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Work Background
Associate Director/Product Manager - Digital Assets
UBS Securities, LLCAssociate Director/Product Manager - Digital Assets
Mar. 2019Stamford, Connecticut, United StatesIn this role, I lead the integration of DLT within Group Treasury’s settlement operations, helping to streamline and modernize the way transactions are managed. My focus is on making processes more efficient, ensuring that upcoming digital asset projects align seamlessly with business objectives. I also coordinate run-the-bank initiatives to improve affiliate access to financial solutions. By bridging the gap between business units and operations, I identify new opportunities where digital assets can revolutionize product offerings, ultimately driving greater value for the organization. Here are some of the key accomplishments during this tenure: * Increased revenue opportunities and reduced operational costs by successfully extending DLT functionalities. * Improved operational efficiency and increased available products for affiliates through strategic project planning and coordination. * Conducted business analysis for Intraday Liquidity Management (ILM) and developed business processes to optimize liquidity usage. * Reduced liquidity usage and custodial / transaction fees with clearing houses through Distributed Ledger Technology implementation, enhancing operational layers and settlement for fixed-income trades.
Operations Manager/Salesforce Administrator
Opendoor Securities, LLCOperations Manager/Salesforce Administrator
Mar. 2017 - Oct. 2018Jersey City, New Jersey, United StatesAt OpenDoor Securities, I played a key role in transforming Treasury Trading market operations, leading the development of core processes for all-to-all electronic auction systems. Managing relationships with clearing dealers and correspondent banks, I ensured every trade was accurately reflected in charges and account balances. I was responsible for reporting trades to FINRA to meet TRACE requirements and working closely with compliance teams to maintain up-to-date KYC information. Notably, I automated reporting functions, simplifying internal and external reporting for stakeholders. Following are some of my notable accomplishments during this tenure: * Drove significant improvements in trade break and fail reporting by interfacing effectively with correspondent banks. * Managed relationships with clearing dealers for trade execution information delivery, complying with FICC/GSCC standards. * Bolstered data integrity and elevated sales and management reporting efficiency through Salesforce integration and adoption.
Operations Manager
MTS Markets International Inc.Operations Manager
Jun. 2013 - Mar. 2017New York, United StatesDirected trade lifecycle management to ensure precise and efficient booking across front and back-office systems. Managed daily revenue and trade concern reports, employing Real-Time Trade Monitor (RTTM) for prompt trade booking and analysis. Formulated budgeting strategies for operational team, focusing on revenue recognition and day-to-day P&L balancing. Reconciled correspondent bank accounts, maintaining alignment with front-office systems and meeting FINRA TRACE reporting requirements. ● Diminished manual processing time and intervention by 75% and improved turnaround time by 50% by developing and implementing project plans for automated report generation. ● Reduced client request processing time by 65% by automating reporting processes for improved productivity and providing training on Excel and STP tools for trade allocation using Oasys.
Authorized Officer/Securities Fixed Income Special Processing Group (FI SPG) Team Lead
UBS Securites, LLCAuthorized Officer/Securities Fixed Income Special Processing Group (FI SPG) Team Lead
Jun. 2010 - Jun. 2013Stamford, Connecticut, United StatesLeading a five-member team, I managed trade allocations for emerging markets, investment-grade, and high-yield trading desks. My role was all about optimizing efficiency—overseeing STP functionality for trading systems and ensuring accurate trade matching with settlement teams. I worked closely with the MBS trading system, ensuring trades were processed seamlessly. Collaborating with senior management, I reviewed existing trading functions and introduced new technologies to improve system performance and automation. Given are some of my main contributions during this tenure: * Directed Oasys confirmations, metrics reporting, and client onboarding activities to streamline processes and documentation. * Implemented automation across platforms, including Oasys Domestic, Oasys Global, and CTM, reducing trade allocation time by 45%.
Authorized Officer, Securities FI SPG Team Member
UBS Securities, LLCAuthorized Officer, Securities FI SPG Team Member
Jun. 2007 - Jun. 2010Stamford, Connecticut, United StatesEfficiently performed various middle-office functions, which included communicating with front office and operations, coordinating with clients on different trade-related concerns, and allocating and confirming trades. Collaborated with internal and external clients to implement a more efficient process using new technologies. Rendered effectual support to trading desk operations while improving the productivity of Sales Trading Force. Key Highlights: ▪ Functioned as the Operations representative for the United States Treasury Auction TAAPS, which entailed submitting and validating UBS’ auction participation, process, and results. Managing communications with participants in auction and providing the business and compliance with relevant reporting. ▪ Responsible for managing trade allocations and trade entry for Sales trading team of various Fixed Income products and process improvement efforts.

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