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Paul Cargiulo ************@*****.***
New York, NY 917-***-****
Career Profile
I am a broadly capable executive leader with demonstrated experience in building, driving and maturing complex organizations, both large and small. My key strengths and expertise include: Strategic Planning and Execution coupled with a proven track record of launching, building, managing and operating businesses at broker/dealer, hedge fund and investment banking environments. I have a comprehensive understanding of the financial markets and the infrastructure to succeed in those markets.
• Organizational Design: Aggressive problem solver who develops people, process and technology appropriate for the situation. Experienced in determining key issues through comprehensive communications and problem solving to effectively accomplish conflict resolution.
• Leading Business Operations: Inspirational leader who motivates others to work to their fullest potential while simultaneously assisting in the development of their careers.
• Project Management: Effectively analyze, prioritize and direct organizational capabilities, augmenting them as necessary for efficient processes, from initialization through closing.
• Specialties Include: Investor Relations, Technology and Systems Development, Financial Planning and Analysis, Policy, Procedure and Process Development, Hedge Funds, Counterparty Credit, Financial Accounting, Securities Operations, Infrastructure Creation, Office and Vender Management. Career History
Director of Marketing
WESTFIELD RESEARCH, New York, NY 2016-2021
• Raise investor capital.
• Development of marketing strategy and business planning.
• Supporting the growth and retention of client assets. Founding Partner/Chief Executive Officer
MEADOWOOD CAPITAL MANAGEMENT, New York, NY 2011-2015
• CEO for start-up Quantitative Strategies Hedge Fund.
• Built out infrastructure of alternative asset platform, focusing on financial and business development.
• Managed all operational, research and technological production of trading strategies. Chief Executive Officer
MAREX USA, New York, NY, 2009-2010
• Spearheaded the launch of the firms’ expansion into the United States; focusing on futures, forex, and precious metals as the CEO for U.S. subsidiary of UK futures broker.
• Responsibilities included business management, product development, risk management and institutional client relations for Marex’s New York office.
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Executive Vice President
MF GLOBAL New York, NY, 2003-2009
• Directed all aspects of institutional client relationship management, including preparing marketing materials.
• Prospecting new clients, negotiating agreements, recommending credit facilities, servicing and maintaining accounts while monitoring risk exposure.
• Supervised adherence to firm regulatory and compliance guidelines. Managing Director
BEAR STEARNS & CO., New York, NY, 1996-2003
• Managed a global institutional futures desk in New York, London and Tokyo that provided fundamental and technical analysis on financial markets to institutional clients.
• Developed and implemented comprehensive hedging strategies using futures and options for fixed income and equity portfolio managers.
Vice President
MORGAN STANLEY, New York, NY, 1992-1996
• VP of FX derivatives desk structuring currency transactions for institutional clients utilizing cash, futures and EFP’s.
Education
LEMOYNE COLLEGE – B.S. Finance - 1985
Boards
FINEX EXCHANGE – Executive Committee 1993-1997
References
Available upon request