BTIG

Drove efficiency in customer service and operations by developing processes for international trading, confirmation, reconciliation, foreign currency management, fail management, risk management.  Achieved 96.5% on-time settlement rate.

Organized various projects related to process automation, volume insensitivity, improved accuracy 
and reduction/elimination of manual touchpoints, allowing the team to complete triple the amount of volume without additions to staff.

Achieved high customer satisfaction by developing the team’s sensitivity to customer 
needs/requirements and providing specialized services to various clients, including equity SWAP andADR Arbitrage.

Served as Subject Matter Expert for equity and foreign currency operations and trading processes.

Coached and developed team members by selectively delegating daily tasks and special projects, resulting in enhanced product knowledge and higher service capacity/quality.

Led the development of enhanced client transaction matching/break reporting.  Directly resulting in a fifty percent reduction of unmatched trades and quick resolution differences by providing proactive 
reporting to clients.

Coordinated the creating/enhancement of procedures trading, systems and middle -office to facilitate ADR/ORD conversion transactions.

Created and managed daily reporting that communicated the firms commission revenue and risk situations to the firm’s executive leadership.

Managing Director

A forward-thinking Financial Services Professional with have 20+ years of progressive experience.  Skilled at spearheading the development of the organization’s overall strategy supported by scenario planning, proactive leadership and thoughtfully engaging all key stakeholders. Adept at developing processes, timelines, and managing risk. Continuously improving key components of operations with a strong focus on customer service..

Specialties:

Process Improvement
Operational Efficiency
Team Leadership
Customer Satisfaction
Customer Service Operations
Risk Management
Analytical Skills
Capital Markets
Procedure Development
Project Management
Settlements
Team Coaching
Financial Services
Investments

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