Senior Portfolio Trading Sales & Business Development Executive

Dynamic goal-driven corporate leader with over two decades of experience directing innovative sales, business development projects and initiatives in financial services. Aggressively identifies prospective customers, isolates new channels, seeks innovative methods and ideas, and provides tactical business solutions to expand sales performance and improve productivity and grow revenues.

Professional Experience

Founder/Managing Partner

Cemco Holdings ] Consulting/Advisory Firm, New York, NY September 2019 to Present

Utilizing a wealth of experience, and extensive contact list cultivated over 20 years in the financial industry.

Connected companies with the proper resource for funding, marketing, and operational needs.

Worked with small to mid-tier companies and hedge funds of various verticals such as commodities, health care, digital etc…

Vice President Institutional Business Development

Prometheum Crypto Securities Firm, New York, NY June 2019 to September 2019

Established partnerships with broker dealers /Investment banking firms for future SSO listings. Increased B to B partnerships by 30%

Worked on customizing marketing materials for both clients and prospective investors.

Introduced company to potential Investors in the U.S. and Mexico.

Created a Latin America strategy for partnerships and investors. Increased LATAM exposer 100%

Senior Managing Director

CV Brokerage Full -Service Broker Dealer, New York, NY June 2016 to March 2019

Overseeing all sales, trading, and operational activities for the firm.

Reorganized Sales and Trading team to ensure full global institutional trading desk. Increasing Sales and trading revenues by 40%.

Clearing agreement to marketable competitive pricing. Reducing over 30% on operational cost.

Organized billing and all back-office operations.

Utilizing business development experience Raised 46MM almost 50% of AUM for Hedge Fund (owned by firm)

Senior Managing Director/Partner

Tigress Financial Partners Full -Service Broker Dealer New York, NY April 2015 to June 2016

Overseeing all sales, trading, and operational activities for the firm.

Started trading desk from inception.

Chose trading system and negotiating clearing agreement that reduced overall cost by 30%.

Coordinated with JV Brazilian firm Gradual for US executions.

Director

GFI Group Full- Service Broker Dealer, New York, NY July 2013 to April 2015

Part of the Lat Am Exotic team.

Responsible for building the firm’s electronic trading product, which includes global portfolio trading, algorithmic trading, and DMA.

Director

Cantor Fitzgerald Full-Service Broker Dealer, New York, NY April 2012 to July 2013

•Created the firm’s global portfolio and algorithmic trading product. Grew global program sales by 50%.

•Built and introduced Lat Am relationships to enhance existing ETF desk. Grew ETF business by 20%.

Managing Director

SJ Levinson Boutique Qualitative Firm, Purchase, NY April 2010 to February 2012

Created and managed a portfolio/algorithmic team of sales professionals.

Improved productivity on my existing relationships over 100 percent.

Covered a combination of accounts comprised of both traditional "long only" accounts and hedge funds.

Helped clients understand which products would enhance their trading strategies and systems.

Senior Vice President – North America Portfolio Trading Sales

CA Cheuvreux North America Full-Service Brokerage Invest Firm, New York, NY May 2008 to March 2010

Responsible for development of Portfolio Sales from US client base to global markets including initiating access to Latin America.

Improved desk efficiency and execution quality by utilizing numerous value-added trading tools and execution systems (ECNs, floor brokers, crossing networks, block traders), aided in finding liquidity, and reduced the per-share commission cost. Increased revenues by 40%.

Organized and developed marketing and sales trips to promote CLSA/Cheuvreux Portfolio Trading joint venture.

Covered a combination of accounts comprised of both traditional "long only" accounts and hedge funds. Helped clients understand which products would enhance their trading strategies and systems.

Executive Director, Head of Program/Algorithmic Sales

CIBC World Markets Corp., Global Trading Firm, New York, NY April 2005 to February 2008

Responsible for U.S./Canadian portfolio, algorithmic, and DMA products originating in the U.S and sold worldwide to buyside clients.

Introduced new clients, increased revenues, and maintained trading relationships with clients developed in the past that included mutual funds, banks, and hedge funds; monitored client portfolios, provided research, disseminated news, and pertinent information for clients.

Provided clients on transaction cost analysis and trading efficiencies for best execution in high-pressure Equity Trading environment. Made markets in securities traded and managed risk capital; successfully cross-sold proprietary products offered by CIBC, resulting in new revenues for the firm.

Organized sales team and worked to integrate CIBC’s U.S./ Canadian algorithmic products into CIBC’s cash equity sales-trading group.

Increased revenues by 40% working with existing CIBC accounts and bringing in new relationships while planning CIBC’s global electronic product expansion.

Managing Director, Head of APT Sales-Trading

Piper Jaffray & Co./Vie Financial Investment Firm New York, NY November 2003 to March 2005

Led Piper Jaffray to number six in algorithmic trading market share rankings through marketing and sales efforts on a small team.

Increased share volume and agency revenues by 60% through the establishment of numerous buyside clients.

Managed sales traders and worked to integrate algorithmic products into Piper Jaffray’s cash sales-trading group.

Built Vie’s sales-trading team and managed/oversaw all customer relationships.

EDUCATION & CREDENTAILS

John Jay College, New York, NY

Government Administration/ Political Science

US Navy

Operational Intelligence

Licenses/Skills

Series 7,55, and 63

PC literate; knowledgeable in various trading, reporting, and market data systems

Languages

Spanish (Fluent) Portuguese (Fluent)

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