Responsible for all operational aspects of managing the Family Office of personal, trust, and foundation assets. Investments range from Venture Capital, listed equities, fixed income, and real-estate.● Lead the team, and manage all aspects of operations, compliance, legal, human resources, and technology.● Develop and implement operational policies and procedures to ensure that the family office functions efficiently and effectively in support of the family's goals and values.●… Show more Responsible for all operational aspects of managing the Family Office of personal, trust, and foundation assets. Investments range from Venture Capital, listed equities, fixed income, and real-estate.● Lead the team, and manage all aspects of operations, compliance, legal, human resources, and technology.● Develop and implement operational policies and procedures to ensure that the family office functions efficiently and effectively in support of the family's goals and values.● Execute direct VC/PE investments including KYC, regulatory and compliance, legal reviews, contract negotiations, and funding.● Oversee the day-to-day operations of the family office, including managing financial reporting and compliance, monitoring investment performance, and ensuring that all regulatory requirements are met.● Streamline processes and increase efficiency, while maintaining a focus on risk management and maintaining the highest levels of security and privacy for the family's assets and information. Show less

● Instrumental in expanding business from three to eight funds and $400M to more than $1.2B, leading multiple roles – Operations, Trading, and Technology.● Helped create and maintain a new cloud-based infrastructure with a cost-effective, highly adaptable technology framework.● Implemented Eze Castle OMS and Tradar PMA systems with zero cost overruns.● Conducted annual cybersecurity compliance training to instill security-mindedness in the staff.● Administered penetration… Show more ● Instrumental in expanding business from three to eight funds and $400M to more than $1.2B, leading multiple roles – Operations, Trading, and Technology.● Helped create and maintain a new cloud-based infrastructure with a cost-effective, highly adaptable technology framework.● Implemented Eze Castle OMS and Tradar PMA systems with zero cost overruns.● Conducted annual cybersecurity compliance training to instill security-mindedness in the staff.● Administered penetration, vulnerability, and sophisticated phish testing.● Established and maintained full IT infrastructure to enable all employees to seamlessly shift to remote working with zero impact to productivity due to COVID-19 pandemic.● Member of the Valuations and Best Executions Committees. Show less

Clients included:● Bridgewater Associates - Westport, CT● JAT Capital Management - Greenwich, CT● Ellington Capital Management - Greenwich, CT

● Managed Middle Office functions for all trading activity across all products (futures, options, swaps, OTC and listed options, equities and bonds).● Extensive and varied project work. Also responsible for acting as intermediary between stakeholders and IT / venders by translating desired results into actionable steps and managing progress / expectations.● Manage the process of internal and external account openings, creation of new securities, security validation, rejects, and… Show more ● Managed Middle Office functions for all trading activity across all products (futures, options, swaps, OTC and listed options, equities and bonds).● Extensive and varied project work. Also responsible for acting as intermediary between stakeholders and IT / venders by translating desired results into actionable steps and managing progress / expectations.● Manage the process of internal and external account openings, creation of new securities, security validation, rejects, and pricing that is interconnected to all data flows within and outside the firm.● Automated trade, pricing, and position file generation for administrators, PB’s, and shadow books and records for dissemination through FTP, email, and portals. ● Created a robust portfolio tracker for real time P&L, performance, exposure, and NAV reporting / monitoring.● Streamlined all reporting needs of portfolio managers, analysts, IR, and compliance teams.● Reviewed and approved all performance attribution and other figures for monthly, yearly letters to investors and investor presentations.● Generated and validated all data for compliance used in regulatory fillings (Form PF, 13F et cetera).● Performed daily reconciliations among administrator, OMS platform and accounting platforms.● Created and produced daily and ad hoc performance and exposure/attribution reporting. ● Confirmed top day trade details against counterparty confirmations for all trading activity.● Provided data and reporting requested by investor relations, compliance, research, and portfolio managers.● Managed the startup of ERISA and Long Only funds and provided support and reporting on a daily basis. Show less

● Managed PB equity reconciliation and reporting to ensure accurate and timely settlement of trades.● Built and maintained reconciliation programs for equities, corporate bonds, mortgage-backed securities and other illiquid assets to ensure quick and accurate reporting of breaks.● Mentored others in advanced Excel and Outlook macro programming and implementation to facilitate streamlining of their respective job functions.

● Designed top day activity reconciliations to minimize breaks and ensure accurate P&L reporting.● Created and managed reconciliation for equity and fixed income positions to fund administrator during transition from Citco Fund Services to SEI Investments Co.● Developed software for portfolio managers to ensure executed trades comply with regulations.● Implemented and maintained futures, FX, and related options cash and OTE reconciliations to brokers.