Leadership

I am a financial expert with over a decade of immersion in the intricate world of capital markets. My journey in finance has seen me managing multi-million dollar portfolios as a day trader, acutely understanding the ebb and flow of numbers, trends, and market dynamics. I’ve had the privilege of shaping significant market movements during my time at global stalwarts like Thomas Reuters and Nasdaq.

Holding the distinguished CMT Certification, I pride myself on being part of an elite group skilled in market technical analysis. My expertise is not confined to textbooks but has been rigorously tested in real-world high-stake situations, from countering activist investors to amplifying liquidity for clients and unmasking insider trading activities.

As a growth-focused Finance Professional and Consultant, I’ve delved deep into the world of FinTech, playing an instrumental role in creating flagship SaaS products tailored for top-tier institutions and investor relations. Whether in the agile corridors of startups or the structured hallways of large corporations, I’ve consistently led teams to innovate and break new ground.

My roles have spanned shareholder analysis, targeting, corporate access, ESG, and portfolio management. Through these roles, I’ve impacted over 300 companies, designing unique IR programs that have flourished regardless of the market’s temperament.

In a domain that prizes accuracy, foresight, and mastery over numbers, I stand committed to excellence, drawing inspiration from the financial visionaries who have shaped our era.