• Lead successful institutional sales and product teams in charge of HSBC’s Exchange Traded Derivatives and OTC Clearing business• Successfully grown multibillion-dollar institutional client margin balances by over 400% since October 2013• Maintain relationships with institutional clients across North and Latin America covering asset managers, hedge funds, banks, market makers, insurers, and broker/dealers• Relationships with derivatives exchanges and clearinghouses, including CME, Eurex, ICE, LCH, TMX, B3, SGX, HKEX.• Set strategy with Product Development team to help define both internal and third-party client requirements for HSBC’s trading and clearing platforms• Responsible for annual operating plan and associated budget to deliver on platform improvements, revenue target, and client acquisition• Work closely with the Risk team to assess client portfolios, new relationship opportunities, and revenue targets relative to risk (RWA) and leverage exposure• Partner with Compliance to ensure the platform and sales objectives remain in-line with the CFTC and global regulators

• Present Citi’s service and platform to prospective institutional clients covering Asset Managers, Hedge Funds, Principal Trading Groups (HFT), and Corporates • Develop and maintain relationships to incentivize trading flows to steer towards Citi and the overall organization• Review Dodd/Frank regulation with clients seeking to clear their OTC Derivatives for IRS, CDS, & NDF products• Subject Matter Expert in Futures, with specialty in Straight Through Processing, Allocations, Reconciliations and Settlement• Main point of contact with Commercial Banking division to expand SME opportunities interested in accessing futures and options

• Managed team responsible for driving development of front-office clearing products and services• Managed the strategic and tactical initiatives for Citi’s institutional client-facing futures web portal• Lead the design of a new global order management platform supporting real-time order and allocation flow with FIX messaging• Responsible for all custom client projects for post-trade processing, settlement, and reporting• Primary point of contact for all front office product development requests by Operations, Project Management Office, Compliance, Risk, and Financial Control• Sales visits to present our eCommerce solutions to existing and prospective institutional clients

• Analyzed and improved matching criteria for allocation straight through processing (STP) for improved global trade flows, covering various scenarios such as Give-In, APS and Best Fit• Developed custom post-trade services including client-specific data reports such as delta option positions, purchase and sales (P&S) trades, Cross Cash FX Trades and Positions, as well as Option Assignment/Exercise Alerts• Worked actively with customers to integrate their FIX allocations messages to process various trade scenarios such as average pricing across various exchanges and methodologies• Lead global project for development of a “Pass the Book” order management platform to pass new and working orders around the global in a “follow the sun” order desk model between NAM, APAC, and EMEA

• Defined and developed requirements for the various existing internally developed front office applications, including client tracking, allocations, clearing/reporting, and give-up billing• Managed the Business work slate for all global product development initiatives• Worked with Futures Management and global sales desks to improve daily operations through improved trade processing