Lead profitability forecasting, capacity modeling, and strategic financial planning and analysisManage internal finance and accounting, overseeing day-to-day functions of the department and teamModernize process, planning, and reporting across the entire firmLead a team of technical experts in building and delivering B2B websites for Fortune 500 clients

Identified and vetted business opportunities through stakeholder and outside expert interviews and researchLed the expansion of the product suite from 3 to 8 unique and novel medical devicesGenerated compelling marketing collateral to support the sales teamDefined design principles through prototyping and testing that guided product development

Senior Vice President of Global Debt and Derivative Sales_Led expansion into European sovereign debt markets, resulting in an additional $500k+ annual revenue_Coached and developed a team of junior and associate-level analysts_Create ad-hoc, complex analysis that consistently satisfied demanding tier-one clients_Earned CMT (Chartered Market Technician) designation for technical analysisAssociate Vice President of Fixed-Income Sales_Published technical reports identifying global trends and recommending commensurate strategies_Led expansion of derivative execution into an annual driver of over $1.5 million in gross revenue_Cultivated and maintained excellent client relationships through daily calls and quarterly presentationsAssociate Research Analyst_Identified and researched relevant market anomalies to guide daily client interactions_Built internal accounting process to ensure accuracy and completeness of monthly business_Developed methodologies to gather, verify, and query large data sets for analysis_Built custom software tools to create, test, and refine proprietary forecasting models_Managed internal dialogue between compliance, operations, legal, and accounting departments Debt Capital Markets Desk Support _Liaised with counterparties to facilitate and reconcile the settlement of securities _Established and led electronic exchange derivative execution for the team’s clients_Drafted and stewarded the completion of counterparty give-up agreement contracts