FDC provides innovative and cost efficient technology and business solutions to OTC Online Brokerages and Cryptocurrency market participants.

Managed finance, accounting and tax; support legal, compliance and administration.

Cetera Financial Group is one of the nation’s largest independent broker-dealer and investment adviser families generating approximately $2 billion in annual revenue. It provides award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, and innovative technology for nearly 9,500 independent financial professionals and more than 600 financial institutions nationwide. Cetera offers the benefits of a large, established and well-capitalized broker-dealer, while serving advisors in a way that is customized to their unique needs and aspirations. Cetera is committed to helping advisors grow their business and strengthen their relationships with clients.

Identified and sourced investment opportunities and provided financial analyses and strategic support to other portfolio managers. Developed Fixed Income ETF arbitrage strategy which required sourcing and developing relationships with investment banks to provide liquidity in underlying baskets.Directed on special situation arbitrage strategies (Spin-offs, Dutch Auctions) by creating financial models and risk managing strategy that earned 30% annualized returns.

Recruited to lead the development of a product suite of Equity Derivative based Exchange Traded Funds (ETFs) by managing the creation of portfolio execution strategies in OTC and listed option markets. Built financial models to monitor portfolio performance, optimize capital allocation, and risk manage positions.

Managed global portfolio of equity and index derivative productsIdentified and analyzed business strategies to enhance profitability of ETF market making business

$1.4 Billion refinancing of MLB syndicated loan facilityConducted financial due diligence on $1.4 billion refinancing of MLB syndicated loan facility. Reviewed investment banking pitch books, analyzed proposals, and presented recommendations to CFO.Worked with CFO to restructure credit facility through and improved alignment financial incentives of MLB clubs and League Office.Led development of a comprehensive report of MLB financial performance for the Commissioner of MLB.Managed presentation of pitch book presented by CFO to Fitch Ratings for an updated credit rating of MLB Trust Securitization.

Co-managed $1 billion global portfolio (4 traders) performing cross-market Index arbitrage and ETF volatility market-making