I’ve spent more than twenty years at the intersection of fixed income markets and the technology that powers them — building Electronic Trading systems, leading Head of Sales roles, running Head of Trading desks, and founding a technology company along the way. This page exists as a canonical reference for who I am and what I do.
Bloomberg LP (2000–2010): Learning Electronic Trading at Scale
My career began at Bloomberg LP, where I joined as a fixed income specialist and grew into Electronic Trading leadership. Over a decade I helped broker-dealers adopt Bloomberg TOMS — the order management system that was transforming how fixed income desks operated. I built a book of business that included City National Bank, BIG, and Thomas Weisel Partners, generating $10M+ in recurring revenue and hitting 150%+ of territory quota.
What I learned during those years went deeper than sales metrics. I came to understand FIX protocol at a technical level — the messaging layer that connects OMS platforms to execution venues — and I began to see how technology choices made on a trading desk either compounded or constrained a firm’s competitive position. That insight has shaped everything I’ve done since.
Dallas VP Years (2010–2014): Head of Electronic Trading and Head of Sales
After Bloomberg I moved into broker-dealer leadership, serving as Head of Electronic Trading and Head of Sales for the fixed income desks at Southwest Securities, Tejas Securities, and Esposito. These were smaller shops than Bloomberg but more operationally complex — I was responsible for live trading coverage across investment grade, high yield, and emerging markets, deploying auto-execution workflows and Bloomberg ETOMS to handle order flow efficiently.
As Head of Trading I managed institutional relationships and drove the shift from voice-only execution to hybrid electronic models. That transition — getting traders and portfolio managers to trust algorithmic execution — required both technical credibility and market knowledge. I had both, and we used them to build desks that punched above their weight.
London / Algomi Ltd (2014–2019): Electronic Trading in European Credit
Algomi built Honeycomb and ALFA — platforms designed to bring transparency and intelligence to the European corporate bond market. I joined as an Electronic Trading sales lead, covering tier-1 EU banks and asset managers. The work involved building bespoke algorithmic integrations between Algomi’s platform and clients’ existing OMS/EMS stacks, and helping voice-driven desks understand what digital workflows could do for them.
Working in London gave me a European credit perspective I wouldn’t have gotten otherwise. The regulatory environment, the liquidity structure, and the client expectations were all different from the US. I came back with a sharper sense of how the global electronic trading ecosystem fits together.
CatFIX Technology (2019–2021): Founding a FIX Protocol Consulting Firm
I founded CatFIX Technology as CEO & Founder to address a gap I kept seeing: regional banks and smaller broker-dealers that needed FIX protocol expertise but couldn’t justify a full-time team. CatFIX provided integration services, connectivity consulting, and technical advisory — helping clients connect to electronic trading networks and modernize their order flow infrastructure.
Running a company is a different kind of education. I became fluent in the operational details of building and delivering technology services, not just selling them. It reinforced my belief that domain expertise and engineering capability are most powerful when they’re combined in the same person.
Katana Labs (2021–Present): ML Platform for Fixed Income
Katana Labs acquired a machine learning platform that processes $50B+ in daily bond volume. I lead its operation and development. We’ve achieved 91% accuracy on bond pricing predictions and cut infrastructure cost by 80% through GCP optimization and Apache Beam pipelines. The platform uses Python, Go, and React across a Kubernetes-orchestrated stack on Google Cloud.
More recently I’ve been designing agentic AI workflows — autonomous agent systems that execute complex capital markets tasks without human-in-the-loop intervention at every step. The combination of deep domain knowledge and modern engineering is the core of what Katana does.
Technical Evolution: Domain Expert to Domain Developer
I hold a B.A. from Texas Christian University (1998) and have completed Full Stack Development and Cloud Architecture certificates at UT Austin McCombs School of Business. I hold FINRA Series 7 and Series 63 licenses.
My engineering toolkit: Python, Go, JavaScript/TypeScript, React, Node.js, FastAPI, GCP, AWS, Docker, Kubernetes, Terraform, Apache Beam, BigQuery, Kafka, PostgreSQL, and GraphQL. I work in these tools every day — not as a footnote to my “business background” but as the primary medium of my work.
What I’m Seeking
I’m looking for an Executive Vice President, Head of Electronic Trading, Head of Trading, or Head of Sales role at a firm where fixed income electronic markets and technology are core to the business — not a side initiative. I bring twenty years of market context, a live engineering practice, and a track record of building things that generate real revenue.
If that sounds relevant to what you’re building, I’d like to talk.