New York City Metropolitan Area
(203) 613-0807 C [email protected] Project Manager who is a Subject Matter Expert in SOFR/LIBOR, capital markets, derivatives, rates, equities, foreign exchange and commodities who has extensive experience agile and waterfall methodologies in the development and support of electronic and legacy, front, middle and back-office trading, risk and sales systems for investment banks, banks and hedge funds for capital markets, exchange and OTC derivatives, LIBOR, equities, swaps, rates (EM. Corps, muni’s), OTC derivatives, hi-yield, corporates, FX and exchange traded derivatives electronically and by voice. Responsible for loud migrations and has extensive experience in CCAR, FRTB (fundamental review of the trading book, MIFID II, Basel, CFTC and other regulatory IT issues. Work with AI tools and solutions-see below Senior Project Manager/Business Analyst and former trader/sales/broker who understands and is able to translate complex trading and sales concepts to develop generative AI programs with regards to capital markets, derivatives, rates, equities, foreign exchange and commodities. SME in total return and passive portfolio management, derivatives, equities, rates and fx,analyzing and designing enhancements. Managed projects utilizing the agile methodology and scrums to ensure successful project completions. SME for derivatives, rates, fx, equities Responsible for cloud migrations and has extensive experience in CCAR, FRTB (fundamental review of the trading book, MIFID II, Basel, CFTC and other regulatory IT issues. Work with AI tools and solutions-see below - Profitable proprietary trader, Project Manager and entrepreneur, who bases his strategy around excellent risk management. Previous expert in the Euro-dollar LIBOR yield curve and current expert in the SOFR curve, and total return proprietary trading and risk management. He has been a derivative and cash sales/broker at the largest institutional firms. Outside Interests: Advanced Blues/Rock guitar player Tennis Textiles
-Senior Project Manager/Business Analyst for technology and business enhancements and upgrades for financial institutions: Clients-Consultant: BOFA, TD Ameritrade/Charles Schwab, Credit Suisse -Work with PMO’s at major banks on regulation requirements for system enhancements and upgrades -Project manager for system upgrades, port data bases to the cloud, upgrade databases and AI software installs and enhancements, test all systems and AI systems to ensure reliability -Work with Aladdin, Calypso, FIS (Fidelity National Information Services) & Fiserv, Broadridge Financial Solutions, Interactive Brokers, TradeStation, Derivative Path, Murex (MX.3 Platform) - -Investment Manager: ETF,s, equities, rates, commodities, derivatives, capital markets, fx -Proprietary Trader: MacroMicroMang system and risk management -Manage self-developed proprietary techno-fundamental trading strategyn: Systematic trading system and risk management -Manage self-developed proprietary techno-fundamental trading strategy -Senior Project Manager: BOFA, Schwab, TOD -Proprietary discretionary futures trader for foreign exchange and ETF’s Trader: LIBOR products, futures, options for financial, equity, commodity, fx complexes and ETF’s.. -Trader-short-term/sales: futures, options for rates, fx, sp500-equity complexes, commodities -Generated money-making ideas (Macro-Man) in these sectors for institutional clients: banks, hedge-funds, etc. through “Macro-Man” technical and fundamental analysis -Provide macro analysis, trade ideas, idea generation in rates, commodities, world equity complex’s and foreign exchange -AI TOOLS AND SOFTWARE ENTERPRISE SOLUTIONS Enterprise systems: GenieAI-investment operations, Edg AI, Tredence, Artian AI, Tifin Axis Tools: Monday.com, Asana Intelligence, ClickUp Brain, JIRA and Atlassian Intelligence, Copilot, Claude, ChatGpt, Notion AI, Power BI Copilot, Tableau Pulse, ServiceNow AI
• Project Manager and Risk Analysis Specialist on the GRA strategy for implementation of LIBOR/SOFR Transition Program for derivatives, rates (domestic and international), commercial and retail loans, ARMs and fixed mortgages • Subject matter and technical expert for assigned applications, working with data scientists and quants in risk management • Managed the SDLC for the transformation of a 700 trillion dollar book of derivatives, mortgages, fx, rates and any LIBOR index to the new SOFR index • Project manager in the separating of the bank and trading books for the FRTB project that commenced after bulk of SOFR transition project for the PMO • Manage self-developed proprietary techno-fundamental trading strategy • Trader/Portfolio Manager for SOFR products, cash fx, rates, commodities, equities, grains, cash stocks, etf’s, derivatives and options strategies equities, derivatives, fx, rates
• Worked as a PM for PMO, traders and technology to develop an AI proprietary trading system: machine learning programmers, unsupervised and supervised models, utilizing deep learning and neural networks and the testing of the results • PM for AI development of financial analytical research for clients and the salesforce • Analyzed Fundamental Review of the Trading Book (FRTB) suite of capital rules developed by the Basel Committee on Banking Supervision (BCBS) as part of Basel III, and applied to any customer banks wholesale trading activities • Advise on technical solutions for LIBOR/SOFR transition, regulatory issues and any IT issues • Senior Project Manager/Business Analyst and former trader/sales/broker who understands and is able to translate complex trading and sales concepts to develop generative AI programs with regards to capital markets, derivatives, rates, equities, foreign exchange and commodities. SME in total return and passive portfolio management, derivatives, equities, rates and fx ,analyzing and designing enhancements. Managed projects utilizing the agile methodology and scrums to ensure successful project completions. SME for derivatives, rates, fx, equities • Generated money-making ideas (Macro-Man) in these sectors for institutional clients: banks, hedge-funds, etc. through “Macro-Man” technical and fundamental analysis • Provide macro analysis, trade ideas, idea generation for derivatives, rates, equities, fx, and commodities
Principal: Trader/Portfolio Manager and Project Manager: Derivatives trader for short, medium and long-term time frames for all exchange traded derivatives and cash foreign exchange. Project Manage all risk management and trading systems • Manage self-developed proprietary techno-fundamental trading strategy • Trader/Portfolio Manager for LIBOR products, cash fx, rates, commodities, equities, grains, cash stocks, etf’s, derivatives and options strategies • Managed out side money (10mm) for one of the most successful Macro traders in the business (Soros ex-CEO Organization,BlackRock founder) • Total Fund Return: Hard Track Record on Interactive Brokers 2014: 6.23% 2015: 25.82% 2016: 15.86% hypo • IT manager for risk, compliance and systematic trading strategies: installs, testing and implementation Project manager for developers for trading systems (including electronic and automated trading systems) for the front, middle and back office • Project Manager for infrastructure implementations and compliance and regulatory issues • BA who gathered and documented business requirements for derivatives, mortgages, capital markets and foreign exchange
• Provide macro analysis, trade ideas, idea generation for derivatives, rates, equities, fx, and commodities • Strategist for OTC and exchange derivatives, LIBOR, fx, commodities, rates, equity indices. Project Manager for client on-boarding • Generated money-making ideas (Macro-Man) in these sectors for institutional clients: banks, hedge-funds, etc. through “Macro-Man” technical and fundamental analysis • Trader/Institutional Salesperson/Broker, Project Manager and Strategist for OTC and exchange derivatives, LIBOR, fx, commodities, rates, equity indices. Project Manager for client on-boarding • Client track record on trading ideas: 2013: 32.75% (hypothetical return: time stamped by Bloomberg and e-mail send-outs) • Project manager for all client connectivity and system upgrades • Project Manager for OTC and Exchange Derivatives, LIBOR, FX, Commodities, Rates and Equity Indices • Project Manager for client on-boarding • Project manager for all client connectivity and system upgrades and on-boarding