Company Info for thefairxchange.com | IcebreakerMembers
Senior Financial and Transaction Services Executive with extensive expertise in leadership, operations, strategy, team building, equity and derivatives market structure, product management, regulatory issues and relationship management. Recognized derivatives industry expert and speaker. Board Member and Advisor.
Key skills and experience:
Executive Leadership | P&L Management | Market Structure | Business Development
Equities | Derivatives | Cryptocurrencies | Blockchain | Trading Platforms | Operations
Front-end Technology | Relationship Management | Regulation
Highlights and accomplishments:
Disruptive startup – early employee at first all-electronic options exchange. Business achieved profitability and lead market share within 3 years.
Executive management – rose to lead the ISE’s core business and P/L with direct management oversight of Business Development, Sales, Market Operations, Product Management, ETF Ventures and the Market Data business.
Business Plans - developed business plans and lead implementation for the successful launch of two new options exchanges and an ETF financing business responsible for the launch of the first ever Cybersecurity ETF (HACK).
Strategy – responsible for overall business strategy of three electronic options exchanges, the market data business and ETF ventures.
Pricing – designed and oversaw all pricing/fee decisions in a hyper competitive environment, introducing innovative fee and rebate models to maintain market share and preserve profitability.
Product/Technology – lead design and development of PrecISE, the first and most successful exchange developed EMS for US equity options. Lead design and development of industry first Complex Order Book.
Regulation – established deep relationships with staff at the SEC and lead collaborative effort to roll out market innovations, including new institutional auction, crossing and complex trading order types. 
25+ years of leadership experience building and scaling retail, active trader and institutional multi-asset self-directed investing and trading platforms and service offerings organically and through strategic M&A. Areas of expertise include Equities, Options, Futures, Futures Options, Forex, CFDs, and Crypto market structure, electronic trading technology, smart order routing, best execution, and algos, position, risk, and credit management, front, middle, and back office Integration, regulatory reporting and controls. 
