Heidi Gold Email & Phone Number

Bittrex is a Centralized Crypto Exchange (CEX) that provides a user-friendly crypto trading experience with access to a wide selection of crypto markets.• I formulate and drive the product vision for products and services that support individual and institutional (corporates, asset managers, hedge funds, VCs, brokerages, exchanges) customers covering all aspects of onboarding, trading, financing, custody, staking, and payments.• I manage, grow, and develop a team of product managers, product owners, project managers, UX designers, and UX researchers.• I oversee the roadmap execution of our web and mobile trading platforms, APIs, crypto wallets, website, fiat payments, customer onboarding, compliance, and staking products.• I overhauled our product development lifecycle process to be more efficient, ensuring teams delivered our most critical items while increasing transparency throughout our company.• I drove the vision and execution of our redesigned mobile app.

TradeStation is a FinTech company and online broker that enables users to trade the financial markets, providing clients access to Stocks, Options, Futures, and Crypto.• I established a corporate roadmap that aligned with our company vision, attained executive alignment with the plan, and organized its presentation to the entire company• I managed and led a global team of product managers, project managers, program managers, business analysts, and UX designers to deliver global initiatives which spanned Crypto, Brokerage, Education, API, Community, Web, and Mobile products• I organized and established best practices using Agile, JIRA, and OKRs, which my teams and engineering followed to deliver measured results each release• I created company-wide transparency by implementing a corporate prioritization process that was real-time, data-driven, and accessible to everyone • I managed TradeStation Crypto initiatives and achieved:o 3x growth of our crypto trading liquidity providers.o The launch and management of cryptocurrency interest for retail customerso A new crypto lending revenue line and collateral management programo The launch of our TradeStation Crypto integration with TradingViewo Conversational AI integration for our crypto market which utilized natural language processing (NLP) to provide great customer service while reducing customer support requests for crypto by 23%

• I scaled our PMO team to efficiently cover managing the top strategic initiative projects across TradeStation Securities, TradeStation Technologies, YouCanTrade, TradeStation Crypto, and TradeStation Europe Limited• I created and implemented global governance standards, allowing accountability, greater transparency, better communication, and focused direction• I established processes to track metrics firm-wide for all portfolios and used this data to report on realized benefits and areas needing attention

I created the strategic vision and roadmap that achieved our top corporate global initiatives:• I spearheaded the execution and launch of a new investment education media service and trading community called YouCanTrade https://www.youcantrade.com/• I expanded customer self-service and slashed customer support requests by 21% by launching a conversational AI Chatbot https://www.tradestation.com/faqs/• I magnified customer access to real-time actionable news and data by launching Market Insights https://www.tradestation.com/insights/• I amplified our international product offering by organizing the overhaul and redesign of our TradeStation International website: https://www.tradestation-international.com/• I orchestrated a 15-month project to launch Monex Securities Australia (a new subsidiary of our parent company Monex): https://www.monexsecurities.com.au/

Greater Salt Lake City Area

IBFX is an online forex broker-dealer that offers individual traders, money managers, and institutional customers proprietary technology, tools, and education to trade spot foreign currency online.• I developed and managed a team of product managers, project managers, product owners, and UX designers responsible for the roadmap and development projects for our website, CRM, back-office, iOS, Android, BI, and platform API development teams• I advised and counseled on strategy and risk management as a member of the TradeStation/Monex Global Forex Committee• TradeStation acquired IBFX in 2011 because of our proprietary forex price aggregation/risk management system called CORE. During this time I: o Secured 31% YoY growth in warehouse revenue by optimizing arbitrage strategies o Slashed operations overhead and administration costs by 74% by establishing and advising a global risk teamo Facilitated over 1.5x expected growth in our business development program by securing and onboarding new API client connections (brokers)

Greater Salt Lake City Area

• I managed and directed our website and CRM teams delivering continuous updates and functionality enhancements to improve our websites, AOP, funding, education, and client support• I secured a 60% cost savings by negotiating pricing and fees for our Dow Jones News Contract, while ensuring the continuation and enhancements of services• Magnified account application submissions by delivering a global online client application process• Transformed forex client engagement with the launch of IBFX Connect, a social trading program

Greater Salt Lake City Area

• I led server consolidation projects that reduced licensing fees and operating costs• I negotiated a new contract with our 3rd party chat software vendor LivePerson resulting in a 133% reduction in headcount license costs• I managed website and user onboarding development enhancements that allowed us to expand our business into Canada• I led our Global Competitive Analysis project and presented findings and recommendations to our executive team. These recommendations became part of our road map for the next nine months.

Greater Salt Lake City Area

• I earned my Series 3 Financial License and was listed as an Associated Person• I developed and delivered standardized learning modules, company-wide FX training courses, and weekly continued education courses• Trained and developed new and existing employees, ensuring compliance with company, NFA, CFTC, and ASIC regulations and guidelines• I provided chat and phone support for escalated customer calls• I was licensed to place trades on behalf of customers.

Education record

Education record