National Business Capital helps business owners find, compare, and secure the most competitive financing options they qualify for. NBC is invested in relationships, drawing on an extensive network of more than 75 lending partners to secure approvals that competitors can’t. We offer the scale to ensure our clients can always find the financing that fits them, not just their budget.https://www.nationalbusinesscapital.com/about/

Provided trading and market color, desk flows and best execution practices to client list of North American long only asset managers, hedge funds, and local Latin American pension funds for Latin American equities, US equities, and US listed ETFs.* Spearheaded initiative to build out Request for Quote (RFQ) process internally to allow Scotiabank to utilize 3rd-party ETF market makers providing clients with competitive bid/offer risk pricing in US ETFs and European listed UCITS, opening up untapped a line of business and generating revenue.* Executed client orders by working with local traders in Latin America and US floor brokers while also trading client orders using various algorithm strategies for best execution and limiting market impact.* Collaborated with Research Sales team, increasing penetration of firm’s research product in Latin American and US equity markets, assuring there was ongoing communication between groups.* Worked closely with middle and back office, putting sensitive clients as a priority, avoiding any potential settlement issues on trades.* Utilized cross-selling tactics to introduce existing clients to additional offerings, such as electronic trading or derivative trading, of the bank adding to client revenue stream. * Actively used Salesforce CRM to input results of client meetings allowing teammates and management to be aware of latest updates on client relationships.

Joined International desk following joint venture between Cazenove and J.P. Morgan continuing to cover institutional accounts focusing on European equities while showing the ability to learn to trade for previous client relationships in Latin America, Adrs, US equities, and Asia overnight orders. * Took on a global sales-trading coverage role for select accounts, including providing color, flow, and execution for US and International markets. * Continued to increase in revenues from account coverage for preexisting relationships and accounts, knowing and understanding specific needs and requirements of each client.* Worked with clients to add electronic fix trading lines for order routing when there wasn’t one already in place, simplifying trading process and reducing any risk of errors.* Led coordinated effort with London desk on European IPOs, assuring all US clients not working live hours were accounted for and received deal allocations prior to opening of European markets.

Served as dedicated Pan-European Sales trader for US accounts following sale of Cazenove Asia to Standard Chartered Bank.Previous role of Asian Equities Sales-Trader Provided sales trading coverage to US & Canadian clients who traded in Asian markets but did not have live trading desks to assure orders were treated carefully and executed as instructed.