Position:
Managing & Founding Partner at CarveOut Partners LLC
Location:
Greater New York City Area
Work:
CarveOut Partners LLC
since Oct 2009
-
Managing & Founding Partner
Quadric Solutions, A Millennium Partners Company
Mar 2010 - Feb 2011
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Senior Managing Director/Chief Marketing & Business Development Officer
CarveOut HM Ltd. - XBRLglobal
Jan 2010 - Feb 2011
-
Founder
NYFIX
Jan 2006 - Oct 2009
-
Director Global Business Development
NYFIX
Jan 2002 - Jan 2006
-
Vice President - Business Development
Watcher Technologies a Division of Datek Online
Aug 1999 - Oct 2001
-
Director Sales & Marketing
Reuters America, Inc.
Sep 1998 - Aug 1999
-
Senior Risk Management Specialist/Product Manager
Reuters America, Inc.
Sep 1995 - Sep 1998
-
Director of Strategic Planning & Business Analysis
Reuters America, Inc.
Sep 1994 - Sep 1995
-
Fixed Income Analyst
Federal Deposit Insurance Corporation (FDIC)
Jul 1992 - Jun 1994
-
Bank Resolution Analyst
Federal Deposit Insurance Corporation (FDIC)
Jul 1990 - Jul 1992
-
Bank Liquidation Specialist
Education:
SL
Lehigh University 1986 - 1990
BS Economics, Finance & Economics
Carnegie Mellon (NYC) 1995 - 1996
New York Institute of Finance 1995 - 1997
Skills:
Venture Capital, Financial Markets, Equities, Hedge Funds, Trading Systems, Change Management, Disruptive Technologies, Financial Technology, Swaps, Market Structure, Business Development, Corporate Development, Global Business Development, Go-to-market Strategy, Business Strategy, Marketing Strategy, Trading
Interests:
* NASD Licenses: Series 7, 63, 24
Additional Training:
* Edward R. Tufte: Presenting Data and Information Course
Topics include: Fundamental strategies of analytical design; Evaluating evidence used in presentations; Statistical data: tables, graphics, and semi-graphics; Business, scientific, research, and financial presentations; Complexity and clarity; Effective presentations: on paper and in person; Interface design; Use of PowerPoint, video, overheads, and handouts; Multi-media, internet, and websites; Credibility of presentations; Animation and scientific visualizations
* CommCore: "Media Skills Workshop"
* Franklin Covey: "Principal Centered Leadership"
* Miller Heiman: "Strategic Selling Seminars"
Interests: Politics, Running, Biking, Swimming, Kite Boarding, Investing, Travel, Reading, Music and spending time with my family & friends!
Honor & Awards:
Two-time recipient of the "FDIC Special Achievement Award"