Proven leader and financial services professional with entrepreneurial nature and a wide range of international and domestic capital markets experience dealing with exchange traded products. Such financial instruments include: Depositary Receipts – ADRs, GDRs, EDRs, New York Shares & Direct ...more

Proven leader and financial services professional with entrepreneurial nature and a wide range of international and domestic capital markets experience dealing with exchange traded products. Such financial instruments include: Depositary Receipts – ADRs, GDRs, EDRs, New York Shares & Direct Listings Exchange Traded Products – Passive & Active Strategies, foreign listings, niche strategies Special Purpose Acquisition Companies - SPACs As a driven polished leader and consultant, I know how to effectively manage the process and deliver actionable results. My expansive contact list and innovative spirit has provided me the “go to person” accolade and enables me to consistently ensure improvement and purposefully shape the financial services ecosystem. The pillars for all exchange traded products and their key to success consist of the following: Issuers - Foreign private issuers, exchange traded sponsors and target companies for SPACs Market Intermediaries – Depositaries, asset servicing, exchanges, liquidity providers, research, underwriters, legal, auditors & investor platforms Communications – U.S. oriented presentation materials, press releases, virtual online conferences, organizational associations Investor Targeting – passive & active, institutional & retail, market segmentation Strategy & Follow Up – metrics, key contacts and relationship management Intangibles – product innovation, market trends, regulatory pivoting I believe that the best solutions are those that are both simple, yet elegant. I have built my career around bringing key influencers together to foster a ‘win, win, win’ environment and having a successful track record of innovation and client relationships. Personable and highly skilled, I bring years of experience to the table. My record of accompliless