Director, Distribution (Fintech Sales)

Matthew R. Leach, CFA *** E **th St, Apt #***

New York, NY 10003

adiva8@r.postjobfree.com 817-***-****

EDUCATION

Cornell University, Dyson Business School

Bachelor of Science in Applied Economics and Management Finance and Accounting Concentrations, Minor in Real Estate Ithaca, NY

Class of 2015

• Awards: NCAA Division I Men’s Soccer Letterman, 2012 Ivy League Champion

• Certifications: Series 7, 63 and 57; SIE; CFA Charterholder WORK EXPERIENCE

Raistone Capital

Director, Distribution

New York, NY

Apr 2020 – Oct 2020

• Headed Raistone Capital’s institutional sales and capital introduction efforts resulting in the FinTech startup being named one of ABF Journal’s 2020 “25 Most Innovative Companies in Commercial Finance”

• Managed and executed Raistone’s initial trade finance asset syndications via non-affiliate distribution channels, closing transactions collectively annualizing $1mm+ profit, furthered by the identification, sponsorship and implementation of critical business development initiatives

• Transformed existing Series B funding deck into a robust suite of pre and post-NDA marketing materials in a digestible form to create relationships with 10+ bank and 40+ non-bank capital providers, resulting in 50+ NDAs

• Educated capital providers on trade finance as an alternative asset class and distributed a 2bn+ pipeline of structured credit products ranging in risk from SCF programs spread over Libor, to double digit non-notice AR, to PO finance

• Sourced actionable bespoke pricing guidance from investors and indications via unsecured debt levels on Bloomberg improving credibility with customers and the percentage of program mandates awarded in competition

• Implemented comprehensive deal pipeline tracking process which established accountability and fostered internal stakeholder collaboration between origination, sales, risk and distribution teams throughout the unique life cycle of each deal in the pipeline. Evaluated, filtered and refined originated deals, tiering based on likelihood of funding HSBC Global Banking and Markets

Associate, Institutional Equity Derivatives Sales Trader New York, NY

Sep 2016 – Nov 2019

• Originated and executed a diverse suite of product flows (Exotic, Structured, Vanilla, and Delta 1) through idea generation and relationship building contributing to team revenue growth of 70%

• Lead a collaborative processes improvement effort developing excel models and automated pricing capabilities for insurance clients resulting in incremental annual revenue of $500k+

• Project manager for new proprietary institutional flow OMS, coordinated development teams, UAT and production rollouts, built an automated client revenue attribution dashboard from data export for management

• Automated OTC MarkitWire confirms in VBA and oversaw the non-MW trade confirmation process

• Calculated product accrual, settlement, unwind, novation and collateral cash flow mismatch reconciliations

• Primary sales trading contact for select asset managers, insurers, Canadian pensions, global macro and equity volatility hedge funds including: OTPP, CPP, and Bridgewater

• Landmark Trades: Coordinated HSBC’s first secondary market convertible bond trade, first option trade with an FX delta exchange and first futures-to-swap trade with a Canadian pension

• Daily Products Traded: Listed and OTC single stock and index options, Dispersion, Vanilla and Conditional Vol/Var swaps, ELNs, FVAs, Listed option layoffs, Futures on swap, Combo and future rolls, Div swaps, Revcons, Equity TRS and custom baskets, Stock borrow and loan, Port swap, Equity financing, FX hedging Analyst, Capital Markets Rotational Program Aug 2015 – Aug 2016

• Rotations: Credit Sales, Bank Investment Portfolio Trading (Buy-Side) and Interest Rate Sales Summer Analyst, Global Markets (FX Sales) Jun 2014 – Aug 2014 ADDITIONAL INFORMATION

Skills:

Affiliations:

Volunteering:

Interests:

Bloomberg, VBA, Python, Advanced Excel, Salesforce, Transaction Modeling, Financial Statement Analysis CFA Institute, CFA Society NY, YREPNY Real Estate Club, Cornell Club, Cornell 1865 Society Street Soccer USA, Locks of Love

Fitness, Gardening, Cooking, Traveling

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