With over 15 years of experience in the capital markets and investments industry, I am a managing director at IntraFi, and specialize in FDIC insured deposit products that help banks optimize their balance sheet, liquidity, and profitability.Responsible for managing a nationwide portfolio of client banks and retail broker dealers, ranging from $25 billion to $1.5 trillion in assets while helping to oversee a $650 billion deposit and bank funding network. I also work closely with U.S. branches of foreign-owned banks to create customized deposit funding structures that comply with regulatory requirements and enhance their liquidity ratios. My mission is to deliver value-added services and innovative solutions that meet the evolving needs of the banking and broker dealer industries.
Listed skills include Investments, Fixed Income, Bloomberg, Equities, and 17 others.