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