Coverage across largest Institutions, Endowments, Pension Funds, Key Accounts, Family Offices, and RIAs

• Participated in many cross-functional run-the-bank and change-the-bank initiatives to drive efficiencies and cost savings• Managed a third-party application on behalf of the CFO to model revenue forecasts across the division • Led marketing and distribution efforts for the COO of CSAM’s Systematic Trading Group; a newly formed high frequency trading business which needed to be built from the ground up within CSAM• Organized our Joint Venture and Private Equity businesses and assisted throughout the divestiture process• Served as a member of the Joint Venture and Merchant Banking Partners management team• Conducted financial reviews of internal businesses with a focus on revenues, expenses, and profitability

• Managed portfolio construction and trading of a $20B global quantitative investment process including rebalance trades, portfolio slices, daily cash flow trades, tactical asset allocation, and index fund management• Performed transaction cost analysis on blind principal bid and agency trades to reduce overall transaction costs and make trading more efficient for our clients• Analyzed rebate rate comparisons between our prime brokers and contacted brokers to reduce hard to borrow rates which resulted in savings for our clients• Supervised team of five back office individuals on corporate action transactions and streamlined their process to create an efficient error free trading process

• Created financial plans for high net worth individuals with Senior Wealth Managers• Assisted in development and implementation of iRebal (an automated rebalancing tool subsequently purchased by TD Ameritrade) that reduced rebalancing costs by 30% after the first year and increased company net profits• Developed a cash flow statement, net worth statement, retirement projection model, financial independence model, tax analysis, estate planning, insurance planning, and investment portfolio along with recommendations in each area for prospective clients• Rebalanced, recommended, and uploaded trades for over 200 client portfolios with investable assets totaling over $400MM