Ridgeline is a FinTech startup founded & led by the former CEO and founder of Workday and PeopleSoft, Dave Duffield, to deliver a highly functional enterprise SaaS platform using modern technologies for the investment management industry. We’re headquartered in Incline Village, Nevada, where all the fun of Lake Tahoe living is right in our backyard.

Financial Services and Banking Institution in Japan Conducted trading activities and managed several FX options portfolios. Mentored and trained junior traders and sales staff; managed assigned portfolio while improving team productivity. Worked closely with several internal teams and outside vendors on ways to improve workflow efficiency and reduce operating cost.•Began role as an Associate Trader and promoted to Manager in 2012 based on outstanding work performance.•Provided market making in the OTC FX options market, and priced structured FX options products for clients on daily basis.•Managed portfolios’ interest rate risks using various types of swaps.•Coordinated and successfully established inter-bank electronic trading processes that grew liquidity by 30% and reduced trading cost by 25%.•Implemented comprehensive risk monitoring tools for the trading desk and collaborated with IT team to make risk reports available early morning for enhanced daily work efficiency.•Attained a 30% increase in client flow through launch of new products and more aggressive pricing resulting in the largest FX structured retail client flow among major banks.•oversaw project that automated trade-booking process and enhanced productivity while reducing booking errors by 70%.

Software Solutions ProviderProvided technical management of corporate sales accounts throughout North America. Conducted pre-sales demonstrations and post-sales consulting. Reviewed and assessed clients’’ needs and matched with appropriate technical solutions. Trained clients and internal sales team on all products and services.• Successfully developed and executed account plans and exceeded 100% of quota for FY06.• Created and delivered on-line seminars to clients and internal sales team and reduced travel expense by 50%.