Co-Founder at FieldLens
Computer Software | United States, US
Financial professional with ten years investment research, trading and fund management experience. Co-founder at a technology startup designing, developing, and deploying mobile tools for the construction industry.
Specialties: Project management, financial analysis, research and writing, relationship building, business development.
Mar
2011 - Present
Co-Founder / FieldLens
FieldLens is bringing mobile apps to the construction industry.
Jun
2010 - Present
Consultant / Mansard Capital LLP
Generating trade ideas and advising on research and trading.
Feb
2011 -
Apr
2011
Business Development Consultant / Filament Media
Worked directly with the founders of a digital media start-up to build a portfolio of content-rich internet-based businesses driving revenue through lead-generation and advertising strategies. Sourced revenue generating affiliate partnerships with major media outlets and businesses with natural compatibility. Developed content acquisition and syndication strategies.
Aug
2007 -
Mar
2010
Portfolio Manager / Castlestone Management
Managed trading and research team of four in New York office of global investment management firm. Developed and cultivated relationships with clients and counterparties, internal sales force, and press and industry sources. Co-managed suite of commodity funds and generated ideas for global macro fund, deciding and implementing investment and trading strategies for submission to investment committee. Provided market coverage and developed internal fundamental research and allocation strategies.
Dec
2005 -
Jul
2007
Associate / Goldman, Sachs and Co
Developed equity futures business through improved team coordination, customer service and back-to-front office cooperation. Built client relationships with portfolio managers, traders and sales force. Created partnerships with other coverage providers including sales, operations, and marketing. Coordinated daily order passing between international trading teams. Generated trade ideas and implementation strategies for institutional clients and hedge funds. Executed listed futures and options on futures to trade equities, fixed income, and commodities in North American, European, and Asian markets.
Apr
2001 -
Dec
2005
Trade Management Analyst / Goldman, Sachs and Co
Hybrid position on an equity futures execution desk, performing both execution and operations tasks. Direct point of contact between operations, sales, and execution departments for trading desk. Provided a high level of service to both direct institutional clients and internal sales force. Highlighted the ongoing initiatives of the operations department and aided in the implementation of updated operations processes by the internal sales force.
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2000
-
2003
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA
in
Finance
Activities: Delta Mu Delta, National Honor Society in Business Administration
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1994
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1998
Colgate University
BA
in
Philosophy
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Websites:
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Honors:
Delta Mu Delta