Licensed Investment Advisor Representative and NJ Life Insurance Producer serving as director of operations. Responsibilities include oversight of trading, operations, human resources, compliance, client on-boarding and client service. Role includes leading and managing team, establishing culture and coaching employees.

Managed and steered a successful non-profit from infancy to maturity overseeing all business aspects of organization including accounting, budgeting, commercial financing, compliance, human resources, IT, employee training and coaching. Project Managed construction of a new $10 million, 35,000 sq. ft. facility awarded “Best Educational-Institutional Project” by the Philadelphia Business Journal.

Key Achievements:- Formulated trading strategies producing consistent, bottom-line results for top performing portfolio management team managing $18 billion in equity assets - Frequent author of The Business Report on KYW 1060 AM News Radio Philadelphia- Team-managed $40 million trade commission budget- Employed use of advanced trading technologies to reduce market impact and trading costs- Established an accomplishments-driven career highlighted by rapid acceleration to increasingly responsible positions - Developed technical analysis skills to improve trading decisions and cultivate new investment ideasResponsibilities: - Recruited, interviewed, trained and mentored new trading employees - Analyzed and communicated economic, business and market data to portfolio managers - Contributed market insight to guide investment team decisions and portfolio strategy - Maintained knowledge of IPO and secondary markets - Developed and maintained professional relationships within the institutional brokerage community - Participated in Institutional Investor’s Trader Forum

Fixed Income Trading Desk Operations. Awarded Most Improved Department.