Holmdel, New Jersey, United States
I am an accomplished business professional who has been in the Financial Services industry for over 25 years. Some of my accomplishments and skills are: • Years of experience working in a variety of markets including Equities, Mutual Funds, IRS, FX, and Bonds. • Provide trading operation support to members, brokers, traders, and financial institutions; assisting them with problems they cannot solve. • Performed connection certifications of all types with different exchanges, OMS, EMS, and Proprietary Systems. • Lead and managed an OFX platform by supporting branding and downloads through TurboTax, H&R Block and Quicken, generating over $500,000 in revenue. • Build and configure all types of FIX, binary, drop copy, and market data connections to meet customer’s needs. • Managed network connectivity for a brokerage firm while providing new connections for a growing business, successfully saving them $70,000 per year on connectivity costs. • Provided support to Algo and Program traders creating an environment where the traders were confident all production issues could be resolved quickly. • Successfully troubleshoot and resolve all connectivity issues, creating a more stable trading environment. • Served as team leader for a group of 7 connectivity engineers. • Developed software/client specific code to customize an OMS to display and meet the specific needs of a customer. • Managed the tracking and control of software development projects for two companies. • Confident working and developing in many environments such as Windows, UNIX, and Linux. I enjoy working in the Financial Services industry. The work I do and my accomplishments help clients reach their financial goals.
• Service BNY Pershing clients by organizing and completing new and existing projects involving API/Web Services, OFX, and FIX. • Actively support the API platform, which includes implementing client initiatives, configuring and entitling new API’s, setting up firms and users in Wove Connect, reviewing JSON messages, and resolving client errors. • Lead and manage BNY Pershing's OFX platform by supporting branding and downloads through TurboTax, H&R Block and Quicken, generating over $500,000 in revenue. • Support the FIX trading platform on a daily basis which includes resolving connectivity problems, addressing trading issues, and setting up new connections. • Created an AI Agent using Eliza GPT to provide client support and engagement, assisting our group in addressing OFX low success providers. • Assigned several strategic clients to work with BTG Pactual, Northwestern Mutual, T Rowe Price and TD Bank • Manage and support the day-to-day operations of the integrations SDG group • Responsible for the development of the CAIS and ICapital Document Upload and Alternative Investment API Interface utilized by hundreds of BNY Pershing clients • Coordinate the renewal of API and Alert Certificates, which expire every 2 years, preventing disruption in service
• Support the IRS trading platform (Trad-X) on a daily basis which includes market monitoring, resolving trading issues, and addressing connectivity problems • Build new market data, order entry, Katana, and risk connections for the IRS trading platform which utilizes a CLOB (Central Limit Order Book) • Responsible for supporting Brokers and Interdealer Banks for trading on Trad-X • Resolve issues with Trade Reporting through MarkitWire • Monitor SDR (Swap Data Repository) reporting to the DTCC and resolve issues with trades that did not report correctly • Support the ParFX trading platform for electronic SpotFX trading in 27 different currency pairs • Perform certification testing including order entry, market data, and drop copy testing • Support the Stream Clear Fix Trading Platform by setting up instruments, traders, and monitoring the STP (Straight Through Processing) of U.S. Corporate Bonds, EM Bonds, and Inflation Bonds (TIPS)
• Build production connections for exchange members and verify they are ready for production use • Provide support to exchange members and the market operations desk, assisting them with problems they cannot solve • Perform certification testing and build test connections for new exchange members • Research and reduce latency issues for order entry sessions on the EDGA & EDGX exchange • Research and resolve missing message and retransmission issues on market data connections for members • Responsible for acquiring and maintaining outbound sessions to external venues • Set up SFTP for members allowing them access to billing and end of day files • Create and update documentation of Level II support team responsibilities
• Build and configure new customer and street side FIX connections for the Piper Jaffray algo and program trading group • Manage all network connections for the group. This involves establishing new connectivity, making appropriate router changes, and recording connection details • Serve as main point of contact for all electronic connections to Piper Jaffray’s algo and program desk. This includes FIX, Market Data, and FTP connections • Provide trading support to all program and algo traders • Perform all certifications with new OMS, EMS, and Proprietary Systems • Build and design Trade Advertisement connections to Bloomberg and Autex using QuickFIX
• Configure and build new FIX connections to satisfy client trading needs • Problem-solve and address issues preventing existing clients from connecting to the NYFIX Network • Conduct new OMS certifications for various NYFIX products • Coordinated network changes for connections in the production environment • Initial position at NYFIX was Account Manager. This position involved servicing a list of twenty five clients and ensuring that they continued to go live with an ever increasing number of FIX connections