Experience
-
Vice President - US Regional Head Prime Services Margin at Credit Suisse Investment Bank
Sep 2011 - Present · 14 yrs 10 mos
-
Director - Collateral and Margin Management Prime Services at UBS Investment Bank
Aug 2007 - Aug 2011 · 4 yrs 1 mo
Director of collateral and margin management for Prime Services.
-
Director at Fidelity Investments
Jun 2002 - Aug 2007 · 5 yrs 3 mos
Responsibilities included managing correspondent margin division which comprises 340+ introducing broker dealers. Ensure compliance with all firm and industry credit regulations.
-
SVP at National Discount Brokers / Ameritrade
Jun 1995 - Dec 2001 · 6 yrs 7 mos
Margin Manager.