Towson, Maryland, United States
Financial Services professional with a proven ability to maximize strong relationships, increase revenues, and generate global business. Extensive experience in high-volume repo and securities lending trading environments and skilled in conceptualizing and implementing strategies customized to meet the client and firm needs with a focus on maximizing technology resources to improve commercial effectiveness.
Securities Financing Sales Specialist - Next Gen technology • Coordinated with Sales Executives and Senior Management teams to understand needs and maximize business opportunities. • Implemented technology solutions to drive efficiencies and improve overall commercial effectiveness.
Head of Repo Sales and Trading Built a profitable FICC Member Repo desk from the ground up
Recruited to create and build fixed income repo trading and funding desk to diversify exposure and enhance global repo business for broker/dealer Optimized funding and financing for North American trading desks by sourcing collateral both internally and externally; developed and executed trading strategies to increase P&L for proprietary book Collaborated cross-functionally with credit, legal, compliance, treasury, operations, risk, cash teams in New York, Toronto, Frankfurt and London and managed documentation process (MRA, GMRA, MSLA, GMSLA) Member of Funding and Liquidity Management Team addressing LCR, HQLA, Regulatory Capital requirements Developed and implemented new trading procedures for efficient collateral management across all global entities Leveraged industry relationships to introduce clearing business opportunities to generate revenue Played critical role in business wind-down with implementation of plan to mitigate financial risk; unwound $2B of securities lending
Managed and maintained broker book with over $3B in open and term trades; introduced and executed extendible structured trades for long-term funding Cultivated and maintained relationships with high-profile clients including top-tier hedge funds, security lenders, banks, broker/dealers
Provided investment solutions and facilitated effective financial management strategies to increase portfolio value for small businesses and individuals