Oversee business analysis and product development of an electronic execution platform for 14,000+ Merrill Lynch Global Wealth Management Financial Advisors focusing on New Issue products. Gather business requirements and documentation for product enhancements and new development. • Lead analyst on the development of the following products on Merrill Lynch Markets: Preferred New Issue, Closed End Fund New Issue, Equity New Issue and Unit Investment Trusts. • Manage 3 Business Analysts that cover Secondary Fixed Income Products, Managed Accounts and the firms Public Information Control System.

Oversaw E-Commerce initiatives for Fixed Income business including all aspects of integration for Bloomberg, Market Axess, Tradeweb, Bonds.com, Dealerweb and TheMuniCenter. Business liaison for external vendor trading applications including Broadway Technology and Riskval. • Managed market data and vendor expenses.• Worked closely with marketing group to create a MF Global cohesive presence on Bloomberg that included a single landing page for clients.• Lead initiative to get MF Global economic research and fixed income market commentary available on Bloomberg for clients and internal sales teams.• Liaised with various vendors to ensure compliance with new SEC Market Access Rule 15c3-5 and TRACE requirement for Mortgage Backed Securities.

Product Manager, Director-Liquidity Management System/E-Commerce (1998 – 2009)Oversaw sales, marketing and product development for ML proprietary debt trading system. LMS targeted the institutional investor. Represented sell side firms on industry issues as member of Bond Market Association Technology Committee and FIX Protocol Global Fixed Income Committee. Merrill Lynch liaison for Market Axess and TradeWeb. Supported the Americas clients and sales on all aspects of e-trading.• Led project to replace proprietary trading applications with Bloomberg generic applications for an annual cost savings of $1 Million.• Increased total clients on LMS to 7800 in 2008.• Grew total trading volume on LMS to $2.8 Trillion in 2006.• Expanded trading volume for short-term municipals to over 80% of total desk volume.• Increased total number of trades on LMS to 500,000 in 2002.• Expanded trading volume for Commercial Paper to over 75% of total desk volume.

Oversaw the design and implementation of Wall Street’s first electronic trading system for debt products. Liaised with various trading desk and system developers to build comprehensive proprietary debt trading system. LMS was built to meet the needs of trading, sales and clients. Sales and Marketing responsibilities for Western Region.• Increased overall volume to $1.4 Trillion in 1998.• Extensive client contact to sell adoption of LMS to clients and sales resulting in exponential growth in number of clients.• Developed platform which improved operational efficiency of trading fixed income products. Significantly decreased number of trade fails.

Conducted operational audits of global institutional sales office network. Managed Bankers Trust relationship for institutional sales. Managed Institutional Sales relationship with Merrill Lynch Treasury Funding Desk. Represented Institutional offices in firm wide systems development and enhancements. Oversaw funds movements for institutional clients in excess of $1 Billion daily. • Established new office procedures to increase supervision and control.