+ Responsible for management of global securities financing business including trading, business development, risk management, operations, client service, marketing and information technology+ Established and executed strategy to achieve annual gross revenues in excess of $120mm+ Implemented a follow-the-sun global lending model to increase utilization and broaden distribution of assets across three locations - New York, Sydney & London+ Orchestrated launch of cash and non-cash trading strategies to maximize revenue and broaden product offering+ Expanded trading relationships (115) to diversify distribution of supply across GMSLA, MSLA & MRA’s+ Structured capital friendly transactions to drive demand (Pledge, CCP’s, RWA Smart Buckets)+ Utilized repurchase and reverse repurchase agreements to increase revenue streams including cross currency collateral transformation strategies across fixed income and equity products+ Developed pipeline of asset owners, asset managers and insurance companies with revenue in excess of $50mm+ Responsible for compliance and regulatory framework including QFC Stay Protocol, SFTR & CSDR+ Implemented and harnessed technology to automate distribution, execution, reconciliation and liquidity+ Developed industry leading product recognized by Central Banking Magazine Industry’s Top HQLA Lender + Designed and executed development plan focused on sovereign wealth funds, pension plans and asset owners+ Fortified relationships with internal partners to leverage strategic opportunities + Client facing firm representative to media, conference and industry events - Finadium, FT, Global Investor+ Published thought leadership content on securities finance topics through various media outlets+ Member of firm’s Investment Committee, Steering Committee, Management Committee & Employee Mentor + Industry trade group representative to Risk Management Association (RMA), ISLA & IMN

-Established agency securities lending business in the Americas for BNP Paribas -Implemented third-party agency lending business in the Americas region for leading beneficial owners-Hybrid role of business management, financing, liquidity management and business development -Managed all trading components associated with the business including MSLA & MRA negotiation-Implemented capital efficient trading strategies (2017 Securities Lender of Year honor - CB Magazine)-Designed and executed development plan focused on sovereign wealth funds, pension plans and asset owners-Implemented successfully broadening of the Bank’s collateral policy -Incorporated client guideline changes to maximize return including tenor, collateral and liquidity thresholds

Provide expertise to leading multi-national financial institutions in establishing securities finance, cash management and prime brokerage divisions. Assist investment managers and hedge funds in strategy, business formation and marketing plans. Advise $70b AUM financial firm in offering custody, cash management and securities finance services, including regulatory impact from Basel III and Dodd-Frank legislation.

Institutional Fixed Income Portfolio Management and Securities Finance with focus on investment grade cash management, relationship management and account development. Managed $18 billion fixed income investment grade credit portfolio with a focus on liquidity, safety of principal, and risk management. Role combined portfolio management with client focus.

Institutional fixed income asset management firm specializing in short term liquidity portfolio management and commodity trading. Responsible for fixed income asset management and securities lending program management. Accountable for firm management, client growth, portfolio and risk management and client relationship management. Expanded assets under management from $150 million at inception to $2 billion while opportunistically growing the business and launching new products. Implemented proprietary trading pilot programs compliant for clients, structured Investment Policies and Guidelines and developed programs to underwrite Structured Products & Principal Protected Notes along with Advanced Funding for Healthcare Cost Containment Trusts (GASB 43/45). Managed account relationships including contract negotiation, revenue estimates and market performance.

FINRA registered broker dealer specializing in private placements, fixed income securities selling concessions and municipal securities.

Hedge Fund engaged in short-term fixed income arbitrage. Assisted in trading, risk management, marketing and operations. Accountable for investment portfolio credit analysis and surveillance of market dynamics, while assisting in presentations to Investment Committees, Board of Directors and Consultants. Drafted and presented Requests for Proposals as well as provided client performance updates. Developed and implemented proprietary accounting, trading, compliance and client reporting platforms.

Institutional fixed-income money management firm with $25bln AUM specializing in short term money management and securities lending. Managed institutional cash management portfolio with a focus on investment grade, short term credit products, liquidity management and safety of principal. Managed $3 billion S&P rated 2a-7 money market fund.