Professional Experience:
HEDGE FUND ADMINISTRATION:
Generate new business for start-up specializing in Hedge Fund Administration using Calypso platform.
Created marketing materials, restructured website, promoted Variman via complementary service providers.
Review P&L analysis, profitability models and workflow breakdown structure.
Key Accomplishments:
Increased brand recognition, profitability and client base from $2b to $6b AUA.
FOREIGN EXCHANGE:
Advised key accounts and lending teams on foreign currency exposure management and foreign Letters of Credit.
Rallied lending groups for increases in FX and trade finance lines of credit in order to facilitate deals.
40% travel throughout MidAtlantic region for presentations, product events and bank wide promotions.
Key Accomplishments:
Increased internal profile and positive return of working with international product partners.
GOLDMAN SACHS / COMMODITIES CORPORATION FX Sales, Princeton, NJ
Executed FX spot, forward, swap, NDF, EFP, option, derivatives for HNWI, HF and CTAs.
Arranged and actively participated in outside sales calls with key clients.
Key Accomplishments: Awarded $100,000 trading account and achieved profitable P&L. Series 3.
LEHMAN BROTHERS
FX Sales & Trading, New York, NY
Traded and executed FX, Silver and Gold overnight order book during Asian market hours. Achieved profitable P&L while undertaking minimal risk.
Key Accomplishments: Grew volume of overnight business specifically in Asian currencies.
CHEMICAL BANK
Corporate FX Sales
Executed FX deals for government entities, investment banks, Fortune 500, hedge funds, regional banks.
Developed Operations Manual with improvements that resulted in Front and Back office efficiencies.
Key Accomplishments: Onsite process management project in London, Geneva and Zurich for Private Banking Group.