SUMMARY:

• Front - to back office asset management solution consultant with deep asset management expertise and proven business development passion and success. Deep Capital Markets products, valuations, trading, risk, real-time reporting, regulatory and P&L attribution
• Director, Senior Manager -- major hedge fund and private Confidential technology firm.
• Founded Confidential Hedge Systems (DHS) an asset management software consulting firm that builds real-time technology systems exclusively for hedge funds and asset managers. Goldman Sachs was first client.
• Conceptualized solutions, performed gap analysis and created front, middle and back office systems at 35+ major hedge funds and asset managers for dynamic real-time reporting for Equities, Derivatives, Futures, FX, Rates, Financial Commodities and Fixed Income.
• Fully managed teams of up to 40 people analyzing, consulting and creating applications for numerous top hedge funds and asset managers. Built practice from scratch. Average annual revenue for 11 years $8.8 million per annum. 50% margins.
• Subject matter expert real-time market risk, What-If, exposure, risk, regulatory and P&L across multiple asset classes.
• Excellent motivator, team leader and very strong business development skills. Worked extensively with traders, portfolio managers, risk teams, quants, CEOs and technology.
• Worked with Goldman Sachs, Morgan Stanley and Confidential and over 70+ hedge funds and asset managers, mutual funds and investment banks.
• Built successful practice at Confidential Consulting working with Morgan Stanley as my initial client
• Specialize in quickly understanding, improving, documenting and integrating disparate technology systems within asset managers and investment banks.
• Expert ability to liaison and consult between business and complex asset management technology initiatives.

RELEVANT TOOLS AND SYSTEMS:

• Aladdin, LayerOne, Broadridge Asset Management Products, Imagine Risk System, Eze Castle, Visio
• Microsoft toolsets, C#, .Net, Java, SOA, Grid controls, WCF, SQL Server, SQL, and Powerpoint/Excel. Advent Geneva, Bloomberg, Reuters, SIX Financial, MongoDB, R, C++, Murex

EMPLOYMENT:

Confidential, Jersey City, NJ

Special Consultant

Responsibilities:

• Enhanced risk reporting technology for Delta’s real-time portfolio management system. Acting as SME for select projects.

Confidential, New York, NY

Director, Hedge Fund Regulatory Reporting Group

Responsibilities:

• Managed New York regulatory reporting for Private Confidential, Mutual Funds and Asset Managers.
• Implemented technology to vastly improve the group’s ability to work together globally. Improved leading technology and improve team’s delivery to global hedge fund and private Confidential client base. Managed team of2.

Confidential, Greenwich, CT

Product Management, Consulting Analyst

Responsibilities:

• Ran Hedge Funds Pricing technology group, Middle/Back Office Regulatory and Risk Reporting
• Managed and created Confidential ’s SEC Form PF application product involving Stress Testing and Risk analysis, and integration of data from multiple disparate sources within Confidential .
• Worked with trade capture, performance attribution, Confidential pricing and Fund accounting groups as senior consulting analyst and project manager on multiple projects.
• Heavy security master and market data experience.
• Managed integrated pricing system (MCP) with Advent Geneva and trade capture to help produce end of day Confidential and P&L books and records.
• Provided daily support for all pricing activity at Confidential heavy middle and back office knowledge obtained adding to my extensive front office background

Confidential, Jersey City, NJ

Founder

Responsibilities:

• Responsible for all aspects of a growing and managing a dynamic highly profitable team consisting of up to 40 employees.
• Consulting on real-time risk, exposure and P&L reporting for hedge funds and prime brokers across multiple asset classes and derivative types.
• Performance attribution, risk, stress testing, risk reporting live and EOD.
• For Goldman Sachs created from business and analytical perspective “Portfolio Manager Tool” -- a real-time reporting application at one time used for Goldman Sachs prime brokerage hedge fund clients.
• Expert consulting skills to pick up client systems and products with extreme efficiency and make systems better. Detail oriented with exceptional communication and analytical skills
• Creating enhanced portfolio management and trading systems for all types of reporting.
• Interfaced seamlessly with risk teams, traders, portfolio managers, C level executives and back office.
• Knowledge of major capital market products and technology required for trading, research and risk management e.g. Eze Castle, Geneva, and Bloomberg, Six Financial
• Manage projects through SDLC or Agile development
• Sample projects include real-time portfolio stress testing, dynamic exposure, P&L reporting, market data systems and risk alerting, VAR implementation, pre trade analytics, regulatory reporting, hedge fund administration and T+0 reporting.
• Helped build customer base via sales from networking and meeting with executives and prime brokers

Confidential, New York, NY

Senior Associate

Responsibilities:

• Built asset management consulting group with major clients including, Morgan Stanley and numerous "Top 50" global Hedge Funds and trading desks.
• Oversaw and architected over 30 applications for Morgan Stanley Prime Brokerage and a number of its largest Hedge Fund clients (off site).
• Developed VBA, Excel/Access/SQL desktop and client server based applications for risk management, performance analysis, and real-time P&L risk.
• Utilized extensive FX, Confidential and commodity expertise to develop creative technology solution for specialized funds.
• Performed high-level business analysis, business development, and technical architecture for financial clients.
• Strong advanced Excel expertise. Utilized SQL Server and Microsoft Access.

Confidential, New York, NY

Trading Desk / R&D Specialist

Responsibilities:

• Sat on trading desk.
• Developed real-time portfolio risk management analysis system for commodities and currencies using Microsoft, Oracle and UNIX.
• Created calculator to price option strategies requiring execution of scores of options to fund and hedge positions.
• Developed real-time Excel pricing applications for commodity swaps, exotic options, and commodity-backed structured derivative products.
• Designed and developed price hedging program tools and strategies for a variety of commodity/currency derivatives products.