Equities Trading Operations at MIAX Exchange Group

Develop and test functionality on the upcoming MIAX Pearl Equities Exchange, launching September 2020.



      MIAX Exchange Group
  

NY Financial Institutions Group (FIG) teamPrimary contact for banking and investment needs of Hedge Funds, Private Equity firms, and their principals.• Execute capital calls, cash transfers/wires, security transfers, FX and mutual fund trades daily on behalf of clients.• Field client requests: mortgages, securities-based lines of credit, address/authority updates, credit/debit cards.• Analyze client needs and provide advice on banking and investment product upgrades, increase wallet share.• Work with accountants, lawyers, management co.’s (e.g. Parametric) and family offices to service client needs.Notable achievements:• Successfully navigated French local gov’t to assist in client investment (€Xmm mortgage win).• Identified and explained FX accounting discrepancy to MDs, technologists, and the client, and helped retain $55mm client.• Helped win $1Bn family office client
    
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For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world.

Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries.

Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities.

© 2017 JPMorgan Chase & Co.  JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.


      JPMorgan Chase
  

Using iterative research and marketing best practices, I advised leadership and designed strategy on how to build Fishbowl's brand and grow the professional community. Designed and executed a survey among Financial Advisors and analyzed data to produce several reports - providing valuable insights to the FA/WM community.



      Fishbowl
  

Concurrent with my role as an advisor, I:•	Win deals/contracts with clients for new advisors•	Teach analytical and sales classes on a weekly basis •	Conduct phone interviews for new advisor applicants on a biweekly basis•	Conduct on-site interviews at on-campus locations (Penn/Wharton, UDelaware)•	Manage the McAdam table at university career fairs (Penn/Wharton, SJU, UDelaware)
    
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McAdam Financial

Financial Advisor responsible for an organic book of business focused in the higher education and biotechnology industries.


Research assistant to Dr. Emily Hannum in quantitative sociology. We worked on an economic/development survey conducted throughout western China to understand the relationships between language of instruction in ethnic minority communities at the primary and secondary education levels, and community factors such as parental education, ethnic composition, political party affiliation, and socioeconomic status. Using descriptive and regression techniques, preliminary results show that while the Chinese government encourages minority language education, certain factors are correlated with a prevalence of Mandarin-language education, such as parental education levels and high SES, as all universities in China have instruction in Mandarin, and fluency is required for student success.
    
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      University of Pennsylvania
        
  

Financial Services Retail Market Strategy-	Designed and conducted 3-part market survey with 1200 questionnaires (online and in-person), focus group sessions, and 14 one-on-one branch manager interviews-	Performed data analysis (statistical inferencing, linear optimization, analytical hierarchy process, balanced scorecard analysis)-	Built Tableau dashboards with enhanced customer segmentation, analyzing marketing efforts and product performance-	Co-developed strategy for market share growth and retention Business Continuity Management (BCM)-	Analyzed business data -	Wrote final reports detailing business process risks and risk mitigation procedures for public sector BCM policy implementation
    
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PwC helps organizations and individuals create the value they're looking for. We're a network of firms in 157 countries with more than 223,000 people. 

PwC refers to the PwC network and/or one or more of its member firms, each of which is a separate legal entity. Please see www.pwc.com/structure for further details. The firms that make up the PwC network are committed to working together to provide quality service offerings for clients throughout the world. Firms in the PwC network are members in, or have other connections to, PricewaterhouseCoopers International Limited (PwCIL), an English private company limited by guarantee. PwCIL does not practise accountancy or provide services to clients.

Content on this page has been prepared for general information only and is not intended to be relied upon as accounting, tax or professional advice. Please reach out to your advisors for specific advice.


      PwC
  

-	Redesigned and executed PwC National Salary and Compensation Survey -	Conducted feasibility study and introduced/implemented Qualtrics and Tableau for data collection and analysis throughout the consulting practice-	Maintained contact with >100 HR executives and coordinated data submission for >200 distinct job positions in 16 industries-	Analyzed data and worked with Central Bank of T&T to introduce macroeconomic research for further comparison and insights-	Designed surveys and composite scoring metrics for measuring Employee Engagement in the public sector-	Custom-designed multifaceted Rewards and Recognition packages catering to a diverse and intergenerational workforce
    
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Worked as part of internal risk and commercial consulting “Nominations” team. Responsibilities included business plan analysis, gas demand and production forecasting and actuals analysis (local and export markets), and daily compilation and analysis of LNG and NGL production data – all for daily risk management meetings where production, pricing, allocation, and shortfall mediation strategies were discussed. Conducted LNG plant safety tours and hereafter compiled reports detailing risks, risk level and possible risk mediation strategies.
    
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About us

  BG Group is now part of Royal Dutch Shell plc. Stay up to date with company news and discover new career opportunities at https://www.linkedin.com/company/shell

BG Group

Performed administrative duties including but not limited to assisting the principal, communication with parents, managing student/staff information and grading databases, Student report generation, logistics, and event planning and management. Researched, sourced and implemented a digital parent-teacher appointment system, improving lines of communication between parents and teachers for individual meetings and controlling parent traffic on Open Days. Teaching Assistant assignment: Grade 6 Math, Grade 8 Pre-Algebra and Grade 8 Science on a daily basis.
    
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The University of Pennsylvania is one of the oldest universities in America and, as a member of the Ivy League, one of the most prestigious institutions of higher learning in all the world. Penn is home to 12 schools including the School of Arts and Sciences, the School of Nursing, the School of Engineering and Applied Science and the Wharton School of Business, as well as several graduate and professional schools such as the School of Medicine.

Equities Trading QA Analyst at MIAX Exchange Group

MIAX Exchange Group

Equities Trading QA Analyst

JPMorgan Chase

Associate | Private Bank

Fishbowl

Digital Marketing and Growth Consultant

McAdam Financial

Financial Advisor Coach

McAdam Financial

Financial Advisor

University of Pennsylvania

Research Assistant

PwC

Summer Associate

PwC

Summer Associate

BG Group

Intern - Atlantic LNG Asset

University of Pennsylvania

Bioengineering Department Office - Student Intern

International School of Port of Spain

Student Intern/Assistant to the Middle School Principal

University of Pennsylvania

Sociology

Bachelor of Arts (B.A.)