Experience:
- 20+ years of experience in global derivatives industry, including 12 years with ABN AMRO Clearing Chicago as COO, CFO and other senior leadership roles
- Former OCC board member on the Audit Committee
- Actively involved in many industry working groups over the years including FINRA and FIA
Education:
- Master’s degree in accounting from DePaul University’s Kellstadt Graduate School of Business
- Bachelor’s degree in biomedical engineering from Marquette University
Quick Facts:
- Has held Series 3, 7, 24, 27 and 63 registrations
- Registered CPA
- Is an avid golfer
Quote
“My OCC colleagues have been great as I’ve transitioned into this new role. One of my main priorities when joining the company was to come in and listen to people to understand what is working well, where the focus should be and what the opportunities are for the future. It has allowed me to learn about the organization quickly, identify key items and understand the structure of the firm. We have a remarkable team here at OCC, and I am excited at what the future holds for us all.”