Providing prime brokerage services to hedge funds, family offices and professional traders. Multi-clearing, cloud-friendly and high-touch client services solutions tailored to each client's business needs. Striving to continuously provide exceptional client advocacy for today's evolving regulatory and business environment.

Triad Securities: Providing Prime Brokerage services to Family Offices, Hedge Funds, Traders, and RIAs. - Global high-touch execution capabilities across Foreign & US Equities, Fixed Income, and Options. - Proprietary New Issue reporting service provides clients with exclusive insight and market color concerning the initial and secondary offerings of Equity, Preferred, and Convertible securities.

Responsible for overseeing the Prime Brokerage business in Boston, Toronto, & Montreal and marketing the Investor Services platform to hedge funds and asset managers. Senior Relationship Manager for Prime Brokerage clients in New England and Canada. Member of the Boston and Canadian strategy teams to coordinate multiple lines of business and leverage the firm's relationships to improve overall market share.

Managed the Prime Brokerage business in New England and Canada. Responsible for Prime Brokerage Sales and Relationship Management.

Responsible for Prime Brokerage Sales and Relationship Management in New England and Canada.Spearheaded the creation of and oversight for the New Accounts department tasked with onboarding all new clients onto the Prime Brokerage platform and serving as the initial point of contact.