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Business Analyst Portfolio Manager

Colonia, NJ
October 12, 2021

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*** ******* **** *****, ******* Ridge N.J. 07920

C 908-***-****,

OBJECTIVE Increase financial contribution by assessing needs,expanding client base, supporting existing clients with efficiencies to decrease costs, growing counterparty networks, andenlarging offerings.


Securities Lending Portfolio Manager New Product Launches Equity Derivatives Business Analyst Regional Marketing Financial Technologies Product Developer Structured Products Prime Brokerage Trader Sales Management

Training and Development COO Expense Organization


GLMX Technologies, LLC New York, NY Securities Finance Trading Platform 1/20-present Relationship Manager / Business Analyst

Help guide expansion of GLMX’s securities lending technology.

Spearhead GLMX global initiative to streamline, source, negotiate, execute and process security lending transactions.

Ensure details and platform deliverables; meet needs of stakeholders, design policies and best practices.

Market GLMX technologies to asset managers and pension programs in both the US and Europe.

EQUILEND HOLDINGS LLC, New York, N.Y. Securities Lending Platform 6/18 -11/19 Business Development / Product Sales/ Business Analyst

Managed customer transactions from EquiLend’s legacy post-trade.

Strategic point role selling EquiLend's precision analytics tool, The Pulse.

Product manager of SPIRE including development and modularization. Constructed regional sales.

WALLACHBETH CAPITAL LLCJersey City, NJ Institutional agency execution broker dealer10/17 –4/18 Managing Director –Relationship Management

Increased sales on all products including equities, ETFs, derivatives, electronic trading, risk management, portfolio solutions and trading optimization.

Led client meetings and sales presentations. Set revenue targets and identified resources needed to attain them.

Won and onboarded new clients including hedge funds, insurance companies, broker dealers and family offices.

CANTOR FITZGERALD AND CO. New York, N.Y. 2/15- 2/17 Managing Director –Securities Finance Executive/ Business Analyst

Increased counterparty network by 43% from 37 to 53 top and mid-tier entities.

Attained revenue growth in excess of 200% and earned net contribution of 240%.

Expanded high quality institutional multi-asset class supply by 500% from $1 to $5 trillion.

Orchestrated all aspects of customer onboarding including tax and regulatory due diligence. Facilitated the negotiation and execution of contracts, engagement letters, and statements of work.

COWEN EQUITY FINANCE LP, New York, N.Y. 11/12-1/15 Managing Director –Head of Cowen Equity Finance Group/ Business Analyst

Expanded balances by over 400% by increasing securities lending activities with new prospects and static accounts.

Achieved revenue increase of more than 300% from previous year through business modifications and change in product mix.

Developed and implemented a reverse conversion trading desk for the creation of synthetic supply. Traded securities in corporate actions generating more than $500K revenue. KDC SECURITIES, LPNew York, N.Y. New York-based hedge fund 11/10- 9/12 Principal, Portfolio Manager –Alpha Fund

Exceeded client expectations of returning a yield close to the benchmark S&P Index for the calendar year with minimal risk of principal.

Focused on capital introductions and networking for new investors and asset allocators. Succeeded in raising assets under management (AUM) by 25%.

Improved cash flow by $18M through monetizing inventory. Reduced inventory exposure by developing a common method of controlling various custody facilities.

Facilitated the sale of the KDC broker dealer to Cowen Group. Sale provided an immediate remuneration to existing partners as well as a four-year annuity agreement with a payout linked to Cowen equity finance group’s future earnings.

CREDIT SUISSE SECURITIES USA, LLC New York, NY 9/07 – 10/10 Managing Director –Prime Services

Increased revenue by 32% while navigating for $50 billion USD supply side of business including procuring stock, pricing and monitoring position limits.

Supervised six directors and eight junior traders in NY and London in the advising of 250 hedge fund global clientele and Credit Suisse proprietary book. EDUCATION Fairleigh Dickinson University- Teaneck, NJ -Bachelor of Arts St. Peters University- Jersey City, NJ - Graduate level course work LICENSES FINRA Series 24, Series 7, Series 55, Series 63 National Futures Association Series 3

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