DirectBooks has assembled a
best-in-class team from the Fintech sector with a common goal of optimizing global financing markets.
I am a versatile global executive and board member, with expertise in strategy, execution discipline, and complex stakeholder management. I have a passion for growth stories that change their industries.
After beginning my career as an engineer at HP, I worked at top companies across different industries. With backing from CS and Palantir Technologies, I co-founded Signac, a company specializing in algorithmic fraud detection. Three start-ups in, I remain passionate about Fintech, building new solutions that continue to transform financial services.
Global Head of Platform Engagement
I started my career in wireless technology and moved into software development ahead of joining the financial sector. I have spent time in a few exchanges and start-ups before joining the DirectBooks team to grow the user community of underwriters and investors.
Head of Legal & Business Affairs
This is my fourth in-house counsel role and third in the General Counsel position at a start-up. Graduating from Columbia Law School in 2004, I began my career in New York City at the law firm Willkie Farr & Gallagher LLP.
Head of Finance & Corporate Development
I’ve worked exclusively in Fintech and financial services in roles spanning product, business development, strategy, and finance. I began my career at the start-up Benchmark Solutions, before moving to JPMorgan, inter-dealer broker GFI, and most recently the start-up DrumG Technologies where I was the Head of Finance & Corporate Development.
Head of Technology and Information Security
I am a technology leader with 20+ years of Fintech experience in planning, designing, and implementing strategies and systems for efficient, scalable, and risk-free operations. Throughout my career, I have launched and transformed enterprise software platforms, and I have built and managed engineering teams from early-stage start-ups to 200-person organizations.
Global Head of Operations
I have 20 years of fixed income experience from previous roles leading portfolio risk management at investment management firms and providing structured credit solutions at investment banks. I have also led product development and digital transformations initiatives at those same firms, including the risk and valuation platform build for $40 billion in distressed credit at UBS.
Head of Europe
I have 20+ years of Debt Capital Markets experience at global banking and financial technology organizations, with roles in London, Tokyo and Hong Kong. Having started by career on the Syndicate desk, I gradually developed a passion for modern technology in finance.
Head of Product Development
I have more than 17 years of experience in Investment Banking and Fixed Income Technology supporting Capital Markets, Secondary Trading, and Primary Issuance businesses. Prior to joining DirectBooks in April 2020, I worked in Syndicate Strategy for J.P. Morgan’s Digital Investment Bank.
Head of Platform
Engagement - Americas
Prior to joining DirectBooks, I was a VP at Bank of America on the Capital Markets Technology team supporting Americas & EMEA Debt Capital Markets desks. I spent my tenure at BofA as the lead product owner & business liaison for the original consortium-lead Project MARS initiative.
Global Head of Client Experience
I’ve built a career at the intersection of Fintech and capital markets. I started out of college on the High-Grade Capital Markets team at J.P. Morgan focusing on Yankees, REITs, and Liability Management. After moving to Cantor Fitzgerald to build out their Liability Management franchise, I pivoted to the tech world joining Yext on their enterprise sales team before its IPO.
Head of Infrastructure RIsk, Vendor Risk Management & IT
I have a 17-year career establishing, transforming, and strengthening the effectiveness of teams, models, and technologies to meet the needs of evolving organizations.
Global Head of Client Services
I bring 20+ years of experience in financial services with various roles within Capital Markets, Brokerage, Exchange and Fintech. I started my career at Datek Online, a retail online brokerage firm that was acquired by TD Ameritrade.
European Platform Engagement
I am a results-driven and self-motivated financial services professional with more than a decade of industry experience, and extensive knowledge of the capital markets ecosystem from front to back.
Head of European Operations
My career in financial services began on the Debt Syndicate desk at Goldman Sachs in London where I was part of the team responsible for the execution of their underwriting business.
Centralized hub for communication
“As an industry-led platform, DirectBooks will offer a centralized hub for communication around primary market transactions and greatly improve the efficiency of the new issue process.”
- Bank of America