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Summary

Driving change and leading strategy through research, innovation, and leadership.

Professional Experience

Vice President | Convergex | Chicago, IL | December 2015-Present

  • Project management. Process Improvement. Best Practices.
  • Multiple product lines. Special projects.

Director of Business Operations | Associated Options, Inc. | Chicago, IL | 2010-December 2015

  • Developed innovative solutions to complex business problems.  
  • Developed first data collection, retention, and analysis policies and procedures
  • Initiated and performed research projects using business data to improve strategic decisions
  • Increased efficiency without sacrificing customized customer service
  • Spearheaded the integration of technology in all aspects of business operations
  • Reduced costs while maintaining or increasing quality
  • Oversaw all non-trading aspects of firm operations including business processes, information technology and security, clearing and billing, accounts receivable, accounts payable, corporate events, and facilities.

Independent Consultant | Chicago, IL | 2014-Present

Market Maker | G-Bar Limited Partnership | Chicago, IL | 2006-2010

  • Provided market liquidity by disseminating continuous two sided quotes (bids and offers) and maintained a fair and orderly market in over 100 equity option classes
  • Facilitated accounts receivable
  • Firm representative at Exchange wide technology advisory committee
  • Member of committee that directed the development proprietary business application system

Education

Master of Business Administration (MBA) | Executive Program
University of Illinois Urbana-Champaign College of Business
Expected completion: April 2017

Bachelor of Arts, Liberal Arts-Business Management Focus
DePaul University

  • Completed degree while employed full time
  • 4.0/4.0 Cumulative GPA
  • 3x Award winner for excellence in writing
  • Phi Kappa Phi Honor Society Member

Associate of Applied Science, Recreation Management-Risk Management Focus
Moraine Valley Community College

  • Special Olympics Volunteer

Additional Coursework:

Competitive Strategy

  • Sponsoring University/Platform: Ludwig-Maximilians-Universität München/Coursera
  • Instructor:  Dr. Tobias Kretschmer- Institute for Strategy, Technology, and Organization
  • Overview:  Competitive Strategy teaches the basic concept of game theory as a toolbox with which strategic decisions are analyzed.  

Advanced Competitive Strategy

  • Sponsoring University/Platform: Ludwig-Maximilians-Universität München/Coursera
  • Instructor:  Dr. Tobias Kretschmer, Institute for Strategy, Technology, and Organization
  • Overview: This course examines how companies can build up and maintain their customer base by increasing switching costs and facilitating strategic customer lock-ins.  Teaches how a firm can increase profits by pursuing suitable price discrimination and product differentiation, how network effects can be used to a company's advantage.  Analyses the workings of mergers and acquisitions.

 Corporate Finance Essentials

  • Sponsoring University/Platform: IESE Business School/Coursera
  • Instructor: Dr. Javier Estrada - Professor of Finance
  • Overview: Corporate Finance Essentials teaches students to understand key financial issues related to companies, investors, and the interaction between them in the capital markets including risk and return, correlation and diversification, CAPM and the cost of capital, project evaluation, and corporate value creation. 

Developing Innovative Ideas for New Companies

  • Sponsoring University/Platform: University of Maryland, College Park/Coursera
  • Instructor: Dr. James V. Green, Director of Entrepreneurship Education
  • Overview:  Explores how to identify and develop great ideas into great companies. Teaches how to identify opportunities based on real customer needs.

Foundations of Business Strategy

  • Sponsoring University/Platform: Univ. of Virginia Darden School of Business/Coursera
  • Instructor: Dr. Michael J. Lennox - Samuel L. Slover Professor of Business, Associated Dean and Executive Director of Darden's Batten Institute for Entrepreneurship 
  • Overview:  This course explores the underlying theory and frameworks that provide the foundations of a successful business strategy.

Innovation for Entrepreneurs: From Idea to Marketplace

  • Sponsoring University/Platform: University of Maryland, College Park/Coursera
  • Instructor: Dr. Thomas J. Mierzwa, Maryland Technology Enterprise Institute
  • Overview: Develops insights on navigating the innovation process from idea generation to commercialization. Builds knowledge on how to create strategies to bring innovations to market

Introduction to Marketing

  • Sponsoring University/Platform: University of Pennsylvania Wharton School of Business/Coursera
  • Instructors:
    Dr. David Bell - Xinmei Zhang and Yongge Dai Professor of Marketing 
    Dr. Peter Fader - Professor of Marketing and Co-Director of Wharton Customer Analytics Initiative 
    Dr. Barbara E. Kahn - Professor of Marketing and Director or Jay H. Barker Retailing Center
  • Overview: Part of the Wharton MBA foundation series, this MBA core course focuses on building customer loyalty from branding, to customer centricity, to market entry strategies.

Introduction to Operations Management

  • Sponsoring University/Platform: University of Pennsylvania Wharton School of Business/Coursera
  • Instructor: Dr. Christian Terwiesch - Andrew M. Heller Professor at the Wharton School, Senior Fellow Leonard Davis Institute for Health Economics, Co-Author "Matching Supply and Demand"
  • Overview: Part of the Wharton MBA foundation series, this MBA core course focuses on analyzing and improving business processes across a range of manufacturing and service applications.

Leading Strategic Innovation in Organizations

  • Sponsoring University/Platform: Vanderbilt University/Coursera
  • Instructor: Dr. David A. Owens - Professor, Practice Management and Innovation
  • Overview: This graduate business course helps participants improve their ability to manage innovation in organizations by diagnosing innovation constraints and developing strategies for overcoming the constraints.

Management for a Competitive Edge

  • Sponsoring University/Platform: International College of Management - Sydney/Open2Study
  • Instructor: Professor Haldor Aamot
  • Overview: This course taught the strategies of successful managers including leadership, teamwork, and communications.

New Models of Business in Society

  • Sponsoring University/Platform: University of Virginia Darden School of Business/Coursera
  • Instructor: Dr. R. Edward Freeman - Elis and Signe Olsson Professor of Business Administration
  • Overview: This course explains and analyzes the new emerging narratives of business and its larger impact on society. It develops participant's ability to think broadly and critically about business, and their ability to create business ideas that are profitable and make the world better.

New Venture Finance: Startup Funding for Entrepreneurs

  • Sponsoring University/Platform: University of Maryland, College Park/Coursera
  • Instructor: Michael R. Pratt
  • Overview: This course examines the many financing options available to get a new venture funded. Teaches the basics of finance, valuations, dilution and non-dilutive funding sources. Instills an understanding of capital structure for new ventures, term sheets and how to negotiate them, and the differences between early-stage versus later-stage financing. Develops an understanding of how to develop winning investor pitches, who and when to pitch, how to avoid common mistakes that limit the effectiveness of the pitch, and how to ‘get to the close’.

Operations Management

  • Sponsoring University/Platform: Northwestern University Kellogg School of Business/Udemy 
  • Instructor: Dr. Gad Allon
  • Overview: This course provides a general introduction to operations management. This course aims to (1) familiarize participants with the major operational problems and issues that confront managers, and (2) provide participants with language, concepts, insights and tools to deal with these issues in order to gain competitive advantage through operations.

Project Management

  • Sponsoring University/Platform: Higher Colleges of Technology - Dubai/Coursesites 
  • Instructor: Dr. Tamilselvan Mahalingam
  • Overview: The course design is based on the Project Management Body of Knowledge Guide – Fifth Edition, published by the Project Management Institute, USA which is considered as the industry standard for project management.

Scaling Operations: Linking Strategy and Execution

  • Sponsoring University/Platform: Northwestern University/Coursera 
  • Instructors:
    Dr. Gad Allon -   Professor of managerial economics, decision science, and operations management at the Kellogg School of Management at Northwestern University 
    Dr. Jan A. Van Mieghen - Harold L. Stuart Distinguished Professor of Managerial Economics and Professor of Operations Management at the Kellogg School of Management at Northwestern University  
  • Overview: A five-week course dedicated to making strategic decisions that are grounded in operational reality. Examines how to build and evaluate the “operating system” of the firm to maximize value including tailoring the firm’s operational competencies, assets, and processes to a specific business strategy.

Successful Negotiation: Essential Strategies

  • Sponsoring University/Platform: University of Michigan Ross School of Business/Coursera
  • Instructor: Dr. George Siedel - Williamson Family Professor of Business Administration and Thurnau Professor of Business Law
  • Overview: This comprehensive course covers the negotiation strategies and skills that are necessary for business success.  

The Global Business of Sports

  • Sponsoring University/Platform: University of Pennsylvania Wharton School of Business/Coursera
  • Instructor: Dr. Kenneth L. Shropshire - David W. Hauck Professor at the Wharton School, Director of Wharton Sports Business Initiative, former Chairman of Wharton Legal Studies and Business Ethics Department
  • Overview: This course analyzes the business side of sports, discusses the intricacies of global sports leagues as well as various countries' sports strategies.

Certifications

Series 7 Registered Representative
Financial Industry Regulatory Authority

Series 56 Proprietary Trading Examination
Financial Industry Regulatory Authority

Project Management
Higher Colleges of Technology Dubai

Chicago Board Options Exchange Membership
Chicago Board Options Exchange

Volunteer Experience

Annual ABC 7 Jim Gibbons 5K Committee Member | Leukemia Research Foundation | November 2013 - Present
Help identify sponsor prospects and corporate teams, assist with marketing and PR, plan related events, volunteer for the day-of event logistics management.

Chicago Marathon Volunteer | Chicago Event Management | 2013
Responsible for preparing and securing start corrals, controlling pre-race start crowds, and assisting with corral control and movement during the race start. Assist with transition of corral area from pre-race to finish line operations.

Intro to Operations Management Community TA | University of Pennsylvania Wharton School of Business & Coursera | 2013 – Present
Community Teaching Assistants are student volunteers who have done exceptionally well in one iteration of a course and are then invited back by Coursera to help out the next time the course is taught. Community TAs help to monitor the course forums, and can answer specific questions about the course topics as well as general questions about the Coursera platform.

Lifeguard Instructor - ARCGC Aquatic School | American Red Cross | December 2005

MATP Games Volunteer | Special Olympics Illinois | 2004 – 2006
The Special Olympics Motor Activity Training Program is designed for athletes with severe or profound intellectual disability who are unable to participate in Official Special Olympics sport competitions because of their skill and/or functional abilities. The Motor Activity Training Program is designed to prepare athletes with severe or profound intellectual disability, including athletes with significant physical disabilities, for sport-specific activities appropriate for their abilities

Membership Committee Member | Chicago Board Options Exchange | 2008 - 2012
Committee responsible for determining individuals’ statutory eligibility for initial or continued Exchange membership and/or association with Exchange member firms based on information gathered from application disclosures, testimony from interested parties, in-depth background investigations, and fingerprint analysis provided by the FBI.

Shamrock Shuffle Key Volunteer | Chicago Event Management | February 2014 – Present
Key Volunteers are individuals that help fulfill leadership and management roles on event weekend.

Small Business Advisory Board Member | CDW | April 2014

Additional Information and Accomplishments

Chicago Marathon Finisher - 2009

Chicago Triathlon Finisher -  2007, 2008, 2009, 2010, 2012

Proud member of: