Domain developer bridging fixed income markets and agentic AI.
Over 20 years of global experience in the fixed income sector, working with industry leaders across London, New York, San Francisco, and Dallas. Deep expertise in U.S. and European fixed income markets, paired with a passion for advancing the digitization and electrification of bond markets through technology.
My career in financial technology began at Bloomberg LP, focused on implementing and selling the Trade Order Management System (TOMS) to regional broker-dealers and banks. That role established my foundation in how technology optimizes trading operations and enhances market efficiency.
In 2010 I transitioned to Vice President roles at Dallas-based broker-dealers — Southwest Securities, Tejas Securities, and Esposito Securities — overseeing electronic trading systems and fixed income desks. I developed innovative trading strategies, enhanced platform capabilities, and delivered significant revenue growth while deepening my knowledge of algorithmic and platform-based trading. This period also expanded my exposure to FIX protocol connectivity and electronic execution across fixed income markets.
As European Client Relationship Manager at Algomi Ltd in London, I designed and implemented tailored trading solutions, including the deployment of ALFA — a liquidity aggregation tool — to tier-1 asset managers. The role showcased my ability to align advanced technology with client needs in highly competitive markets.
In 2019 I founded CatFIX Technology, Inc., a cloud-native FIX protocol engine aimed at modernizing fixed income trading for regional banks. The venture reflected my dedication to leveraging financial technology to address evolving market demands and improve operational workflows.
From 2020 to 2021, as Sales and Business Development Advisor for Katana Labs, I helped launch a machine learning platform that analyzed over 200 million bond pairs to identify relative value opportunities with 91% accuracy.
Originally spun out of ING in 2019 (valued at £1.5M by Duff & Phelps and peaking at £5M pre-money in 2021), Katana became my mission. I built its go-to-market strategy, secured Google Cloud Partner Advantage status, and drove integration onto Bloomberg Terminal — a platform reaching over 325,000 users.
I led digital marketing, built strategic partnerships, and produced trade idea content on LinkedIn and X. My belief in the platform deepened to the point that I personally invested in the April 2021 EIS round.
When liquidation loomed, I submitted an initial £9,000 bid through Hilco Appraisal — not expecting any response. After negotiations, I secured the IP for £25,000.
The first Google Cloud invoice nearly matched my acquisition bid. That moment marked a turning point — I paused other commitments and dedicated myself to mastering cloud management to preserve Katana's potential.
Owning Katana's codebase immersed me in data engineering, machine learning, and cloud infrastructure. I went deep on Apache Beam, Google Cloud, and Terraform — building scalable pipelines and reducing cloud costs by 80%+. A year of intensive GCP work transformed an initial financial challenge into a technical strength.
The acquisition of Katana's codebase led naturally into agentic AI. I now design autonomous agent workflows for complex task execution, integrate LLMs into production systems, and build prompt engineering pipelines. My focus has shifted from using AI tools to orchestrating them — building practical solutions that combine domain expertise with modern AI capabilities.
I hold professional certificates from The University of Texas at Austin's McCombs School of Business in Cloud Computing (2023) and Full Stack Development (2024), with Decision Science currently in progress. I am FINRA Series 7 and 63 licensed and Google Cloud Platform certified. I hold a Bachelor's degree from Texas Christian University (1998).