Position:
National Director, Financial Services at SourceHOV | Tax
Work:
SourceHOV | Tax
since May 2009
National Director, Financial Services
DRDA, P.C.
Jun 2008 - Apr 2009
Sales Coordinator and Business Development Officer
Riley Wealth Management, LLC
May 2003 - Jun 2008
President
Kaizen Management, L.P.
Jan 2008 - Mar 2008
Consultant
RBC Capital Markets
Jan 2007 - Mar 2007
Contractor Co-Manager of Proprietary Hedge Fund
Leprechaun Fund, LP
Mar 2005 - Dec 2006
General Partner
AIG Advisor Group
Jul 2002 - Mar 2005
Stockbroker
El Paso Merchant Energy
Jan 2001 - Jan 2002
Quantitative Analyst
Self-employed
Dec 1995 - Jan 2001
Stock, Option, and Commodity Trader
RBC Wealth Management
Mar 1995 - Dec 1995
First Vice President
Oppenheimer
Jan 1994 - Mar 1995
Vice President
Bear Stearns
Nov 1990 - Jan 1994
Stockbroker
Smith Barney
Dec 1988 - Nov 1990
Stockbroker
Merrill Lynch
Nov 1986 - Dec 1988
Stockbroker
Miclou Enterprises
Jan 1984 - Aug 1986
COO
IBM
Jul 1981 - Dec 1983
Marketing Representative
Education:
The University of Texas at Austin 1979 - 1981
BBA, Marketing
Trinity University 1977 - 1979
Skills:
High-Frequency Trading, Trading Technology, Trading Platforms, Software Development, Business Tax, Business Advisory, Buy-side, Sell Side, Market Structure, Market Microstructure, Electronic Trading, Exchange Connectivity, Smart Order Routing, Trade Execution, Quant, Statistical Arbitrage, Volatility Arbitrage, Low Latency, Options Pricing, Equity Trading, Market Making, Proprietary Trading, Trading Systems, Trading, Options
Honor & Awards:
SourceCorp’s first “Trail Blazer” trophy for pioneering a new vertical for the firm.