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 engineering, client service, legal, operations, sales, and support.
Google Sheets/Docs/Workspace, Canva, Carta, Confluence, JIRA, Lucid, Notion, Postman
PROFESSIONAL EXPERIENCE
Freelance Consultant – New York, NY
Dec 2025–Present
Product & Operations Advisor
Advises early-stage fintech clients on product requirements, operational workflows, and platform design across short-term engagements.
Static Finance Inc. dba Power Finance – Boston, MA (remote)
Apr 2025–Dec 2025
Vice President, Operations
Jul 2025–Dec-2025
Consultant
Apr 2025–Jul 2025
Owned and executed core operations to run and scale an electricity market and tokenized finance platform at a three-person startup. Worked cross-functionally with portfolio management, engineering, legal, investors, and external partners to ensure reliable settlement, controls, and regulatory readiness.
Responsibilities/Deliverables:
Defined end-to-end operational responsibilities, workflows, user journeys, and asset flows.
Led KYC/KYB processes and client 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; managed accounting and payroll.
Evaluated and selected financial services providers and vendors, and led integrations.
Served as primary liaison with vendors, banks, accounting, counsel, and funding partners.
Freelance Consultant – New York, NY
May 2024–Jul 2025
Product & Operations Advisor
Advised early-stage fintech clients on product requirements, operational workflows, and platform design across short-term engagements.
Lionsoul Global Inc. – London, UK (remote)
Dec 2023–Apr 2024
Head of Operations
Led operations for a startup digital assets investment platform serving HNW clients.
Responsibilities/Deliverables:
Worked closely with product managers, business analysts, engineers, and McKinsey consulting team on operations requirements, platform design, and user journeys.
Defined platform workflows, entity relationships, account hierarchies, and fund flows and controls.
Managed iOS app releases to the App Store.
Evaluated service providers for banking, custody, compliance, execution, legal, security, and insurance.
Defined entity relationships, account hierarchies, SMA and SPC investment and redemption, asset conversion, and fee management.
Participated in talent recruitment at all levels, from president to analyst roles.
Circle Internet Financial, LLC – New York, NY
Oct 2022–Jan 2024
Institutional Market Operations Senior Director
Led prime brokerage and OTC FX daily operations, including on-boarding, middle office, and client service.
Responsibilities/Deliverables:
Defined business requirements for the institutional lending business, including jurisdictional and regulatory compliance, business plan, policies and procedures, staffing, and software specifications.
Designed, launched, and managed the OTC FX business, from new client onboarding, pricing mechanics, confirmation workflows, onchain settlement, and reporting.
Collaborated with legal to create and license a state-regulated qualified custodian.
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, including KYC/AML, loan origination, asset transfers, and daily settlement with liquidity providers and clients.
Designed and built an automated Google Sheets-based lending platform used to manage a $1b+ loan book.
Developed service and product requirements and use cases; populated JIRA backlog.
Managed loan servicing in partnership with BitGo Trust, its regulated custodian.
Managed six-person global client service team responsible for new client onboard.
Bank of America, Equity Services Technology – New York, NY