Sign in

Project Manager

New York, New York, 10014, United States
July 25, 2011

Contact this candidate



** ******* ****** ********* ** New York, New York 10014

Cell 510. ***. ****


License: Series 7


Head of Client Integration October 2009- April 2011

Launched the On-Boarding Group for Global Prime Brokerage Department, overseeing the assimilation of 300 start up and existing long/short equity hedge funds, fund of funds, family offices, endowments, foundations and high net worth investors with assets between $20 million and $1 billion

Built and maintained relationships with over 250 service providers, auditors, administrators and attorneys in the mid-tier hedge fund space, facilitating the seamless transfer and introduction of all client assets

Created firm wide internal reports and parameters for measuring prospective client leads and capturing current client revenues

Assigned global coverage for every new relationship, procuring legal documentation, completing compliance & due diligence, coordinating with internal operations, technology, research, sales, relationship managers and the institutional trading desk

Introduced investors to access for securities lending, leverage, financing, reporting and portfolio analytics for equity, options, futures and fixed income products

Maintained global relationships across 6 departments in international offices based in Hong Kong, Singapore, Sydney, and London offering clients access to BTIG’s Global Institutional Trading capabilities

Integrated client portfolios with internal Direct Market Access Trading Platform; trained each client on our in house built Excel Realtime Profit & Loss Analytics Tool, Customized Web Based Reporting, featuring daily & monthly reports; proficient knowledge of both Salesforce and Maximizer


Transition Account Manager March 2008-October 2009

On-boarded over 200 new funds, transferring client assets between $20 million and $1 billion from bulge bracket banks, at the height of the economic recession

Created new protocols and implemented organizational procedures for Merlin’s Prime Brokerage Group

Worked as liaison between fund managers and Merlin’s Sales Group, Account Executive Group and Technology Group

Worked closely with over 12 teams including The New Accounts, Margin, and IRS Departments at both Goldman Sachs & Co. and JP Morgan, managing relationships with their international offices to facilitate global clearing requirements

Trading Associate

Worked closely with senior traders to expedite institutional order flow, including stock loan and trade reconciliation

Successfully created internal trading reports facilitating daily customer order flow

Responsible for assisting with end-of-day trade activity allocation for hedge funds with assets under $1 billion

Proficient with firm’s trading platforms including, but not limited to, Real Tick, Knight Direct, Thinkpipes, Neovest and REDI

Sales and Marketing Associate

Worked on various projects with the CEO, COO, and Global Head of Sales and Marketing

Co-lead Global Custodian and Alpha Magazine customer satisfaction surveys

Assisted with co-writing press releases and aiding in editing marketing publications

Big Brothers & Big Sisters of New York, Mentor March 2010 - Present

Mentoring a first generation Chinese American eleven year old with the goal to empower and influence her life positively

ING NYC Marathon 2010, Participant July - November 2010

Finished the ING NYC Marathon in 04:04:11; raised over $5,000 to support Gilda’s Club Cancer Support Group

Minds Matter, Mentor Fall 2008-Fall 2009

Volunteered weekly with Stephanie, a low-income high school student, helping her write essays and apply to college prep programs. Stephanie completed Columbia’s Summer College Prep Program in 2009

East Bay Pediatrics, Medical Assistant Fall 2005-Fall 2006

Performed triage, routine cultures, X-Rays and assisted in the prevention and treatment of a broad range of illnesses

Delta Delta Delta Fraternity, Pi Chapter, V.P. of Risk Management, House Health Worker Fall 2004-Fall 2005

Studied and trained for over 400 hours to be the certified health worker for 80 house members; promoted health-education through advocacy with the purpose of prevention rather than treatment; presented on relevant health topics, informed chapter on access to appropriate healthcare and provided research and resources

National Collegiate Athletic Association (NCAA) Division One Crew Team Member, Cal Fall 2003


University of California, Berkeley Fall 2002-Summer 2007

Bachelor of Arts: Interdisciplinary Field Studies concentration on Cultural & Societal Influences on Health

Contact this candidate