Functional Skills
Cryptocurrency
Talent Acquisition
Blockchain
Regulatory Compliance
Risk Management
IT Asset Management
Leadership Development
Finance Transformation
Sales and Operations Planning (S&OP)
Operations Management
Software Skills
Blockchain
Sector Experience
Business Services
Financial Services
Real Estate
Technology
Bulge Bracket Investment Banks
Experience
Diamond Standard Asset Management (DSAM)
Start-Up
President
1/2018 - Present
Role Scope: Chief business advisor to Founder/CEO, and integral C-Suite Executive team member recruited to join 4- person start-up in 2018. Spearheaded successful formation & scaling of enterprise operations to establish the first diamond fund & commodity spot market, inclusive of distribution channel/AUM generation strategy development & deployment; investor sourcing & fundraising; SEC-regulation & compliance; and HR/talent function capabilities.
• Pioneered new market-disruptive segment by launching the world's first SEC-regulated diamond commodity fund & market-making tokenized exchange, securing critical fund administrators, digital custodians, auditors & trustee services to enable fund distribution & SEC-compliance across 3 main products/channels:
• Regulated & Traded Commodities; Digital Commodity Currency
● DAO & Governance Token
• Forged major Exchange strategic partnerships with Oasis Pro (ATS) & InvestaX (Singapore) to list shares & introduce tokenized shares, enhancing i
• Pioneered new market-disruptive segment by launching the world's first SEC-regulated diamond commodity fund & market-making tokenized exchange, securing critical fund administrators, digital custodians, auditors & trustee services to enable fund distribution & SEC-compliance across 3 main products/channels:
• Regulated & Traded Commodities; Digital Commodity Currency
● DAO & Governance Token
• Forged major Exchange strategic partnerships with Oasis Pro (ATS) & InvestaX (Singapore) to list shares & introduce tokenized shares, enhancing i
Credit Agricole
Finance
Managing Director (MD), Head of G10 FX & Precious Metals Trading
1/2015 - 1/2018
Role Scope: Served as Senior CIB Sales & Trading Leader and Head of G10 FX & Precious Metals, assembling, coaching & directing trading, operations & support team, and owning & optimizing a $18M budget. Generated $8-10BN+ in average annual G10/FX sales & trading production. Recognized as #1 producer in volumes sales over tenure.
• Delivered 300% FX revenue production growth in year 1 via targeted pricing & trading execution strategies, and enhanced client trading account support between global sales & trading divisions
• Expanded the bank's major Asset Manager & Large Cap corporate footprint through strategic conversion of client accounts including Van Guard, PIMCO, Nike, Google, Uber, John Deere & Sealed Air
• Cultivated 20+ global Institutional/Large Cap corporate client long-term advisory relationships via development and customized deployment of the bank's innovative suite of foreign exchange products & services
• Partnered cross-functionally with asset-servicing business & FICC
• Delivered 300% FX revenue production growth in year 1 via targeted pricing & trading execution strategies, and enhanced client trading account support between global sales & trading divisions
• Expanded the bank's major Asset Manager & Large Cap corporate footprint through strategic conversion of client accounts including Van Guard, PIMCO, Nike, Google, Uber, John Deere & Sealed Air
• Cultivated 20+ global Institutional/Large Cap corporate client long-term advisory relationships via development and customized deployment of the bank's innovative suite of foreign exchange products & services
• Partnered cross-functionally with asset-servicing business & FICC
Jefferies Financial Group
Finance
Senior Vice President, Emerging Markets (EM) Foreign Exchange (FX) Trading
1/2012 - 1/2015
Role Scope: Recruited to establish & transform high-performing EMFX trading team, inclusive of hiring, training and directing the development, vision and execution of an EMFX Trading strategy, business production goals & internal requirements.
• Successfully developed & drove EMFX trading platform & risk management capabilities to execute large volume & market-making, generating $10BN+ in G10 & Emerging Markets volume for one of largest global EM Hedge Funds
• Successfully developed & drove EMFX trading platform & risk management capabilities to execute large volume & market-making, generating $10BN+ in G10 & Emerging Markets volume for one of largest global EM Hedge Funds
Deutsche Bank
Finance
Director, Senior Trader G10, Foreign Exchange (FX) and Emerging Markets (EM
1/1994 - 1/2011
Role Scope: As Senior FX & EM Trader & team leader, selected to operate the highest volume Foreign Exchange franchise market-making seat globally. During 17-year tenure, successfully traded Euro in New York and London, and the Ruble/CIS in Moscow, generating $10M+ in average annual trading production.
• Served as Head of Operations of Moscow branch in 2008, charged with transformational FX operations $80M+ Euro profit generation, via engineering & executing business turnaround strategy in 9-months;
• Drove P&L from a $30M loss position sustained during regional conflict & financial crisis to a $50M+ profit through talent resource/workflow reorganization & optimization between Moscow global centers
• Served as Head of Operations of Moscow branch in 2008, charged with transformational FX operations $80M+ Euro profit generation, via engineering & executing business turnaround strategy in 9-months;
• Drove P&L from a $30M loss position sustained during regional conflict & financial crisis to a $50M+ profit through talent resource/workflow reorganization & optimization between Moscow global centers