"© 2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/sandra.bailey. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html."NMLS#: 1993710

Upon my return from sabbatical, I joined a new team charged with improving & implementing analytics to measure client resource consumption & returns; salesforce productivity & efficiency; and true revenue to p/l relationships to drive commercial decisions by the firm

Enjoyed 15-month sabbatical after moving back to the US with my family after 11 years in London

Managed 300+ person client coverage team in DB's near-shore and offshore investment banking platforms (UK, US, and India), including multi-asset class Fixed Income/FX specialists (Institutional Sales) and junior Corporate Finance analysts (Investment Banking analytics). Set revenue targets, KPIs, and garnered appropriate resources for the cross-asset class financial markets team to generate double-digit annual sales growth. Recruited, hired, and trained regional managers in each hub. Secured and distributed compensation pools for the entirety of the 300+ staff in partnership with regional heads.

Managed 40+ professionals in 7 countries distributing FX cash and derivative products to large multi-national companies. Achieved 40% CAGR in revenues for the team over a 7-year period. Individually covered 25+ Financial Sponsors and leveraged corporate clients, specializing in event-driven FX and Rates hedging for M&A, LBO and recapitalization situations.

Managed individual client portfolio of 20 Fortune 500 companies, specializing in cash flow hedging, accounting-compliant P/L hedging and option-based strategies to minimize opportunity costs.

Corporate FX, Citi Chicago (2000-2002)Corporate FX, Citi NY (2003-2003)

ABN Amro Chicago