Multifaceted financial services experience with focus on a professional trader client base. Have a strong history of achieving results with a high impact on core business functions. Business Development Cross Functional Liaison Client Profitability Metrics Stakeholder Analysis Service Level Quality Control FINRA Compliance Relationship Management Strategy Implementations Back Office Operations KPI and Pulse Metric Reporting Process Improvement Collaborative Working Style CAREER HIGHLIGHTS Business Development & Client Relationship Management 1. Identified acquisition opportunity of MEB Options by XFA and directed the negotiations of the transaction resulting in over a 200% increase of market share with no additional infrastructure costs. 2. Cultivated client relationships with major Eurodollar execution broker resulting in significant loft of business scale. 3. Oversee Steering Committee meetings and product status reports to Business Partners and Senior Management as well as cross functional teams and internal groups. Business Analysis: Requirements Elicitation, Management, and Tracking 4. Partner with business sponsors to assist with review and analysis of key business functions. 5. Function as a technical liaison between client user groups and development teams to collaborate on solutions. 6. Perform gap analysis, documenting the existing issues, and submit proposals for solutions. 7. Conduct scope review sessions with the business end-users and technology to formulate innovative technology requests. 8. Document procedures and workflow process to find innovative solutions. Business Development & Client Relationship Management 1. Identified acquisition opportunity of MEB Options by XFA and directed the negotiations of the transaction resulting in over a 200% increase of market share with no additional infrastructure costs. 2. Cultivated client relationships with major Eurodollar execution broker resulting in significant loft of business scale. 3. Oversee Steering Committee meetings and product status reports to Business Partners and Senior Management as well as cross functional teams and internal groups. Business Analysis: Requirements Elicitation, Management, and Tracking 4. Partner with business sponsors to assist with review and analysis of key business functions. 5. Function as a technical liaison between client user groups and development teams to collaborate on solutions. 6. Perform gap analysis, documenting the existing issues, and submit proposals for solutions. 7. Conduct scope review sessions with the business end-users and technology to formulate innovative technology requests. 8. Document procedures and workflow process to find innovative solutions.

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Lake Harbor Retreat, Lake Harbor Retreat, Lake Harbor Retreat

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