Lead and assist in all manners of things necessary for the day-to-day operation of the Global Research organization of 850+ personnel, reporting directly to the Global COO. Responsible for global training programs, research content distribution, research pricing, and analyst performance measurement. Conduct routine and ad hoc data analysis, run global metric reporting, and analyst marketing.

Acted as a key leverage point for divisional management to help shape and execute the global division’s business plan. Acted as the first line of defense in managing risk through the use of a comprehensive and flexible framework of policy setting, risk identification, and control implementation.

Managed, led, and developed a Client Service team responsible for all aspects of settlement for the firm’s Equity OTC derivatives business. Interacted daily with various Firm institutional clients, as well as internal Sales and Trading desks and Prime Brokerage representatives.

Managed and lead 2 Trade Support teams within Clearing Operations. All teams acted in a trade clearing services role, interfacing with the world’s largest derivatives exchanges and equity markets, as well as supporting various Sales and Trading personnel.

Writings on purpose, happiness, and general life strategies.https://medium.com/@chaptersandinterludes

Serve on the Finance, Risk, and Governance and the Membership Committees, responsible for a $3+ million endowment portfolio to ensure long-term survival and viability of the New York Council and the successful recruitment of new Council members.

As a Division Officer onboard the USS Georgia, served in a leadership position in the operation of a $1.5 billion, nuclear-powered, Guided Missile Submarine. Operated in a high-stress, team-oriented environment and deployed 4 times in support of the global war on terror. As the Assistant Operations Officer of Squadron 16, served in a leadership position in support of land attack, strike, and special operations forces missions and 6 separate submarine crews. Responsible for both administrative, operational, and training aspects of both East-coast Guided Missile submarines and 2 Ballistic Missile submarines in overhaul.