Meticulous financial industry professional, excellent at juggling multiple tasks and working under pressure. Broad industry experience includes market making and trading on US and foreign exchanges, building of trading desks, and growing client relationships.
Finra Series 7, 24, 55, and 63 licensed representative
Superior proficiency in Bloomberg Professional
Personal qualities include: versatile, adaptable, and easily able to assimilate and apply new skills
Consistent PL producer with strong industry relationships
Risk management processes and analysis
Senior Vice President - International Equities, 04/2018 to Current BTIG LLC – Chicago, IL
Instrumental in developing new dynamic trading platforms capable of capturing FX neutral foreign securities for delivery in the United States in dollars.
Leveraged prior career relationships to grow our book of business with all the major securities wire houses and UMA/SMA asset managers.
Lead team member involved with the testing and development of a profound trading strategy capable of delivering foreign securities of the same order in both US dollars and the local market currency.
Strengthened current BTIG relationships by providing new trading capabilities with prior trading partners consequently resulting in deeper access to liquidity and improved execution quality.
Closely worked with trading partners to deliver client specific requests involved pre and post trade analysis, execution strategies, liquidity venues, and cost analysis and savings.
International OTC Head Market Maker/ETF Block Desk Trader, 01/2013 to 03/2018 Citadel Securities – Chicago, IL
Involved in the build out of Citadel\'s OTC offering including the design of all proprietary trading systems, connections to local brokers and global exchanges, implementation of trading strategies and risk management, and strengthening of trading partner relationships.
Manage the international market making desk trading over 20,000 securities in 30 countries. Citadel Securities is the number one market maker on the OTC markets platform trading ADRs and foreign shares in the United States. Additionally, provide local market trading access on an agency basis on foreign exchanges and provide clients with FX hedged USD prices.
Achieved firm profitability goals annually and grown personally produced increased PL annually since the desk began trading in 2013.
Strengthen client relationships including daily desk interaction via phone and Bloomberg, industry conferences and events, business trips around the country, and Citadel sponsored client events. Grown market share to 20%, becoming the number one trader on OTC Markets.
Involved in the build of the ETF block desk including establishing relationships with institutional desks and traders and building internal networks and risk managements systems. Daily interaction with clients to provide prices on multi million share and dollar block trades in the ETF space.
Sales development on the ETF block desk has grown the business to quoting over one billion dollars in securities a day and established Citadel as one of the top liquidity providers for institutional desks on the street.
Head Trader and Team Developer, 07/2010 to 06/2012 Avatar Securities – Chicago, IL
Daily operations encompassed simultaneously pricing stocks and equity options, establishing buy/sell indicators, and minimizing risk exposure.
Managed multiple options positions while simultaneously trading 300,000 - 700,000 shares of stock daily.
Developed and implemented training program for all new hires company wide. Served as the primary mentor to over 35 traders.
Utilized financial skills and knowledge to develop quantitative analysis modeling for trading methodologies.
Followed all potential price moving corporate actions while also staying up to date on insider transactions.
Proprietary Equity Trader, 12/2002 to 06/2010 Great Point Capital – Chicago, IL
Daily operations encompassed pricing stocks, establishing buy/sell indicators, and minimizing risk exposure while trading 200,000 - 1,000,000 shares daily.
Monitored SEC filings and company press releases to gain insight on company metrics and competitive positions within sectors.
Observed analyst conference calls to revise expectations and identify future opportunities.
Reduced risk exposure by monitoring trading activities and position size on volatile stocks.
Executed trades based knowledge gained through studying order flow and trading programs.
Forecasted price movements and placed effective stop orders based on technical analysis.
Developed valuation/trading models through analysis of past trades.
Assisted in increasing firm profits by 3 million dollars during the 2008 calendar year, by focusing on loss prevention, risk management, capital preservation, and attention to details.
Reviewed, checked, and recorded all executed trades, balanced P&L statements, and ensured accurate trading positions.
Bachelor of Science: Urban and Regional PlanningUniversity of Illinois - Urbana