Teams at Tidal Financial Group

Manage and execute day-to-day ETF portfolio operations including trade execution, reconciliations, compliance reporting, client liaison, and portfolio oversight. Support rebalances, ETF baskets, prepare quarterly reports, and identify process improvements while adhering to firm policies and risk frameworks.

Own delivery across multiple technology initiatives, including scope, sequencing, prioritization, resourcing, risk management, and executive reporting. Build sustainable intake and prioritization practices across engineering, data, and business teams, while improving project management tools, templates, and delivery standards. Lead complex, high-visibility initiatives, resolve cross-functional delivery challenges, manage stakeholder relationships, and mentor project team members without formal management responsibility.

Lead and scale ETF fund administration, overseeing regulatory filings, board reporting, audits, liquidity monitoring, operational controls, risk management, and service-provider relationships. Build scalable processes, develop senior teams, strengthen governance, improve efficiency, and partner with internal stakeholders and external fund ecosystem participants. Support regulatory exams, client due diligence, and platform growth while maintaining accuracy, accountability, and service quality.