▶ KEY VALUE OFFERING: My long-standing track record in Prime Brokerage trading establishes me as a subject matter expert and trusted advisor with a solid understanding of sales, trading, portfolio management, regulatory compliance, and risk mitigation. As the lead architect of product development, I am astute at supporting product development, front- and back-office coordination, client cultivation, and P&L management. ▶ MARKET EXPERTISE & PLAYER-COACH LEADERSHIP STYLE: With in-depth knowledge of financial markets, securities regulations, and industry trends, I am a direct, hands-on leader with a player-coach mindset. I believe in offering my teams resources and guidance so they can optimize performance and be outstanding at their job. I deliver ROI and financial impact by leading by example, applying my expertise in global investment portfolio management to meet and surpass industry and product challenges. ▶ SELECT CONTRIBUTIONS:➽ Enabled Canadian product growth and direction to $8B (at its peak), gaining global and market exposure. ➽ Advance global platforms to drive ROI, nurture client relationships, and steer business development. Communicate clients’ needs and enhance products to deliver cost efficiency, time management, and productivity. ➽ Cultivate and maintain client/industry relationships established over decades in the industry. Forge strategic relationships with major custodial banks and broker deals. ➽ Established clear and present trading procedures with teams to align divisions and mitigate risk. Partnered with Corporate Action Risk, establishing SLAs. Developed guidelines with managers and rapport between desks.▶ AREAS OF EXPERTISE:🎯 Solutions-Driven Decision Making🎯 Strategic Execution & Business Acumen 🎯 Global Finance/Markets 🎯 Scalable Product Development & Deployment 🎯 Global Team Leadership🎯 Regulatory Compliance 🎯 Data Analysis 🎯 Emerging Market Trends▶ LET’S CONNECT: I look forward to connecting with like-minded professionals to expand our mutual networks. Please message me to start a conversation.