CapMarkets IQ LLC is a boutique Fintech consulting firm focused on driving best practices in Business Development, Sales, Product Innovation, Go-To-Market Strategy, Vendor Selection, Compliance, and Best Execution.
Prior roles that inform my practice include:
Head of Equities at ION Markets and General Manager of Fidessa
SVP and Head of Fidelity Trading Ventures
CEO Luminex Trading & Analytics
SVP and Head of Equities at Fidelity Capital Markets
SMD - Head of Global Equity Research Sales Americas - ABN Amro
Head of Global Emerging Markets Sales trading at Morgan Stanley
The one constant in our industry is change. The ability to embrace and harness change is critical to the success of any business. Whether you're just starting out or looking to restructure we can help. Our mission is to create relationships, not transactions. Our promise is that we'll be there, as questions or issues arise, every step of the way.
We have broad experience in the capital markets industry and the technology that underpins it, with specific expertise in Equities, Securities Lending, Sales, Sales Trading, Electronic Trading, Alternative Trading Systems, Outsourced Trading, Commission Management, Transition Management, OMS/EMS vendor selection, Compliance, and Best Execution. Our goal is to provide clear, objective, and actionable advice.