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Managing Director Resume

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Summit, NJ

AREAS OF EXPERTISE

  • Portfolio & Risk Management Relationship Management Asset
  • Liability Management VaR Analysis Quantitative Analytics Model Building
  • Credit Analysis & Valuation
  • Equity Analysis & Valuation
  • Derivatives Analytics & Valuation
  • Debt Trading (Rates & Credit)
  • Equity & Derivatives Trading
  • Debt Origination

PROFESSIONAL EXPERIENCE

Confidential, Summit, NJ

Managing Director

Responsibilities:

  • Started a publishing, consulting and advisory business.
  • Published 2 nd Book “ Confidential ”
  • Contributing Author to TheStreet.Com & RiskReversal.Com
  • Provide FinTech & Financial Services & Management Consulting Services

Confidential, New York, NY

Senior Derivatives & Quantitative Strategist

Responsibilities:

  • Increase firm revenue by selling firm’s electronic trading & advisory services
  • Deepened firm’s relationships by advising clients on teh use of quantitative analytics and listed options
  • Perfected & prototyped decision support systems for web delivery. Systems include: o Synthetic replication models (volatility, equity, corporate debt)

Confidential, Stamford, CT

Managing Director, Chief Derivatives Strategist

Responsibilities:

  • Built a derivatives business from scratch, achieved OCC membership
  • Worked wif sales/traders to generate millions in revenue and grow customer base
  • Developed & published investment ideas incorporating derivatives strategies for distribution to CRT clients

Confidential

Director PM, RM, Head of Prop Trading Analytics

Responsibilities:

  • Developed proprietary trading ideas generating over $100+ million of profits per year for teh bank while driving millions in commission flow as an additional revenue source
  • Managed proprietary & market making trading books (equities, listed options & convertible bonds) using fundamental and VaR analysis to achieve desired risk/return profile while servicing customers liquidity needs
  • Used leadership talents to train / develop junior staff into critical thinkers, making them better traders & sales persons

Confidential

Director Project Finance, Portfolio & Risk Manager

Responsibilities:

  • Developed & implemented business unit strategy, tripling revenues and profits, while lowering risk concentrations
  • Managed teh debt origination process globally doubling annual originations wif only a 10% increase in manpower
  • Managed teh project finance loan portfolio, assisted in loan origination, loan sales, & workouts of distressed loans
  • Developed & implemented Basel II compliant analytical method for loan rating, pricing & capital allocation
  • Advised teh Basel II Modeling Task Force to design TEMPeffective and workable regulation for Specialized Lending
  • Managed a staff of 14+ people in 5 countries
  • Regularly reported to Executive Level Management, including Credit Committee & Risk Management Committee

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