CRYPTO ADVISORY

Over the past two years, I played a pivotal role in transforming Uphold’s Institutional business from a simple newsletter into a fully operational OTC desk. This transformation encompassed a broad range of initiatives, beginning with the creation of a compelling value proposition that resonated with institutional clients and differentiated Uphold in a competitive market. I focused on developing a strong, cohesive brand and refining the business’s market positioning to align with industry needs and growth opportunities. A critical part of this transformation involved designing and executing a comprehensive product roadmap. Working closely with internal teams, I ensured the alignment of product features with client needs, while also engaging external partners to drive innovation. Notable achievements include the seamless integrations with Talos and Hidden Road, which enhanced functionality, streamlined operations, and improved client experience. In parallel, I built and scaled a robust sales funnel targeting a diverse range of institutional clients, including Hedge Funds, Asset Managers, ETP Providers, Family Offices, and High-Net-Worth Individuals (HNWIs). This involved implementing strategic outreach, building trust within the ecosystem, and customizing solutions to meet client needs. By the time of my departure, the institutional business had successfully onboarded and activated 60 clients, laying the foundation for sustained growth and increased market share.

Over the past four years in the Digital Asset Ecosystem, I have consistently grown and leveraged a vast network of industry connections. My tenure as Global Head of Sales at Uphold, combined with 17 years of experience in Investment Banking, has enabled me to cultivate strong, trusted relationships with a wide range of stakeholders, including capital allocators, institutional investors, and service providers. These relationships have proven invaluable for connecting digital asset managers with key resources, strategic partners, and growth opportunities. By bridging the gap between traditional finance and the digital asset space, I have effectively positioned myself as a trusted advisor and connector, helping managers navigate the complexities of fundraising, investor relations, and scaling their operations. This unique combination of deep institutional expertise and an expansive, cross-industry network positions me to deliver significant value to digital asset managers seeking to access capital, build credibility, and achieve long-term success.

The objective is to help teams unlock the full potential of their treasuries by designing and implementing optimized treasury management strategies. This involves identifying key pain points, crafting tailored solutions, and driving strategic partnerships to ensure the long-term financial sustainability of the protocol. My approach includes developing frameworks for capital allocation, liquidity management, and risk mitigation, aligning these strategies with the protocol's overarching goals. . Additionally, I will identify and onboard third-party service providers, such as custodians and liquidity partners, to enhance operational efficiency and safeguard assets. On the business development front, I will facilitate partnerships and integrations with DeFi protocols, institutional market makers, and custodians to improve yield generation, liquidity access, and capital efficiency. By leveraging my extensive network and deep understanding of the digital asset ecosystem, I will deliver value-added solutions that not only optimized treasury performance but also enhanced the protocol’s positioning and attractiveness to stakeholders, including investors, token holders, and ecosystem participants.