Professional Experience
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Harbour Square Capital Management (Stamford, CT) February 2014 August 2016
Vice President
" Joined the two Founding Members at inception to launch Harbour Square Capital Management
" Worked directly with the CIO on trade idea generation and execution; including the creation of spread, option, and risk valuations
" Responsible for reporting daily portfolio risk to investors
" Worked closely with the Managing Members on various initiatives pertaining to the Separately Managed Accounts (SMA) Platform, Investor Relations and Business Development
" Created and implemented fundamental research on the Natural Gas market including daily supply & demand, pipeline flow data, import/export, nuclear/ power and seasonal carryout which was used on a daily basis to determine dislocations in the cash and futures markets to generate trade ideas
" Front office liaison for the CFO and various Clearing Firms/Executing Brokers to ensure proper trade settlement across 3 different Funds and SMAs
" Responsible for all OTC trade execution and management of trade allocations across the firms Funds and SMAs
" Implemented a front office Profit/(Loss) platform that could be run at the Trader, Fund and/or Firm level; reports were disseminated to Traders and Senior Management on trade date (T) and reconciled with the official books and records of the back office on T+1
Sasco Energy Partners, LLC (Westport, CT) January 2011 June 2013
Natural Gas Futures & Options Trader (January 2013 June 2013)
" Managed a $20M Natural Gas portfolio consisting of future & option positions on both the NYMEX and ICE exchanges which generated +2.0% return during the 1st and 2nd Quarter
" While trading my own book, I maintained full responsibility for the Analyst duties as outlined below
Fundamental Analyst (January 2011 June 2013)
" Initially recruited from IBM by Sasco's Managing Member to join the firm as an analyst
" Generated fundamental research on the Natural Gas market
" Provided support for five traders; responsibilities included, but were not limited to: research projects, risk valuation, option valuation, and trade generation
" After a period of six months, responsibilities grew to include all OTC trade execution and allocation
" Worked closely with the CFO to implement a front office Profit/(Loss) platform
" Worked closely with the Managing Member and CFO on Investor Relations and Business Development
" Served as the back-up for the CFO on middle/back office operations
International Business Machines (New York, NY) August 2008 December 2010
Sales Account Executive
" Responsible for account management and security software sales to risk management departments and C-Level Executives at Hedge Funds and other Financial Services companies
" Graduated top of my class from IBM Global Sales School, only graduate in the New York office to be given client list and responsible for quota upon graduating
" Elected to New Hire Mentor Program; mentored two new hires and assisted in their development upon joining sales team
Education
Dartmouth College Hanover, NH
Bachelor of Arts Degree in History June 2008
Numerous courses in Economics and Statistics
Skills and Interests
Computer Skills: Proficient with Bloomberg, XTrader (TT), Web ICE, Clearport and Microsoft Office
Athletics: Varsity QB, Dartmouth Football, Quarterback Coach Greenwich High School |
