I’m the Co-Founder and Co-CEO of BiziConnect, a business loan marketplace designed to help small and medium business owners access a wide range of financing options to fund their businesses. I am responsible for building and launching BiziConnect, drawing on over 20 years of experience in traditional finance, digital assets, and the financial technology sector. Throughout my career, I've focused on creating seamless customer experiences and leveraging technology to improve accessibility and affordability in business lending.In my role as Co-Founder/Co-CEO, I bring significant leadership experience from previous senior executive roles at Tread.fi, Aegis Capital Corp, Abra, and Morgan Stanley, where I specialized in Prime Brokerage and Electronic Trading. Some of my key career highlights before launching BiziConnect include leading a team of eight professionals in the investment banking division of Aegis Capital Corp, working with privately held and publicly traded emerging growth and middle-market companies. I was responsible for overseeing all aspects of the team’s operations, including deal sourcing, due diligence, execution, and financing of Initial Public Offerings, Follow-On Offerings, and PIPEs/Private Placements.In addition, I acted as the primary liaison between investors and issuers, managing all private placement relationships and ensuring smooth deal-related communications. I also led the client-facing aspects of a digital asset financial platform, managing a wide range of asset classes and advising clients on market procedures, trading strategies, and operational best practices. At Morgan Stanley, I worked across various financial products, collaborating with cross-functional teams to provide comprehensive services and support for clients.

As Head of Sales at Tread.FI, a leading provider of high-performance algorithmic trading infrastructure for institutional digital asset firms, I was responsible for driving the sales strategy and execution to expand our client base within the crypto hedge fund space. Tread.FI, as an independent technology company, offers buy-side and sell-side clients everything they need to trade efficiently, effectively, and privately, delivering cutting-edge solutions tailored to the unique needs of digital asset trading.In my role, I identified new business opportunities, developed strong relationships with institutional clients, and oversaw the entire sales cycle—from prospecting and pricing to closing deals and onboarding new clients. By deeply understanding the specific requirements of crypto hedge funds, I worked to ensure our trading services helped optimize clients' trading strategies, enhance execution, and manage risk in the fast-paced crypto market. I also collaborated closely with the product and tech teams to ensure our solutions remained aligned with market demands and cutting-edge developments in the digital asset space.

Led a team of eight professionals focused on serving privately held and publicly traded emerging growth and middle-market companies across healthcare, technology, energy, and financial services sectors. I was responsible for overseeing all aspects of deal execution, including sourcing, due diligence, and financing for Initial Public Offerings (IPOs), Follow-On Offerings, PIPEs, and Private Placements. In my role as a trusted advisor to C-level executives, I provided strategic guidance on both public and private offerings to ensure successful outcomes. I acted as the primary liaison between investors and issuers, effectively communicating complex deal structures and proactively keeping stakeholders informed of key developments.

As a Co-Founder of Lunaria Group, I helped establish a consulting and advisory firm that blends deep expertise from both the digital/Web3 and traditional financial markets. With a combined 100+ years of experience across core disciplines such as Operations, Risk Management, Treasury, Legal, Trading, Compliance, and Finance, Lunaria Group was founded with the belief that digital/Web3 markets will dominate the financial landscape in the coming years. We recognized that traditional approaches and solutions would not be sufficient to navigate this rapidly evolving space, so we set out to offer innovative, fully executable strategies that are tailored to meet the unique challenges of these new markets.

In my role at a digital asset financial start-up, I managed all client-facing aspects of the business, focusing on scaling the institutional side across lending, borrowing, and OTC trading. I led and executed strategic projects aimed at growing the institutional business, constructing and leading a global team of eight professionals responsible for business development, relationship management, and onboarding for institutions, corporations, and high-net-worth clients. I successfully maintained and expanded relationships with top-tier hedge funds and crypto-native clients for our lending business and played a key role in establishing the OTC desk. This involved originating new business, building relationships with liquidity providers, implementing risk and operational controls, and serving as a top-producing sales trader across spot and options.

Primary coverage for systematic electronic equities clients, managing the full sales cycle from identifying opportunities and pricing to closing deals and overseeing new client implementations. I worked closely with clients to optimize their execution strategies by customizing algorithms and Direct Market Access (DMA) strategies to enhance trading efficiency and meet their specific needs. This involved understanding each client's unique requirements and tailoring solutions to maximize performance and minimize costs.

Managed hedge fund relationships with assets under management (AUM) ranging from $50M to $50B, representing a diverse range of strategies, including quantitative, equity long/short, multi-strategy, activist, special situation, and event-driven approaches. I proactively identified cross-selling opportunities across various product offerings and trading desks, helping to expand client engagement and increase revenue. Additionally, I reviewed clients' business mixes to optimize the firm's balance sheet usage and improve return on assets (ROA), ensuring the alignment of client needs with the firm’s strategic objectives.

Served as the single point of contact for global hedge fund clients, coordinating with cross-functional teams to ensure seamless service delivery. I provided advisory support on market-specific procedures, facilitating trading across global markets. Additionally, I evaluated key aspects of client portfolios, including margin, risk, finance, and trade settlement across a range of products, helping clients manage and optimize their positions while ensuring compliance with regulatory requirements and internal risk protocols.

Managed the daily operational needs of global multi-strategy hedge fund clients, ensuring smooth and efficient execution of their trading activities. I streamlined client operations by sharing industry best practices, helping clients optimize their processes and improve operational efficiency. My focus included key functions such as corporate actions, trade booking and settlement, position and cash reconciliation, and portfolio management, ensuring accuracy and compliance across all aspects of client portfolios.

Responsible for reconciling financial statements in preparation for routine audits, reporting directly to the VP of Finance. I worked to reduce overdue balances by efficiently processing the reinstatement and cancellation of policies. Additionally, I ensured compliance with industry guidelines, maintaining accurate financial records and supporting regulatory adherence throughout the auditing process.