I am a Chief Operating Officer at Invst and a Founder at Super Amplify, with over 25 years of experience in the financial industry. I have a Series 65 license, an AIF® & CIMA® designation, a Certification in Data Science from Johns Hopkins University, and a Lean Six Sigma Black Belt. I am also a keynote speaker, a mathematician, and a former member of CBOE and CME.
At Invst, I oversee the day-to-day business operations of the firm, which includes human resources, compliance, technology, investment operations, insurance operations, financial management, and vendor management. I work closely with the leadership team, advisors, clients, and team members to create and execute the business plan, and to support the firm's mission of helping people live the life they want by making money work for them. I am passionate about cutting-edge technology and how it can help our team members and clients.
At Super Amplify, I help bridge the gap between AI, data, and IP with customized technology for clients. I help companies leverage AI and transform. I have an AI platform that I have developed. I enable users to build collections of their files and ask questions to their data, using artificial intelligence and data science. I work with financial advisors, institutions, banks, and other financial organizations that want to improve performance for their clients and create efficiency. I have a diverse background in portfolio management, financial technology systems, artificial intelligence, financial risk assessment, and compliance. I started my career on the floor as a clerk and then a trader at the CBOE and CME, and then founded Intelligent Market Trading Company, one of the most successful firms in the pit and one of the first to trade derivatives electronically.