Jan 2022 – Feb 2025 · 3 yrs 1 mo · Zug, Switzerland · Hybrid

• Bootstrapped a crypto options trading firm, raising $45M+ from family offices, banks, fund of funds, and hedge funds.
• Managed relationships with institutional clients and HNWIs, traveling globally to secure investments and expand the client base.
• Ensured compliance with Luxembourg’s CSSF regulatory environment in all sales activities, maintaining operational integrity.
• Represented the company at major industry events and conferences, enhancing brand visibility and client engagement.
• Integrated with MNNC Group in March 2025

Oct 2021 – Oct 2023 · 2 yrs · Zug, Switzerland · Hybrid

• Built an 8-member team to develop white-label investments & investment platforms on and off-chain.
• Sun Labs incubated the flagship Van Markl options trading strategies in-house until a sufficient track record was built for external capital raising.

Jun 2019 – Feb 2020 · 8 mos · Greater New York City Area · On-site

• Responsible for the creation of trade analysis on BTC & various assets for Goldlight members
• Produced content for the Tradecipher Community, a free group for crypto traders to share resources and trading signals
• Create and lead Bitcoin Bootcamp, a month long course for novice and amateur traders
• Assist content marketing in the creation of weekly non-member content

Jul 2018 – Sep 2018 · 2 mos · Greater San Diego Area · On-site

• Raised investment capital from professional athletes and high-net-worth individuals to trade within the digital asset sector
• Worked on the BLOCK 30 Index White Paper in preparation of BLOCK 30 Labs launch of financial products
• Established a framework for digital asset valuation utilizing both fundamental and technical variables

Mar 2016 – Oct 2017 · 1 yr 7 mos · Greater New York City Area · On-site

• Generated venture capital from ultra-high net worth individuals for early-stage private companies in the biotechnology sector
• FINRA Series 7 and 63

Jun 2015 – Aug 2015 · 2 mos · Woodbury, NY · On-site

• Managed the integration and synchronization of Salesforce’s Database system across all user platforms to enhance the depth of new and current customer profiles
• Utilized Hearsay and E-Relations software to increase social media interaction across various mediums such as LinkedIn

Jun 2015 – Aug 2015 · 2 mos · Woodbury, NY · On-site

• Training in skills including efficient sales techniques, formal and informal elevator pitches, the fundamentals of AXA’s products, and the basics of life insurance policies
• Enhanced the usability of Advisors LinkedIn profiles to improve client relations and enhance prospecting of new clients

Jan 2014 – Jan 2021 · 7 yrs · Greater New York City Area

• OTC (2014) > Options (2015) > Crypto (2017)
• Developed PurdyAlerts.com and "Purdy's Two Cents" to provide daily technical and fundamental insight on the digital asset and equity markets to a network of over 9,500 subscribers
• Placed #1 in average percentage trade gain the past 30 days during April 2018 Profit.ly trading competition against 153,000 users (99% average ROI via naked equity options)
• Placed #5 out of 4,800 competitors on WeBull Global's 8th week-long stock trading competition in March 2020 (22.06% vs SPY 3.44%)
• Often quoted in the CoinDesk 'Market Wrap' feature
• Building PineScript algorithms for Bitcoin & Ethereum

Mar 2013 – Jun 2013 · 3 mos · Commack, NY · On-site

• Learned the fundamentals of investment banking, underwriting, wealth and asset management
• Designed, implemented, and monitored customized financial plans using a broad range of asset classes to support the success of the client’s wealth management plan and decrease volatility
• Evaluated corporations based on fundamental analysis of financial statements and macroeconomic factors