Praxis is a new generation of institutional market-markers, where risk management and critical decisions are rooted in time tested & proven methodologies, paired with forward thinking strategies and technology.Praxis offers risk management, liquidity, and market making services in over 500 spot and CFD products including FX, indices, commodities, stocks, and non-deliverable crypto CFDs, (tradeable 24/7).The Praxis founders have the very unique experience of managing billion-dollar retail-focused client books, providing OTC FX and CFD liquidity to some of the largest and well-known financial firms in the world, and creating corporate hedging solutions that rival the largest banks and exchanges.Liquidity Management: Praxis provides liquidity services to financial institutions, hedge funds, and money managers.Risk Management: Praxis offers risk management advice to financial institutions as well as complete risk management outsourcing services.Corporate Hedging: Praxis offers hedging capabilities for physical holders of FX, metals, crypto, as well as equity portfolio managers.

Freelance consulting to revamp Client Service & Customer Support teams with focus on reducing abandonment rates and provide an exemplary patient/client experience. Selected Contributions: Financial reporting, analysis/statistics warehousing.  Enhancing internal policies & procedures to give renewed vitality ensuring easy adaptation, compliance, transparency and clear direction.  Creating training schedules and leading course demonstrations to identify weak points, imbue performance and permeate cohesiveness & collaboration.  Overhaul of performance reporting metrics, KPI’s and database management for continual employee evaluations.

Responsible for managing and expanding billing services within Operations on the Dynasty Turnkey Asset Management Program (TAMP) platform. The link between our custodial & resource partners and Network Advisors responsible for the quality control function in calculating, verifying and processing client fees. Serve to facilitate billing setups and a smooth end-client experience assisting with various ad hoc financial analyses and reporting to service our Network.Primary functions within Operations is to execute on processes involving the TAMP billing platform to include maintenance, reconciliation, client interaction, and employing the fee debiting methods with various custodians. Working daily to enhance your Network advisory fee billing services, leading the execution of account fee billing activities and reconciliation on a month to month and quarter to quarter basis. Build out of policies and procedures engaging management, independent financial advisors, and technology resource partners to implement cohesive workflows and best practices – with the aim of providing excellent client service related to client accounts and billing. Providing the Dynasty “white glove” service in the onboarding of new advisory firms and their clients. Guiding our transitions and provide leadership on complex projects, develop action plans, and supply comprehensive solutions to client driven problems and needs. Specializing in the ability to evaluate, select and apply appropriate procedures, processes and techniques to the Network and their end clients. Selected Contributions:  Identifies opportunities for efficiencies in processes and recommends improvements. Participates in root cause analysis to correct and prevent deviations in processes and workflows. Compiles and analyzes data on a monthly/quarterly basis in accordance with billing and service practices. Assists with advisor onboarding and internal conversions to the reporting and investments platforms.

Appointed as lead advisor to assist proceedings, corporate recovery, and restructure. Assigned to company President and team to assist with development and review of new organizational plans, analysis of pre- and post- petition operations, and enhance future value of the company. Helped ensure maximum amount of recovery assets are corralled and distributed to claimants. Assisted senior team members & Trustee on projects from Forensic Accounting to Human Resources. Selected Contributions: Created a navigation system and indexing to propel productivity and successful results.

Established and cultivated efficient communication with employees by providing supportive leadership with an “open door” policy. Provided the Board with new implementation ideas and offered vendors with business solutions and partnership opportunities. Worked directly with Chief Technology Officer to develop improvements in the intra-system to build unity between the Sales, Support, and Operations teams. Developed budgets, financial projections, and growth strategies. Reviewed and analyzed various business types in order to understand the business model and potential risks in credit card processing. Generated consistent 12-23% YOY revenue growth by understanding international demographics; provided popular payment options to specific client regions within risk tolerance of internal team and member banks. Liaised with Compliance Officer and CEO under prestigious Financial Conduct Authority (FCA), performing complex and routine duties with minimal or no supervision ensuring easy workflow for both officers. Tasked with protecting bank assets by maintaining a real-time analysis of all financial transactions and proactively identify possible issues in a high-risk work environment. Worked diligently to soak in the expectations of officers and see them through; supervised Operations department; briefed Operations and Support departments on deliverables; volunteered after-hours to assist employee needs and free up the time of officers, followed up with groups to ensure/lock-in deadlines. Selected Contributions: Hired, trained and cultivated a successful addition of 5 Sales Executives, 3 Support Staff, 6 Operations Assistants and 1 Human Resource Administrator. Built trust and rapport to assure team cohesiveness throughout the organization; unified Sales, Support and Operations teams by pushing for intra-system changes resulting in both employee and client satisfaction.

Assisted Director of Operations with managing 300+ client/broker accounts from origination to post funding. Onboarded clients, handling KYC documentation and due diligence screening. Succeeded through the ranks of the department as lead assistant due to world class organization, efficiency and naturally collaborative with strong decision-making ability. Generated forecasts, reports, ghostwriting of emails, creating schedule packages, maintaining continuity of department in Directors absence, and overseeing and managing processes tied to Compliance, Human Resource, and Administrative activities. Selected Contributions: Extensive knowledge of international banking policies such as SEPA, SWIFT, IBAN, Sort Code, BBC, ACH, MT103, EMIR, etc.

Delivered critical support to management team in all areas of general administrative assistance. Handled high volume customer service communications, processed account payables/receivables, SalesForce and data entry. Worked closely with payment department to resolve all payment issues. Managed inventory, introduced training materials and assisted in marketing efforts. Managed calendars, booked appointments, meetings, luncheons and special events maximizing senior executive time with network. clients and business partners. Ghost-writing emails, ensuring timely correspondence by executives, booking complex travel arrangements with precision, and issued end of day announcements and next-day vision boards.Selected Contributions: Introduced training manuals and assisted in marketing efforts. Participated in Taste of Queens annual event at the company director’s request.