AllocateRite is a data science company that has an ensemble of next generation global wealth and asset management platforms that are natively built, secure, scalable, cloud-based solutions with modular API's. The powerful combination of data science and AI is present in many of its functionalities such as portfolio personalization, rebalancing and intelligent search on securities and portfolios, and offers real time pricing of over 200k securities including 175k fixed income securities.• Allocaterite (www.Allocaterite.ai) is an end-to-end institutional platform for asset management and RIAs. • Investall App (www.investall.ai) is a personal finance and investment app for the mass affluent. The company is domiciled in the financial district of NYC.

The SAP Midmarket Strategic Initiatives team here works to interlock with private equity and venture capitalist, technology advisory and M&A ambassador firms during the pre close, 100 day plan, hold period and exit so that an optimized IRR can be achieved. We do this through relationship capital, alignment of resources and industry relevance.

Financial Services and technology leader with over 25 years’ experience working with REITs, banks, insurance and capital market accounts. Appreciate and skilled in navigating both small and large financial service company environments, and keenly adapt at developing long term relationships and help growth companies embrace and transition to a digital enterprise and regulatory environment. Aligned and coordinated with a virtual account team of 20. Ensured account teams and partners were well versed in each account’s strategy and well positioned for all customer touch points and events.

Leading provider of enterprise-class, mission critical banking infrastructure, including relational and in-memory databases, and analytical platforms including vector based data store; and complex event processing infrastructure to analyze and act on fast moving data for real-time Algorithms, Position Keeping, and Risk Management solutions.

Next generation set of online collaboration tool for remote desktop sharing. Platform built on a single page, thin-client interface to easily share ideas and information in a real-time, secured environment.• Instrumental in the formation of an e-commerce tech co to create and bring to market a recognized worldwide on-demand communication and collaboration enterprise software. The platform offers a virtual digital office for real-time sharing of voice, video, and data for the financial, fortune 500 companies and gov't agencies.• Responsible for the overall mgmt and coordination of the company, including detail financial modeling of rev forecasts, expenses, and financial statements.• Raised a substantial portion of the firm’s operating capital; established angel and institutional investor relationships, and coordinated due diligence process.• Experience in M&A cycle including due diligence, negotiations, company sale, M&A rescission, and re-building of businesses. • Extensive sales, business development, product management client requirements experience to coincide with business objectives.• Assessed and negotiated all partnership, customer licensing and vendor equipment agreements.• Managed all phases of the sales cycle; conducted high-level sales presentations, performed detailed requirement created comprehensive proposals, coordinated product rollout, technical support, and customer training.

JP Morgan/Chase Bank, New York, NY; Vice President/Senior Trader 1997 – 1998• Foreign Exchange Derivative Trader: Primarily focus on proprietary relative value book of European and Scandinavian interest rate swaps, foreign bonds, futures, Euros, and FRAs. Countries included Sweden, Denmark, Italy, Germany, and Spain.• Developed trading strategies around relative value models including optimal curve location, forward rate structures, roll down analysis and rich/cheap analysis.• Created spreadsheets to respond to intra-day discrepancies between product sectors.• Primary yield curve analysis focused in the 2-year to 10-year sector

Vice President – Proprietary Trading Desk, 1995-1997Traded U.S. treasury curve with a primary focus in one to five year sector. • Employed historical, statistical, and technical analysis to formulate sound trading strategies; traded coupons, bills, Eurodollars, options, and TED spreads; aggressively traded U.S. auctions.• Established a record of consistent profitability every year as both a proprietary and flow trader.Agency/Govt Trader, 1990-1995Front-end agency discount notes and coupon flow trading.• Contributed to the profitable growth of the firm by developing strong, long-term relationships with government agencies and the sales force.• Increased profitability by significantly expanding customer base; consistently ranked among the top three traders in market share.Mortgage Securities Group, 1987-1990• Transaction Strategies Group: Analyzed relative value MBS including ARMs, CMOs, and MBS, including yield curve rate changes. Initiated, structured and sold “PAC” bonds to branches of federal agencies against balance sheet liabilities. Worked closely with sales to structure and customize trades for clients.• MBS back office operations: Initially spent seven months in MBS operations allocation desk Lehman Brothers’ MBA rotational training program: Selected as one of twenty-six people.