Experience:

  • 20 years experience; joined Three Zero Three Capital Partners in 2014.
  • Managing Partner & Co-Founder of Index Financial Partners, LLC.
  • Regional Head of Private Bank Sales & Trading (FICC) and Head of Trading & Structuring (SCSI) at Standard Chartered Bank.
  • Global Head of Alternative Investments, Global Head of Structured Products & Funds, and Regional Head of Structured Products (Asia) at ABN AMRO Bank.
  • Began at the CME with Merrill Lynch Capital Markets in 1994.
  • Worked internationally in London, Dubai, and Singapore.

Education:

  • Bachelor of Science in Business (Finance) from Miami University.