Cryptocurrency and Prime Brokerage Operations Advisor
Timothy Reed – Cryptocurrency & Prime Brokerage Operations Advisor
SUMMARY
Extensive experience as a multi-asset class Prime Brokerage operations manager, including client service, middle office, client-facing reporting, onboarding, and business startup.
Proven success collaborating with development, client service, legal, operations, sales, and support.
Google Sheets/Docs/Workspace, Canva, Carta, Confluence, Lucid, Notion, Postman
PROFESSIONAL EXPERIENCE
Freelance Consultant – New York, NY
Dec 2025–Present
Operations Advisor/Consultant
Advises global clients on operations processes and execution across short-term engagements.
Static Finance Inc. dba Power Finance – New York, NY
Apr 2025–Dec 2025
Vice President, Operations
Jul 2025–Dec-2025
Operations Advisor/Consultant
Apr 2025–Jul 2025
Owned and executed core operations to run and scale an electricity-market and tokenized-finance platform at a pre-seed-round, regulated, four-person startup. Worked cross-functionally with portfolio management, engineering, finance, leadership, investors, and external to ensure reliable settlement, strong controls, and regulatory readiness.
Responsibilities/Deliverables:
Defined end-to-end operational responsibilities, workflows, and asset flows.
Led onboarding, KYC/KYB, and due diligence processes.
Partnered with legal and compliance on regulatory implementation and entity formation.
Designed and implemented risk controls, internal processes, and audit readiness.
Supported treasury, cash management, and financial operations; coordinated accounting and payroll.
Evaluated financial services providers, selected vendors, and led integrations into the platform.
Served as primary liaison with vendors, banks, accounting, counsel, and funding partners.
Freelance Consultant – New York, NY
May 2024–Jul 2025
Operations Advisor/Consultant
Advised global clients on operations processes and execution across short-term engagements. Clients included REITs, fractional CISOs, lenders, and tokenization platforms.
Lionsoul Global Inc. – New York, NY
Dec 2023–Apr 2024
Head of Operations
Responsible for daily operations, including onboarding, middle office, and client service at a US-regulated cryptofinance startup.
Responsibilities/Deliverables:
Worked closely with senior management, business analysts, product managers, and engineers to align operations requirements with platform objectives.
Met with service providers (execution, custody, banking, compliance, legal, security, insurance) to analyze their offerings and align with our service needs.
Defined entity relationships, account hierarchies, and front to back flow of funds including client’s initial funding, SMA and SPC investment and redemption, asset conversion, and fee management.
Worked with HR to describe and justify staffing requirements, participated in all staffing efforts.
Circle Internet Financial, LLC – New York, NY
Oct 2022–Jan 2024
Institutional Market Operations Senior Director
Responsible for Prime Brokerage and FX daily operations, including onboarding, middle office, and client service.
Responsibilities/Deliverables:
Defined all aspects of the institutional lending business, including the business entity, business plan, policies and procedures, hiring plan, and software platform.
Launched and led the OTC FX business, managing client onboarding, rate negotiation, and settlement.
Partnered with Legal to create and license a state regulated qualified custodian, from drafting applications to fine tuning its content with state banking regulators.
BitGo Inc. – New York, NY
Jun 2019–Jul 2022
Prime Brokerage Business Manager
Managed Crypto Prime Brokerage daily operations, including institutional crypto lending, trading, settlement, and loan servicing.
Responsibilities/Deliverables:
Responsible for all aspects of BitGo Prime’s daily operations and client service.
Ran Loan Servicing in partnership with our regulated custodian, BitGo Trust.
Managed six-person global client service team responsible for new client onboarding/KYC/AML; loan origination, asset transfers; daily settlement with liquidity providers and clients.
Implemented Google Sheets-based lending platform with Apps Script automation and triggers.
Developed service and product requirements and use cases; populated JIRA backlog.
Bank of America, Equity Services Technology – New York, NY