● Strong leadership in strategy and execution, senior level wealth and asset
management experience and cross-asset capital markets expertise
● Deep understanding of both sell-side sales and trading business practices as well as
buy-side fiduciary duties and responsibilities
● ...
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● Strong leadership in strategy and execution, senior level wealth and asset
management experience and cross-asset capital markets expertise
● Deep understanding of both sell-side sales and trading business practices as well as
buy-side fiduciary duties and responsibilities
● Recognized leadership through collaboration and team building and strong advocate
of work place culture, diversity, mentoring and professional development
● Built from the ground up a high-net worth focused asset management business for
Jefferies Asset Management LLC (now CoreCommodity Management LLC)
● Executive and innovator of over $50 billion in financial products across asset
classes, including equities, fixed-income, alternatives and fund-linked products
● During the applicable tenor, increased ML group’s revenues from $70M to over
$400M per annum, while increasing market share to over 35%
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