Work:
Kls A Division of Boston
Feb 2016 - May 2020
Managing Director, Senior Client Advsor and Deputy Chief Investment Officer
Leading Independent Wealth Management Firm
Feb 2016 - May 2020
Managing Director and Deputy Chief Investment Officer
Exchange Si
2013 - 2016
Founder
Bnp Paribas
2011 - 2013
Managing Director, Global Equities and Commodity Derivatives
Deutsche Bank
2005 - 2010
Managing Director, Head of Structured Equity, Retail and Fund-Linked Sales
Citi
1996 - 2005
Director, Head of Hedging and Monetization Group
Morgan Stanley
1994 - 1996
Associate, Equity-Linked Capital Markets and Corporate Equity Derivatives
University of Pennsylvania
1993 - 1994
Fellow, Center For Technology Transfer
Hambrecht & Quist
1989 - 1992
Equity Research Associate, Medical Technology
Education:
The Wharton School 1992 - 1994
Master of Business Administration, Masters
University of Michigan College of Literature, Science, and the Arts 1985 - 1989
Skills:
Equity Derivatives, Derivatives, Structured Products, Equities, Capital Markets, Equity Research, Alternative Investments, Options, Credit Derivatives, Fixed Income, Hedge Funds, Investment Banking, Financial Structuring, Bloomberg, Structured Finance, Sales, Portfolio Management, Investments, Trading, Asset Management, Financial Markets, Investment Strategies