SUMMARY:

• Front to back - office asset management technology solution provider, system transformation lead and subject matter expert. Senior business analyst and strategist for firmwide initiatives for asset management technology Very strong hedge fund and capital markets product and technology noledge. Expertise in valuations, trading, OMS, Risk Systems market data, real-time reporting, alerting, P&L attribution, portfolio accounting and security master.
• Expert ability to liaison between business, complex technology initiatives and clients.
• Conceptualized, and created front, middle, and back-office systems at 35+ major hedge funds and asset managers for dynamic real-time risk reporting for Equities, Derivatives, Futures, FX, Rates, Financial Commodities and Fixed Income
• Founded Confidential (DHS) a software consulting firm dat built real-time technology systems exclusively for hedge funds.
• Fully managed teams of up to 40 people creating applications for numerous top Hedge Funds and Asset Managers. Built business from scratch. Led all sales initiatives. Average annual revenue for 11 years $8.8 million per annum 45% margins
• Senior systems analysis and SME on many asset management front, middle and back office transformations.
• Lead partnerships and offer strategic vision at LightPoint.
• Worked with Goldman Sachs, Morgan Stanley, and J.P. Morgan and over 30 hedge funds.
• Worked with scores of portfolio managers, COO, s, CEO’s, risk managers and traders.
• Built two successful consultancies by being able to “get into teh weeds” and simultaneously bringing creativity and value to teh big picture.
• Very strong derivatives and risk in theory and in practice across most all asset classes.

PROFESSIONAL EXPERIENCE:

Confidential - Ridgewood, NJ

Managing Director

Responsibilities:

• Led team to create Market Data Service (MDS) to allow user to pick and market data from multiple vendors, and just use what is necessary and best.
• Full conceptualized and add teh ability to run all risk real time with a partner company.
• Created performance attribution calculations for our Portfolio Accounting System.
• Created road map and security master to handle OTC instruments in our system.

Confidential - Jersey City, NJ

Executive Company Consultant

Responsibilities:

• Product Management, Business Analyst, Project Implementation and Subject Matter Expert
• Ran Hedge Funds Pricing technology group, Middle/Back Office Regulatory and Risk Reporting
• Managed and created JP Morgan’s SEC Form PF application product involving Stress Testing and Risk analysis, and integration of data from multiple disparate sources within JP Morgan.
• Form PF Product still used for over 80 hedge fund clients. Created large revenue stream for JPM.
• Managed integrated pricing system (MCP) with Geneva and trade capture to halp produce end of day NAVs and P&L.
• Provided daily support for all pricing activity at JP Morgan Hedge Fund services Heavy middle and back-office noledge obtained adding to my extensive Front Office background

Confidential - Jersey City, NJ

Managing Partner and Founder

Responsibilities:

• Responsible for all aspects of a growing and managing a dynamic highly profitable team consisting of up to 40 employees and average $8.8 Million in revenue.
• Real-time risk, exposure and P&L reporting for hedge funds and prime brokers across multiple asset classes and derivative types.
• Performance attribution, risk, stresses 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 broker 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.
• Built investor portals for asset management clients.
• Creating enhanced portfolio management and trading systems for diverse real time 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., sample systems worked with include, Eze Castle, Geneva, Bloomberg and Six Financial
• Manage projects through SDLC or Agile development
• Built 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 several its largest Hedge Fund clients (off site).
• Utilized extensive FX, equity, 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.

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.