Focused on bringing LLM/AI capabilities to the Investment process in pursuit of productivity and efficiency gains, targeted insights from broad information sets, and in support of alpha generation

Founding member of Zinnia’s newly formed Product Group – leader of our organization’s transformation from a Service-based Third-Party Administrator (TPA) for Life & Annuity carriers, to a Product-based Technology innovator and solution provider – supported by our owner and partner Eldridge Industries.- Currently lead the Fund Management product vertical – the industry leading SaaS and Service provider of Unit Value Pricing & Trading activities for the facilitation of Variable Insurance Products – Life & Annuities- Provide Senior leadership to the burgeoning group with focus on Product Analytics & Pricing, and key strategic Commercial Partnerships

- Led the coordination and execution of Zinnia’s (formerly SE2) acquisition of Convergent Financial Technologies in December 2020 – the market-leading SaaS solution for Unit Value Pricing & Trading - Responsible for outlining the company’s strategic vision and principals, coordinating major strategic initiatives, and managing third-party research and external consultants------------------------------------------------------------------With over $100 billion in assets under administration, Zinnia companies administer 2 million active policies on behalf of its 40+ clients. To learn more about Zinnia, please visit www.zinnia.com.Eldridge invests in businesses across the Insurance, Asset Management, Technology, Mobility, Sports & Gaming, Media & Music, Real Estate, and Consumer landscapes. The firm seeks to build and grow businesses led by proven management teams that have demonstrated leadership and experience to scale an enterprise. Eldridge is headquartered in Greenwich, Connecticut, with additional offices in Beverly Hills, New York, and London. To learn more about Eldridge, please visit www.eldridge.com.

Mezocliq is a cloud-based No Code enterprise technology startup affiliated with Guggenheim Partners and specializing in the Asset Management & Insurance industries. We sought to provide an alternative approach for the enterprise to build-out their business process software suite – one that requires configuration rather than development, and flexible enough to model processes across the business – securing golden-source data masters and mitigating burdensome integrations.• Played leading roles in numerous aspects of the company as a Senior Leader - Product, Project, & People Management, Business Analysis & Process Modeling, Client Service, Business & Corporate Development• Primary responsibility was the creation and management of our Trading suite – an end-to-end investment process solution to facilitate Order ideation, generation & management, and Trade allocation, confirmation & settlement

Global macro professional with over 10 years of progressive market experience with primary focus on currencies, commodities, and interest rates. Proven adaptability to ensure success in fast-paced, demanding environments across both sides of the financial industry. Proficient in utilizing a macroeconomic framework, analytical tools, and an extensive network to gather, filter, synthesize, and interpret market intelligence and economic data. Skilled in devising, implementing, and evaluating best execution strategies across multiple asset classes, instruments, and regions.Specialties: • macroeconomic trends and dynamics• monetary policy and central bank activity• global market liquidity and conventions• macro portfolio construction• currencies, global futures, options------------------------------------------------------------------• execution strategy development• process systematization• transaction cost analysis• classic technical analysis• Bloomberg, CQG, Excel, VBA Actively manage principal capital employing a top-down global macro investment approach targeting superior absolute returns.- Identify optimal long and short investments across primary global asset classes through a top-down analysis of prevailing secular macro conditions and trends- Qualitatively construct portfolios comprised of secularly favorable positions balanced across cyclically driven key risk factors and sentiment - Opportunistically shift portfolio as a function of value, perceived cyclical swings, and risk management- Generated significant positive returns with a 1.0 sharpe ratio employing a highly scalable approach

Devised, implemented, and enhanced FX execution strategies employed by all execution traders across time zones. Executed instruments in multiple asset classes including FX, Futures, and Fixed Income. Trained Junior Trading Associates in all execution procedures and strategies as well as market fundamentals and structure. Deeply engaged with Asset Class Leaders and Analytics team to ensure most effective execution strategies and implementation methodologies.- Designed and implemented desk-wide systematic FX execution strategies that directly reduced transaction costs and significantly increased execution efficiency- Created FX Strategy Audit framework and managed implementation through coordination of Department resources; Audit results directly launched significant cost reduction initiatives- Initiated well-attended weekly Trader Market Discussion Group; researched macroeconomic topics and questions of interest, set agenda, and moderated discussion- Appointed development lead for Execution Training Program; designed framework to outline program objectives, establish curriculum, and identify potential resources

Provided coverage of global markets for chairman and head trader with primary focus on currencies, rates, economic developments, and central bank activity. Researched fundamental and technical aspects of markets in pursuit of macro-oriented trade generation. Executed FX as well as futures in approximately 70 global markets across all asset classes for both quantitative models and discretionary macro-driven strategies. Rotating shift required liquidity and convention expertise for all traded instruments across Asian, European, and US regions. - Devised systematic monitoring process employed by execution desk for administration of all traded models - Created comprehensive database of Asian economic data to facilitate greater awareness of regional trends

Provided FX market coverage and liquidity for macro hedge funds, CTAs, and proprietary traders. Executed transactions across spot, forward, option, exotic, and NDF products. Supported colleagues with client coverage, pricing, trade entry, and discrepancy resolution.- Granted $7MM allocation to engage in proprietary risk taking across G-10 currencies- Promoted from middle-office support position to front-office sales position within 6 months of employment- Compiled book of clients that generated revenue in excess of $1.5MM annually

Assisted on Foreign Exchange trading desk responsible for supporting all trading, sales, and middle-office activities. Provided FX market coverage and liquidity for existing corporate clients while prospecting new accounts. - Top performer in esteemed 6-month Management Development Program- Established book of new middle-market corporate clients increasing group revenue