Delivered customized business process management solutions to new or growing organizations seeking operational excellence and a competitive edge.

Delivered global securities finance solutions to our institutional clients and broker-dealers. Led the sales, relationship building, and risk management effort for Trading. Joined the JPM team as trader and manager of international equity lending. Later, also acquired complete responsibility for the US equity and corporate bond trading teams.• Consistently achieved returns for the company and clients which were superior to the average market returns by 30% or more.• Drove sales growth and program expansion by creating and delivering a comprehensive explanation of our mission, approach, strengths, and results to existing and prospective clients. Such discussions included demonstrations of our top-flight proprietary trading system.• Developed trade oversight systems and processes to evaluate our performance relative to the market, identify and address under-performing trades, identify new trade opportunities, and ensure compliance with established procedures and controls.• Diversified and expanded our global client and broker-dealer counterpart base, using a collaborative partnership approach.• Initiated and developed a program of written market commentary that resulted in increased client satisfaction and revenue.• Generated significant revenue in Brazil for our clients by solving key risk issues and identifying unique trade opportunities in this non-standard market.

Generated solutions to the global equity lending and borrowing requirements of hedge funds, mutual funds, broker-dealers, commercial banks, investment banks, and proprietary trading groups. Joined the Morgan Stanley team as senior trader in New York for European equities. Later, also acquired trading and management responsibility for US equity products. Eventually co-managed the entire 30-member US equity trading team.• Reorganized the US equity finance team to better deploy resources, manage our client relationships, address product specialization needs, and ensure individual talent development and team growth.• Designed and introduced analytical tools to better identify business trends and shifts, resulting in improved trade outcomes and more robust and timely conversations with clients.• Resolved conflict between our NY and London teams, resulting in an explosion of revenue for both teams and a big improvement in the quality of service delivered to our global clients.• Overhauled controls and reporting structures to eliminate gaps between established standards of excellence and actual team performance.• Built an international equity borrow and distribution book, expanding the firm’s profitability significantly as well as the number of broker-dealer counterparts, markets, and issues traded.• Negotiated US and international equity trades on both a single stock and basket basis, including yield enhancements, term arrangements, ADR bank conversions, sell-buy trades, and preferred election agreements.

With International Equity Finance, led the Product Development effort, then built and managed a multi-billion-dollar international equity trade book, despite having no trading experience, while expanding relationships with clients and counterparts. With Management Controls, analyzed and critiqued equity, fixed income, and commodity trading and operations. Identified control and operating deficiencies, and proposed solutions in written reports delivered to management.

Engaged with clients in the securities and insurance industries as a consultant and auditor, focusing on financial statements and operations.