Functional Skills
Artificial Intelligence
IT Asset Management
Communications
Marketing Analytics
Requirement Analysis
Software Skills
Bloomberg
Microsoft Office
Python
Artificial Intelligence
Sector Experience
Business Services
Financial Services
Experience
Vallary Capital Partners
Corporate Strategy & Development
Founder – Chief Operating Officer - Investment Committee
1/2023 - Present
• Founded Vallary Capital Partners, a global small cap long/short hedge fund, with a focus on delivering innovative investment strategies and achieving superior returns.
• Serve on the investment committee, overseeing the research and identification of opportunities in global small-cap markets, employing both long and short strategies.
• Development and oversight of operational policies, compliance with regulatory requirements, and management of key vendor relationships.
• Engage with investors and stakeholders, building and maintaining strong relationships while ensuring clear, consistent communication regarding fund performance and strategic objectives. New York, NY 2023 – Present
• Serve on the investment committee, overseeing the research and identification of opportunities in global small-cap markets, employing both long and short strategies.
• Development and oversight of operational policies, compliance with regulatory requirements, and management of key vendor relationships.
• Engage with investors and stakeholders, building and maintaining strong relationships while ensuring clear, consistent communication regarding fund performance and strategic objectives. New York, NY 2023 – Present
Mizuho Financial
Finance
EM Credit Trading – Executive Director
5/2014 - 1/2023
• EM credit trader, drove the strategic expansion of the LATAM credit platform, significantly increasing market share across US and European clients.
• Built out the NY Asia trading platform for all Asian investment grade corporates in USD and CNH.
• Establish relationships with asset managers and issuers to promote the trading and origination platform.
• Built out the NY Asia trading platform for all Asian investment grade corporates in USD and CNH.
• Establish relationships with asset managers and issuers to promote the trading and origination platform.
DEUTSCHE ASSET MANAGEMENT
Finance
Director / Portfolio manager
1/2000 - 6/2007
• Served as a lead manager of $20+ billion and as co-manager of an additional $50 billion in assets for 33+ short term credit, securities lending, and money market funds.
• No.1 performing Government Money Market portfolio manager in 2005 according to Imoneynet.
• Wrote monthly, quarterly, and annual market commentaries for marketing and board reporting.
• Worked closely with the marketing team, presenting products and the platform to current and potential clients globally to raise capital for my funds under management.
• No.1 performing Government Money Market portfolio manager in 2005 according to Imoneynet.
• Wrote monthly, quarterly, and annual market commentaries for marketing and board reporting.
• Worked closely with the marketing team, presenting products and the platform to current and potential clients globally to raise capital for my funds under management.