- Develop and teach undergraduate and MBA-level economics, finance, and corporate finance courses, including: - BUS 620: Micro- & Macroeconomics Foundations for Managers (2023 – present) - BUS 313: Economic & Financial Environment of Global Business (2022 – present) - BUS 314: Corporate Finance (2022 – present) - FIN 321: International Business Finance (2021 – 2023)- Incorporate real-world applications and case studies into lessons, emphasizing financial decision-making and international market dynamics.- Create engaging course materials, assessments, and projects to develop student financial and economic analysis proficiency.- Foster inclusive learning environments, promoting collaboration and critical thinking among students from diverse backgrounds.- Advise students on academic progress, career paths, and professional development.

- Managed five portfolios for high-net-worth individuals and companies, balancing risk across economic growth and inflation drivers.- Developed systematic investment strategies using a combination of ETFs and bonds.- Conducted market research to identify macroeconomic trends and investment opportunities across asset classes.- Provided financial education and training to clients, helping them improve their understanding of investment strategies and portfolio management.- Hosted annual Retirement Planning seminars for client employees, including presentations on investment fundamentals and retirement planning tools.

- Born out of my experience surviving Hurricane Irma in the British Virgin Islands, I founded and developed a public registry platform to help disaster survivors share recovery needs with potential donors.- Graduated from the Founder Institute Silicon Valley program and completed the Accel7 accelerator program, enhancing my business development skills.- Oversaw all aspects of platform development, including web design, user interface, and backend database management.

- Taught the Investments Module for professionals preparing for the Institute of Chartered Secretaries and Administrators (ICSA) exam.- Delivered instruction on financial products, investment management strategies, securities markets, derivatives, and capital structure.- Provided personalized tutoring and guidance to professionals aiming to deepen their investment and financial markets knowledge.

- Designed and managed defined contribution plans for companies in the British Virgin Islands, combining asset management and recordkeeping.- Developed personalized investment strategies through investment policy statements, risk management frameworks, and policy portfolios.- Signed and managed relationships with new clients, providing tailored financial advice to meet long-term goals.- Collaborated with trustees and regulatory bodies to ensure compliance with evolving financial regulations.- Delivered participant-level education programs focused on investment fundamentals and retirement planning.

One Basic Sailing & Navigation course in the New York Harbor + buy sailboat with best friend + blue water = best remedy to Wall Street

- Managed the transition of ETF trading operations from Lehman Brothers following the acquisition by Barclays Capital.- Served as a market-maker for U.S.-domiciled ETFs, including commodity, international equity, and fixed-income products.- Developed pricing models and algorithms to optimize ETF trading and enhance operational efficiency.- Oversaw the hedge unwind during the Lehman bankruptcy and Barclays transition, ensuring minimal disruption and successful integration of systems.

- Market-maker on a team responsible for trading U.S.-domiciled ETFs, including commodity, international equity, and fixed-income products.- Created pricing models for commodity ETFs and international ETFs, improving trading efficiency and expanding the desk’s range of products.- Developed a carry arbitrage algorithm to identify ETF vs. basket carry trades, saving the desk significant carry charges.- Traded ETFs, programs, and futures on an agency basis.

- Led a cross-functional team of engineers, sales representatives, and marketers to introduce new solutions in the hedge fund and offshore fund administration markets.- Conducted extensive market research and spearheaded solution launches for hedge fund and fund administration solutions.- Organized a global roadshow to showcase new solutions, targeting U.S., Caribbean, and European markets, which doubled market share in the fund administrator space within one year and solidified Advent’s position as the leader in the emerging hedge fund industry.- Conducted in-depth industry analysis and functionality validation through meetings with key clients and prospects, ensuring Advent’s products contained the right mix of reporting, accounting, and trade order management functionality for the hedge fund and fund administrators industries.