• Senior Hybrid Sales Trader providing coverage to Institutions in Portfolio, Cash and Electronic Trading.• Provides value-added market commentary & analysis to clients around news and impactful research calls.

• Senior Hybrid Sales Trader responsible for increasing revenue in Portfolio, Cash, Electronic Trading, ETFs and Options.

• Senior Sales Trading coverage of Institutional and Hedge Fund clients for Portfolio, Cash, ETFs and Electronic Trading.• Responsible for increasing revenue by ~30% YOY and generating new business by leveraging client relationships.• Provided research ideas, content and market sentiment to buy-side portfolio managers, analysts and traders.• Trusted and valuable resource to clients by providing a timely summary of market moving news & commentary, macro economic events, FX news and impactful research calls.• Worked with global compliance team to ensure that FINRA and securities regulations were followed.• Collaborated with technology team to implement risk checks used to comply with SEC Rule 15c3-5.

• Head Trader and sales coverage of Institutional and Hedge Fund clients for Portfolio and Electronic Trading.

Vice President, Electronic Trading • Co-managed Electronic Algorithmic Strategy Execution (EASE) Trading desk responsible for $50MM in revenue.• Marketed BofA’s Electronic platform, including PT, to Hedge Funds, Quants, Pension Funds and Mutual Funds• Supervised the trading desk with 5 electronic sales traders and ensured executions complied with regulations.• Provided customized trading solutions to help clients manage complex trades while sourcing all liquidity.• Solved problems, interpreted regulations and made operational decisions based on each unique situation.• Maintained a system of risk management controls to limit financial exposure for the clients and the firm.Vice President, Portfolio Sales and Trading • Sales Trading coverage of ~40 Institutional and Hedge Fund clients for the Portfolio Trading Desk.• Analyzed portfolio risk factors and developed trading strategies for clients to outperform various benchmarks.• Serviced customers seeking Guaranteed VWAP, Blind Risk Bids and monthly/quarterly S&P and Russell rebalances.• Responsible for providing pre/post trade analytics and developing strategies to outperform benchmarks.

• Made markets in both large and midcap stocks while handling capital-intensive situations and managing risk.• Developed a complete understanding of key drivers within sectors and the overall market while becoming a trusted resource for Institutional clients.• Provided intra-day market commentary and research call analysis to the institutional client base.• Worked with technology and supervision to ensure trading was compliant with firm policies and regulations.

• Made markets in 25 top tier Nasdaq stocks, handled retail order flow and managed risk.• Developed trading strategies based on news resources, market sentiment and technical analysis.

• Successfully delivered management information systems that supported various pharmaceutical companies.• Responsible for the design, development and implementation of applications and for conducting user requirements meetings.• Clients included: Merck, SmithKline Beecham and Connaught Laboratories.

• Provided program management support at the U.S. Patent & Trademark Office for development of project level plans and for schedule, budget and contract deliverables tracking.• Assisted in the development of the Executive Information System (EIS) for the Automated Patent System.