Responsible for trading more than $35bn of equities annually in Asia Pacific and EMEA regions while managing cash, country, sector and regional exposure. Managed more than 25 broker and counterparty relationships, identified and negotiated commission cost savings of up to 50%. Noted Accomplishments:• Developed trading strategies to manage portfolio transitions based on a single stock inputs and overall portfolio structure to mitigate risk,manage cash and minimize market impact.• Implemented portfolio modeling tool to measure deltas per country in one currency, locate odd lot trades to remove and locate fungible equities to trade in more liquid markets to minimize market impact.• Managed order management system’s (OMS) country trading fees, clearing costs, and broker commissions to avoid delayed settlement.

Founded in 1999, Freestone is an independent, employee owned, wealth adviser for select high net worth individuals and families, with offices in Seattle, Washington, Oregon and California.Managed global trading of $1.5B+ equity, fixed income and derivative products for high net worth clients and hedge funds in more than 1,500 accounts.Noted Accomplishments:• Developed trading system using various data sources as inputs to model global long/short portfolios which generated trades to meet investment targets and saved the company $250k+ annually.• Designed new end-to-end process for rebalancing portfolios to maximize tax efficiency, which saved clients $100k+ in taxes annually, while replicating and maintaining their portfolio exposure.• Coordinated across investments, advisors, and operations to balance conflicting priorities of costs, technology and trade timing.• Responsible for budgeting and forecasting commission generation of $1M annually for investment research and technology costs bycompiling monthly commission data and presented quarterly results to board of directors, which resulted in saving $100k annually.• Trained, managed and mentored Investment Operations Specialists.

Responsible for pre-and-post trade analysis process including monitoring drift, allocations and settlements across traditional and alternative investments.Noted Accomplishment:• Developed trade allocation tool with VBA for more than 1,200 accounts, nearly eliminating manual input and reduced workload by 90%.• Led allocation process of $25M credit default swaps by determining pre-trade logistics and instructing allocations.• Reviewed and confirmed all bi-lateral trade confirms to ensure agreement with ISDA contract terms.

• Managed pre-trade portfolio analysis and settlement activity across multiple asset classes.• Assisted portfolio managers by monitoring futures and currency derivative exposure for over 200 funds.• Adjusted derivative exposure through changing overlay cash targets based on daily cash flows of ~ $25M.

Responsible for monitoring portfolio attribution and performance coupled with reviewing trades prior to portfolio managers instructing trades for fund rebalances.

Back tested optimal futures baskets with regression analysis to replicate indexes for hedging equity exposure.

Responsible for developing a system to automate client registration setup for thousands of individuals, contractors, vendors, and auditors. Noted Accomplishment:• Led a team of outsourced programmers to determine business rules and define the scope of developing client registration system.

Responsible for creating web pages using HTML, CSS and JavaScript for clients invested in Russell Investment funds.