• Focused on innovation by bringing external and crowdsourcing resources to augment internal portfolios and investment projects. • Developed detailed project/program execution.• Facilitated ideation/brainstorming sessions.• Completed ML pilot testing external cloud implementations as applied to a specific quantitative modeling issue, using Python, AWS, GCP and Watson Studio. • Assisted in testing of new business processes, capabilities, and appropriate supporting technologies.• Implemented tools and frameworks to support improved client future-state organizational design, project planning and alignment.

• Managed the development of the firm from start-up to positive net income including strategic shift from software service model to investment firm. • Additionally, served as CCO of the firm and was responsible for Market Reg research and written responses. • Frequent presenter or moderator at global industry conferences organized by the Futures Industry Association. Also, contributor to several research white papers published by the FIA.• Established software engineering practices and quality assurance practices within the firm to incorporate agile programming including client and trader participation, short development cycles and extensive test coverage of codebase.• Experience working with exchange and government regulators on proposed regulations.

• Managed multiple trading and technology projects.• Managed technology and quantitative research for Fixed Income, Equities, and Commodities including budgeting, recruiting, goal setting, outsourcing and coaching.• Initiated remediation of the firm’s risk management platform.• Completely overhauled the technology platform used for research product within the firm, including data acquisition, data warehousing, analytical framework and web delivery.• Revamped software engineering practices and quality assurance practices within the firm to incorporate agile programming concepts including greater user participation, short development cycles and extensive unit testing.

• Responsible for technology, recruiting and education for proprietary broker dealer firm specialising in risk arbitrage.• Delivered web-based risk management, data analytic and data visualization tools for equity portfolio management.

• Managed two new initiatives at UBS with revenue impact of 50 million over 3 years.• Represented the bank in negotiations on multi-bank dealing platform with major competitors during 18 month project, including committee work with internal counsels and global anti-trust legal team.• Delivered several strategic technical projects including Treasury Products E-Commerce and Online FX Education.• Revamped quality assurance process for new valuation models.• Introduced new product strategies that accounted for over 30 million in new revenue.• Revamped FX exotics trading, pricing and admin technology to increase efficiency.