David Polonsky Email & Phone Number

London, England, GB

• ARR at time of joining: $1mn; current: $30mn focused on enterpriseHeadcount at time of joining: 14; current: 150FundApps monitors and reacts to regulatory change, to provide automated monitoring services that alert.
• Shareholding Disclosure: We automate the monitoring of disclosure requirements. This includes major shareholding, SEC's Section 13, short selling, takeover panels, issuer limits and requests.
• Position Limits: We automate the monitoring of positions against exchange-imposed limits (including MiFID II and the US CFTC). We source regulatory data to increase accuracy and expedite limit warnings.
• Sensitive Industries: We automate the monitoring of regulatory thresholds in “sensitive” industries. This includes pre-approval and post notification, hard-stop and issuer-specific limits.
• The FundApps Academy: We are pleased to introduce our new online subscription-based learning module. This aims to help both those who are new to Shareholding Disclosure and those who want to deepen their knowledge. To.
• Growing a RegTech pioneer in the US and North American to further support our clients and continue our rapid expansion.

London, England, GB

New York, NY, US

London, UK, GB

• ARR at time of joining: $19mn; at exit: $26mn focused on enterpriseHeadcount at time of joining: 117; at exit: 157Senior Manager focused on financial services and management consulting. Led a variety of projects for.
• Reviewing and defining the strategic operating model options for a leading asset manager’s front office workflows, specifically focusing on increasing automation and developing more efficient practices for dealing.
• Lead a team comprising of internal client teams, software vendors, and consultants to implement complex trading systems and processes
• Curate workflows specifically designed for operating real-time on a global scale and across all asset classes.
• Design and scope projects related to future-proofing legacy systems with an objective to meet IBOR (Investment Book of Records) requirements

Frankfurt Am Main, Hessen, DE

While in a Management Consulting role at Alpha FMC, my main responsibility was to lead a multi-stage, multi-country transformation project within Deutsche Bank Asset Management (DWS) across Frankfurt, London, and New York focused on efficiencies for their fixed income desk.

Neuilly Sur Seine, Paris, FR

• ARR at time of joining: $180mn; exit: $200mn focused on mid-marketHeadcount at time of joining: 900; at exit: 1000Hedge Fund Product Manager for the Beauchamp product suite.
• Responsible for strategy, design, development for award-winning hedge fund products.
• Involved in final stages of commercial processes.
• Represented Linedata at industry events providing thought leadership at conferences globally. This was achieved by speaking on panels, webinars and industry analysis presentations.

Windsor, Connecticut, US

• ARR at time of joining: $72mn; at exit: $150mn focused on boutiques to enterpriseHeadcount at time of joining: 400; current: 750
• Senior account and project manager for 20 multi-national asset manager clients, end-users of the Eze Order Management System.
• EMEA lead for pre-sales and up-selling.
• Interacted with senior traders daily to improve trade execution and provide real-time client service.

Windsor, Connecticut, US

• Provided technology solutions to 13 hedge funds in New York City with combined AUM of over $20 billion
• Acted as liaison amongst the client, Eze, Prime Brokerage, Executing Brokers, Risk Management, and various third parties
• Managed and coordinated internal teams to deliver tailored solutions to accompany hedge fund-specific trading strategies, execution methods, and short-selling initiatives

• Account executive at a technology services boutique specializing in strategic client services including IT network services, technology strategy, custom software and Web development, systems integration, and managed.
• Responsible for identifying potential new clients, driving new projects, and negotiating deal terms

• Performed trading assistant duties in commodity options and futures on the trading floor of the New York Mercantile Exchange for an experienced Crude Oil trader
• Analyzed and researched the concepts of risk management, position management, volatility speculation, and hedging
• Executed orders to trade over $1.5 million in Crude Oil and Gold futures in high pressure situations

Master Of Business Administration (Mba), Entrepreneurship/Entrepreneurial Studies

Bachelor Of Science - Bs, Information Sciences And Technology