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Click here or scroll down to respond to this candidateCandidate's Name
Street Address Tisdale Road
Scarsdale, New York Street Address
PHONE NUMBER AVAILABLE &#Street Address ; EMAIL AVAILABLE
Experience: Poten Energy Services, LLC 10/09 to 3/13
President and Managing Member, Introducing Brokerage Firm, Registered, Series 3
Created and managed a 3 million dollar, NFA registered independent IB, OTC energy brokerage group. The team transacted as agency brokers for the global trading community, clearing both the Clearport and ICE platforms. Involved with special projects for the parent company Poten & Partners, Inc, including a global commodity and ship tracking platform, as well as a Tianjin China based, NYMEX like, Energy Exchange.
Crimson Enterprise Management LLC 6/08 to 1/10
COO and Co-Founder
Partnered with a principal from Arcadia Petroleum Ltd., a UK-based oil trading company, to create a hedge fund which was to trade petroleum commodity futures contracts on the CME/NYMEX and the ICE exchanges.
Glass Futures Corp. 1/01 to 1/10
President and Founder, Introducing Brokerage Firm; Registered, Series 3
Manage all facets of independent IB clearing institutional futures business; advise clients in all aspects of petroleum hedging. Consultant to petroleum trading firm and member of active trading team specializing in seasonal petroleum product strategies.
Spectra Financial Group, Ltd. f/k/a Managed Risk Trading, LLC 8/98 to 1/04
Trader; Registered, Series 7
Profit center traded ADR arbitrage, index arbitrage and rebalancing. Actively traded dollar neutral equity portfolios using a proprietary mean reversion statistical arbitrage strategy. Developed program trading algorithms for pair trading, VWAP and basket trading using Flextrade and Portware trading platforms.
Spear Leeds & Kellogg 2/97 to 12/01
Energy Analyst/Account Executive; Registered, Series 3 and 7
Advised and serviced clients in all aspects of risk management in domestic and international energy futures and currency markets using proprietary trading system; advised NYSE and AMEX specialists regarding market timing and technical analysis of petroleum equities.
Daiwa Securities America Inc. 10/95-1/97
Energy and Foreign Exchange Analyst/Account Executive; Registered, Series 3
Advised and serviced clients in all aspects of risk management in domestic and international energy futures and currency markets; wrote daily petroleum market newsletter; developed proprietary technical trading system. Commodity clearing division was dissolved in 1/97.
Citicorp Futures Corp. 12/93-9/95
Energy Analyst/Account Executive; Registered, Series 3
Advised and serviced clients in all aspects of risk management in domestic and international energy futures markets. Commodity clearing division was dissolved in 9/95.
Candidate's Name
Page 2
Continental Ozark Trading Corp. 11/90-11/93
Energy Trader/Account Executive/CTA; Registered, Series 3
Traded energy futures and physical refined products for trading division of Arkansas oil company; advised and serviced clients of its Introducing Broker; also traded for private clients.
New York Mercantile Exchange 2/87-10/90
Floor Broker/Energy Analyst/Phone Clerk, ENERGEX (11/87-5/90)
Specialized in inter-market and intra-market spreads and New York/London arbitrage; managed unleaded gasoline and heating oil/crack spread booths.
Phone Clerk/Screen Clerk, Star Futures, Inc., (2/87-11/87)
General Innovation Corp. 8/83-2/87
Associated Person, Principal of CTA, Compliance Director
Public
Speaking: Experienced public speaker and panelist, presented at industry conferences, including the 2nd
Annual Global Derivatives, Commodities, Energy, Freight Capital Link Forum and Bloomberg
News events.
Education: McGill University, Montreal, Quebec
Graduate Study in Business Admin, 1983; B.A., Economics, 1982
Concentration in Econometrics
Co-Captain, McGill Rugby Football Club; Founding Father, SAM Fraternity
New York University
Leonard N. Stern School of Business, Certificate in Accounting, 1994
Community: RECPLUS Travel Soccer League, Founder of open enrollment travel soccer league
Westchester Youth Soccer League, Director 2013-Present
Scarsdale Youth Soccer Club, Vice President 2006-Present
Berkley-In-Scarsdale Neighborhood Association, President, 2002-2009
Scarsdale Neighborhood Association Presidents, Chair 2005-07
United Way of Scarsdale/Edgemont, Board Member 2003-2009
Interests: Wine, Healthy Cooking, Acoustic Guitar, Weight Lifting, Soccer
REFERENCES AVAILABLE UPON REQUEST
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