Relationship Manager
Owned a $1.5B book across ~2,000 premium retail clients — advanced trading, derivatives, nano Bitcoin futures, and perpetual contracts with 10x leverage. Co-led a 5-person CX AI Tooling team building internal agents with Claude (Opus), LibreChat, Salesforce MCP, Glean, and n8n. Delivered the ARC dashboard: live-call transcription and AI-powered case analysis, integrated directly into the Salesforce workflow.
DERIVATIVES
PERP FUTURES
AI TOOLING
CLAUDE OPUS
SALESFORCE MCP
N8N