director, Exchange Traded Derivatives
UBS Investment Bank
03.2006 - 04.2007
Led trading desk for North American clients in APAC; handled equity and FX instruments.
AVP, Financial Futures & E-Brokerage
Calyon Financial
01.2004 - 03.2006
Oversaw trade execution for institutional clients; integrated global trading systems.
Assistant VP
Merrill Lynch Global Markets
01.1991 - 01.2004
Merrill Lynch Floor Trader: Chicago Board of Trade, Chicago Mercantile Exchange, Hong Kong Futures Exchange and Sydney Futures Exchange.