• Managed the Shanghai Trading desk with an initial Profit and Loss (PnL) of $2M USD from client flow with a target build of 25x to $50 M USD by 2025.• Personally handled over $6M USD in offshore revenue (50/50 Hard/Soft markup given). • Directed a $100 M USD Capital Injection for Shanghai branch for the FX desk trading ability and long-term branch development as well as raising BNY Mellon’s profile with onshore regulators like the People’s Bank of China (PBOC).• Managed business information flow through multiple rounds of internal and external approval: from first, second-, and third-line stakeholders, as well as US and Chinese governmental entities over the three-year planning and execution process.• Coordinated and managed the setup and launch of the China Interbank FX Market program (CIFXM) for Sovereign Wealth Fund (SWF) clients and started onshore China FX (CNY) dealing with top end SWFs from December 2020.• Implemented cross-selling program utilizing CIFXM in collaboration with other none-FX teams for SWF clients across APAC as well as European and African countries.• Created and set in place Risk and Compliance reporting protocols for CNY trading to meet new requirements from Ministry of Finance, PBOC, and the State Administration of Foreign Exchange. • Developed FX Settlement Bank setup for Hong Kong branch and linked trading between Shanghai and Hong Kong branches to better coordinate CNY and offshore Chinese FX (CNH) risk management for the Bank overall.• Maintained all Chinese (Sovereign, Tier 1 and Tier 2 Banks, Asset Managers) as well as global bank’s local relationships to keep CNY Liquidity up to demand for BNY Mellon’s client base; this involved all onboarding steps including Know Your Clients (KYC) and legal documentation (ISDA, CSA, and NAFMII) as well as Qualified Financed Contract and Dodd-Frank remediation.

• Ran the Currency Overlay program in APAC for 5 years covering $20 billion AUM for top tier global IMs while coordinating with teams in NY and London.• Reached PnL target of $8 M USD (Hard markup) after launch of the Stock Connect program from China and relationship with Chines Asset Managers. • Led cross-selling efforts with Collateral Clearing Services, Treasury Services, Securities Landing, and Tri-party services where we had the same set of clients.• Directed negotiated sales channels covering all APEJ clients including hedge funds, SWFs, banks, insurers, and investment management (IM) firms with a particular focus on Bank and IM clients in Singapore and Hong Kong.• Started the macro research and viability study on the Bond Connect program for BNY Mellon and carried this through other related programs such as the RMB Qualified Foreign Institutional Investments program and the PBOC 159 rule.• Visited clients across the APEJ consistently to maintain relationships and growth.

• Assisted in drafting research reports and presentations for multilateral effort to promote long term impact investments in infrastructure, renewable energy, and other sectors in Brazil with meaningful social ramifications• Supported the Global Partnership Initiative group to foster impact investment in the BRIC and EMEA countries

• Researched viability of algorithmic trading concepts, techniques, and methodologies as applied to currency trading• Developed trading strategies by analyzing transaction data to identify trading behavior and statistical relationships• Created automatic trading programs based on technicals include various forms of moving averages, oscillators, momentum indictors, retracement measures, and custom built binary waves• Analyzed market performance, macroeconomic data, and political events to create regional market and currency outlooks, with a particular focus on East and South East Asia, for presentation at daily morning trader meeting• Generated customized reports covering NDF arbitrage opportunities, interest rate spreads, and currency rate fixes

• Verified and analyzed annual greenhouse gas emissions to establish annual carbon credit trading allowances for member firms of the Chicago Climate Exchange (CCX) including multiple SP 500 firms as well as global brand names.• Conducted extensive data analysis of energy consumption and historical carbon emissions for entire executive branches of state governments utilizing statistical and algorithmic analysis.• Calculated baseline greenhouse gas emissions levels to create future emissions reduction targets for over 20 different member entities for the CCX including state agencies, corporate, and banks.• Reviewed and recommended for approval carbon emissions offset projects, covering technologies ranging from waste gas capturing to wind power generation, from 12 countries including China, India, and Brazil.• Initially, primary responsibility was compliance review and analysis of Broker-Dealers across the Midwest region for compliance with existing US regulations.

• Managed proprietary trading account holding positions in Small-Cap and Mid-Cap NASDAQ and NYSE listed corporations with aim of yielding between 8% and 16% net on an annual basis.• Researched investment opportunities in equities and ETFs across sectors through tracking and analysis of market news, earnings reports, analyst opinions, market technical, and option chains.• Formulated and exercised trading strategies individually and with other traders through discussion, consensus building, data modeling, options positions, research of trading patterns and behaviors.