Macquarie Group Jul 2018 - Oct 2019
Director
Diversified Fund Strategies Jul 2018 - Oct 2019
Principal
Harvard Business Analytics Program Jul 2018 - Oct 2019
Executive Program
J.p. Morgan Jun 2011 - Aug 2017
Americas Head of Global Portfolio Trading and Etfs and Co-Head Electronic Trading Sales
Unx May 2009 - Jun 2011
Head of Sales and Trading and Business Development and Fintech
Education:
Middlebury College 2008 - 2008
St. John's College 1988 - 1992
Bachelors, Bachelor of Arts, Classics, Mathematics, Philosophy
Middlebury College 1990 - 1990
Skills:
Trading Equities Business Development Portfolio Management Trading Systems Derivatives Financial Markets Capital Markets Management Fixed Income Bloomberg Financial Modeling Asset Management Risk Management Options Product Management Private Equity Market Data Strategy Analytics Investment Banking Data Analytics Structured Finance Investment Management Financial Analysis Valuation Securities Business Analytics Fintech Business Strategy Team Building Software Project Management Etfs Investment Strategies
Certifications:
Chartered Financial Analyst Finra Series 3, 7, 9, 24, 55 and 63 162977