Years of experience: 17

United StatesITFinancial AnalystCrypto🐦 DesignConsulting

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Todd's Career Path
Associate Director/Product Manager - Digital AssetsMar. 2019 -
Present
UBS Securities, LLCAssociate Director/Product Manager - Digital Assets
Stamford, 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...
Operations Manager/Salesforce AdministratorMar. 2017 -
Oct. 2018
Opendoor Securities, LLCOperations Manager/Salesforce Administrator
Jersey 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 re...
Operations ManagerJun. 2013 -
Mar. 2017
MTS Markets International Inc.Operations Manager
New 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 accoun...

Todd's Posts

  • How I can help you

    Experienced project manager optimizing operational and strategic efficiency in financial services. Extensive 20+ years in finance, digital asset infrastructure projects, and business analysis for project impact.

  • People I am looking for

    - Businesses aiming for better operational efficiency and profitability. - Companies seeking strategic financial insights and digital transformation support.

  • Experience & Cases

    - Implemented distributed ledger for UBS's fixed income. - Collaborated with DTCC on blockchain solutions. - Developed DLT projects. - Clients: UBS, DTCC, HQLAx, Broadridge.

  • How to contact

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