As an Independent Consultant, I advise institutional clients and research firms on electronic trading in equities and credit. I benchmark platforms and analyze performance trends, market adoption, and product differentiation to support investment and strategic decisions.
At Trumid Financial, I led annual GTM strategy and budget planning with C-suite leadership, defining KPIs and revenue targets for a 15-person global sales team. I also built a Business Intelligence framework for U.S. corporate bond market activity and designed executive dashboards in Google Looker.
At Liquidnet Holdings, I used SQL-based analysis to identify client behavior and workflow friction, informing product enhancements that recovered $5M in annual commissions. I also analyzed transactional data and 13F filings to identify institutional prospects, generating approximately $250K in new annual revenue.
At Liquidnet Holdings, I partnered with senior management on $150M+ macro U.S. equity revenue targets and oversaw firm-wide reporting. I also implemented third-party data feeds and conducted regulatory impact analyses, including for the SEC Tick Size Pilot and MiFID II.
