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Accomplished financial services executive with over 25 years of distinguished career achievements in pivotal roles spanning front-office leadership and back-office operational management, complemented by a visionary approach to technology integration. Esteemed for a dynamic blend of strategic foresight and hands-on problem-solving acumen, and a data-driven decision-making approach, with deep-rooted expertise in strategy development, M&A facilitation, advanced order routing, brokerage optimization, clearing operations, comprehensive risk management, and the deployment of innovative technology solutions. Demonstrated mastery in spearheading key initiatives, refining operational processes, and leveraging cutting-edge technologies to bolster organizational efficiency, competitive edge, and client engagement levels. An inspirational leader recognized for cultivating high-caliber teams and nurturing a culture of innovation and excellence, ensuring enduring organizational growth and success.Specialties: • Financial Industry, Clearing and Trading • Business Analysis • Project Management• Business Technologies • Team Leadership • Solution Implementation • Process Improvements • Efficiency and Automation
Self-Employed
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Self-EmployedChicago, Il, Us
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Co-President And Chief Strategy OfficerLightspeed Financial Services Group May 2018 - Mar 2024Morristown, Nj, UsLightspeed Financial Services Group was formerly known as Lime Brokerage.In my role, as Co President and Chief Strategy Officer I spearheaded the alignment of our operations with the companys objectives focusing on driving innovation in trading to bolster our competitive edge. Through my work in management and system enhancements we saw an improvement in both profitability and efficiency. A significant accomplishment was overseeing the merger of Lightspeed Trading, Lime Brokerage and eFutures which streamlined our processes and encouraged innovation strengthening our position as a player, in the industry. -
Co-PresidentLightspeed Financial Services Group Nov 2015 - Apr 2018Morristown, Nj, UsThrough strategic leadership and client interactions, I directed pivotal sales and launched key ventures, significantly elevating client satisfaction and driving organic growth with a user-focused trading platform. Additionally, I was responsible for spearheading successes in both marketing and project management, as well as enhancing operations across the board, demonstrating a comprehensive approach to company-wide growth and efficiency. -
Evp, Broker Dealer TechnologyLightspeed Financial Services Group Nov 2014 - Nov 2015Morristown, Nj, UsElevated to oversee revenue streams across retail and institutional lines, steering strategic growth and operational restructuring. Led the brokerage firm through a significant phase of expansion, including a key technology asset acquisition and its integration, enhancing operational efficiency and innovation. -
Senior Vice President, Institutional DivisionLightspeed Financial Services Group Feb 2013 - Nov 2014Morristown, Nj, UsLed the Chicago office as Branch Manager, guiding the team in strategic oversight of trading systems, client support, sales initiatives, and third-party partnerships. -
Managing Director, Institutional StrategyLightspeed Financial Services Group Nov 2010 - Feb 2013Morristown, Nj, UsI led the creation and rollout of the Lightspeed Institutional division handling all aspects from product selection to brand awareness. Moreover I smoothly merged the Terra Nova customer base and systems ensuring operations ran without any disruptions. -
Managing DirectorTerra Nova Financial May 2009 - Nov 2010UsDirected tech and infrastructure operations, ensuring 24/7 system reliability. Facilitated a seamless transition to Lightspeed. -
Managing Director Of Tradient Technologies (Formerly Rushgroup Technologies, Inc)Terra Nova Financial Apr 2008 - May 2009UsOversaw the rebranding and relaunch of an active trading software platform, significantly increasing subscriber growth. Led the strategic migration of the OMS to a new data center, enhancing system performance and customer acquisition. -
Senior Vice President Of TechnologyTerra Nova Financial Jan 2007 - Apr 2008UsManaged a 24-person IT and operations team, focusing on infrastructure optimization. Instrumental in vendor selection, RFPs, and project execution. -
Vice President Of TechnologyTerra Nova Financial Jan 2001 - Jan 2007UsOversaw technology initiatives, including the in-house development and launch of a self-clearing system, enhancing straight-through processing and client reporting for both retail and institutional clients. Additionally, led the creation and launch of a web-based trading platform for equity and equity options. -
Project ManagerTerra Nova Financial Jun 1999 - Jan 2001Us
Kevin Ott Skills
Kevin Ott Education Details
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University Of Wisconsin-MadisonFinance
Frequently Asked Questions about Kevin Ott
What company does Kevin Ott work for?
Kevin Ott works for Self-Employed
What is Kevin Ott's role at the current company?
Kevin Ott's current role is Financial Services Executive | Strategic and Innovative Leader in Active Trading and FinTech | Driving Change, Streamlining Operations.
What is Kevin Ott's email address?
Kevin Ott's email address is ko****@****age.com
What is Kevin Ott's direct phone number?
Kevin Ott's direct phone number is +121267*****
What schools did Kevin Ott attend?
Kevin Ott attended University Of Wisconsin-Madison.
What skills is Kevin Ott known for?
Kevin Ott has skills like Electronic Trading, Options, Equities, Trading, Trading Systems, Financial Markets, Financial Services, Securities, Market Data, Business Analysis, Equity Trading, Project Management.
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