I have dedicated my career to financial innovation. At first, my focus area involved ETFs and indices. Then, it involved transforming data into financial products. Now, I am fully dedicated to working with fintech companies of all sizes. For early-stage companies, I work with founders on business strategy and client development. I have also been a board member, consultant and advisor to companies focused on developing cutting-edge portfolio management tools, financial news solutions and financial data products. With larger organizations, I provide counsel on go-to-market and product development strategies. I have also helped to connect them to start-ups looking for capital or partnership opportunities.Areas of special interest include Direct Indexing, ETF innovation, blockchain applications for financial markets, and automated portfolio management.
Listed skills include Equities, Etfs, Fixed Income, Trading, and 34 others.