Rosheni

Transforming finance through technology and analytics.

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Projects

Innovative fintech solutions.

A visual representation of fintech innovations.

AI Platform

Transforming analytics with AI.

Compliance

Enhancing regulatory adherence.

Efficiency

Streamlining financial operations.

Impact

Driving business results.

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Experience

Finance and technology executive with 7+ years at BTIG leading AI-driven platform transformation and analytics initiatives. MBA candidate at Kellogg School of Management (Northwestern University) with FINRA Series 7 & 63 licenses. Proven track record delivering scalable financial systems, improving compliance and portfolio efficiency, and partnering cross-functionally to drive business impact. Now seeking to leverage deep FinTech and analytics expertise in investment banking or private equity.

7+ years of leadership.

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BTIG

2016-2025

• Directed AI-powered cloud migration initiative impacting 700+ internal users and 400+ institutional clients, migrating 80+ applications and reducing platform costs by 30%.
• Redesigned compliance platform, aligning with stakeholders to improve audit readiness and operational efficiency.
• Partnered with sales and operations to embed AI automation into Salesforce workflows, increasing lead-to-client conversion by 30% in three months.
• Chaired AI & Emerging Tech Forum, fostering collaboration across business units to accelerate innovation.
• Led cross-sector philanthropic partnerships advancing BTIG’s $50M+ nonprofit engagement strategy.• Built portfolio analytics platform integrating data across trading systems, improving visibility and client reporting.
• Managed product roadmap from MVP to enterprise adoption across client-facing teams.
• Delivered automation that reduced operational latency and improved trade lifecycle performance.