JBI Metia is a data, AI, software and solutions company focused on fueling our clients’ revenue growth through data-driven insights and AI-enabled solutions for sales and marketing excellence. With over three decades of expertise, JBI Metia serves some of the largest tech and finance companies in the world. The technical foundation of the JBI Metia platform is our Knowledge Base technology for AI, which combines companies’ data assets with guidance frameworks and our AI Suite of tools, to provide unprecedented insights and productivity gains.

The JBI mission is to design, build and renovate companies to be best in class.  JBI’s focus is on a) Marketing and b) Innovation to automate and scale the financial sector.

Headquartered in Los Angeles with a global presence, InvestCloud develops first-class, financial digital solutions, pre-integrated into the cloud. By empowering investors and managers with a single version of the integrated truth through its unique digital platform, InvestCloud creates beautifully designed client experiences and intuitive operations solutions using an ever-expanding library of digital modular apps. The result? Powerful products for individual investors and institutions alike, assembled on-demand to meet clients’ specific needs.

Institutional Rates Sales 2014-2016Client relationship manager for variety of Real Money accounts focusing on Government Sponsored Entities (GSEs), Central Banks and Asset ManagersTransact across a diverse portfolio of products such as US Treasury and Agency debt, Treasury futures, interest rate swaps and swaptions, and repurchase agreements. Institutional Foreign Exchange Sales 2012-2014Developed and managed client relationships with top tier Hedge FundsExecuted and priced foreign exchange option, spot, and forward transactions

Finance and Financial Instruments and Markets dual concentration

Sales and Trading Summer Associate

Relationship Manager Primary relationship manager for numerous investment banks responsible for all training, new installations and product development of Bloomberg Professional. Developed strategic initiatives to create and produce new products and displace competitors.