Director, Lead Trader - North America Agency Portfolio Trading
Barclays Investment Bank / Lehman Brothers
Served as Lead trader of North American agency program business; rated consistently in the top 5 for volume. Desk regularly executed over $2 billion notional for clients. Traded all exchange-traded products, including all US and Canadian common stocks, ETFs, Preferred stock, ADRs, and closed-end fundsLeveraged real-time insights, providing market color and advice on trade implementation to global customer base. Supervised a team of 2 traders.Executed firm’s most complex transactions, often working in tandem with traders globally.Applied extensive experience executing index rebalances, transition trades and company buybacks for some of the largest S&P500 companies. Tasked frequently with managing liquidations for the Syndicate Desk and performing rebalances for the Delta1 and Swap desks.Priced and hedged customer facilitation trades, giving clients certainty of price and completion.Represented the Program business working with quant teams developing the firm’s Algorithm suite. The algorithms we developed enhanced productivity, reduced brokerage expenses, and optimized best execution.