Partnering with RIA's, Family Offices and Advisors throughout the great states of Texas and Louisiana. WisdomTree is a pioneer in the Smart Beta (we prefer to use the term Modern Alpha ) space. As a former ETF trader one of the things that attracted me to WisdomTree was the heavy research focus and the ability to challenge the status quo and create unique and innovative products that aid in portfolio construction.

• Responsible for driving growth across business lines by working with internal and external resources to champion the development and implementation of strategies and tools to ensure WisdomTree’s products are positioned for success. • Built relationships with large bank private wealth platforms, institutional asset managers and larger regional firms positioning WisdomTree for strategic partnerships and asset allocation models.• Develop and maintain relationships with C-Suite individuals and key sell-side analysts to ensure the firm’s investment philosophy and products are receiving mindshare.• Follow the asset management space to stay abreast of industry trends/events and educate management and industry experts alike on pertinent developments.• Spearheaded the development of numerous WisdomTree North American wide business initiatives and strategic projects. • Represent WisdomTree at National and Regional Conferences, Webinars and co-marketing opportunities.• Member of the WisdomTree Asset Management Pricing Committee – ensure that fund non-performing assets are properly risk reviewed, and the appropriate capital treatments are applied via an analytical matrix.

• Created and successfully instituted a market quality monitoring program to enable the Capital Markets team to be better informed of WisdomTree ETF spreads and activity.• Worked with the market making community to establish and enhance trading relationships for both equity and fixed income ETFs.• Played a successful part in providing trading expertise across internal functional groups to aid in the creation of three fixed income ETF’s which presently have more than a billon AUM.

• Built and supervised a fully staffed US ETF and Program Trading desk. The buildout took 6 months and required working across all RBC internal functional groups.• Worked closely with Capital Markets/Investment Bank to create bespoke research content and portfolios relevant to the clients' position in the market place.• Traveled and presented to clients on a variety of topics such as ETFs and their impact on the Equity markets and how to use ETFs as part of a portfolio strategy.• Worked with Risk, Treasury and other divisions to update the banks’ risk models to ensure proper CCAR compliance.

• Supervised a 5-person global team with a primary focus on the bank’s US Trading business: ETF’s, ADR’s and Corporate Buybacks. • Traveled and presented to the bank’s Treasury clients regarding best execution practices and how to incorporate ETF’s as a tool into their hedging strategy.• Managed the negotiation of the firm’s connectivity to all U.S. Futures and Equity exchanges.• Oversaw and completed the firm’s paperwork to become Exchange members at BATS, NYSE, NASDAQ and OCC.• Guided the firm through Authorized Participant status with multiple ETF providers working with in-house counsel.• Assisted in the design and implementation of the firm’s Trading and Order Management systems.

•Responsible for trading and hedging all domestic focused ETF risk and agency trades.•Managed the desk’s ETF position book to ensure that risk was sufficiently mitigated. •Worked with counsel and Operations teams on the roll out of Sector based Swaps trading.

• Responsible for the risk management and trading of all Philadelphia Stock Exchange Sector Indices. • Assist in managing all sector ETF Option Volatility Spread positions; such as, SOXX/SMH and OSX/OIH.• Options Specialist for 30-40 Equities (AAPL, MRK, DNA, XOM and HON).Head of Institutional ETF & Index Arbitrage Trading • Reduced overall risk exposure by managing the Institutional ETF and Index Arbitrage positions for the group. • Responsible for the development and implementation of arbitrage trading strategies for the Institutional Trading Desk and the Index Arbitrage groups.• Managed and traded all Index EFP’s and Roll Positions for firm.• Traded all Institutional ETF orders.

•Group leader of NASDAQ 100 ETF and Index Arbitrage Group. •Profitably managed and traded Index futures and QQQ ETF electronically. •Integrated various fundamental and relative value arbitrage strategies to produce consistent profitability.