The AQS Team
Bruce C. Turner
President and Chief Operating Officer
Bruce joined Quadriserv during May 2007 and oversees operations, sales, and business development for all aspects of Quadriserv's securities lending initiatives.
Bruce brings diverse equity markets experience to Quadriserv over a 20-year career, with increasing levels of responsibility. Bruce served as co-head of the US Equity Division at CIBC World Markets, where he developed new trading products to combat declining commission margins and was responsible for all domestic operations of CIBC's research, sales, trading and equity capital markets. Prior to his promotion to Co-Head of CIBC's Equities Division, Turner was Head of CIBC's US Equity Trading and Sales trading, where he was responsible for the day to day operation of a 150-person sales and trading desk while overseeing development of electronic and program trading. Previously, Bruce was an Executive Vice President at Nasdaq, responsible for final development of the SuperMontage Project, as well as marketing strategy and materials. Earlier in his career, Bruce was a Managing Director and Head of Nasdaq Trading at Salomon Smith Barney, where he was responsible for a 125-person sales and trading desk, as well as the development of new trading products.
Bruce holds a BA from Connecticut College and received an EMBA from the Trium Global program, a joint degree from New York University, The London School of Economics, and HEC Paris. He was a member of the Nasdaq Quality of Markets Committee, the NYSE Upstairs Traders Advisory Committee, and is currently a member of the National Organization of Investment Professionals.
Frank Campbell
Chief Software Architect
Frank Campbell joined Quadriserv in August 2006 as Chief Software Architect.
Frank most recently was with Morgan Stanley Prime Brokerage, leading the technology team for their Hedge Fund Performance Measurement system. During his 6 year tenure with Morgan Stanley Prime Brokerage he helped bring many of their client facing systems onto the web, as well as developing core functionality for systems in the Portfolio Analysis area. He has an extensive technical background in web technologies, as well as in large-scale financial systems and databases.
Prior to this he worked for Blue Curve in London, UK where he did consultancy for European investment banks in the early days of adoption of the web by financial institutions, and also worked on Blue Curve's web-based financial research product.
Frank holds a BA in Experimental Psychology from Oxford University 1994. He is also a keen musician and can occasionally be found out and about playing the piano at various New York City venues.
Edwin J. Connelly
Broker Dealer Services
Ed joined Quadriserv in December of 2009. Prior to joining Quadriserv, he served as a Director of Global Prime Services and the Head of Securities Lending at Deutsche Bank Securities. During his 8 year tenure, Ed held the position of North American Head of Securities Lending and Head of Hedge Fund Coverage.
Prior to Deutsche Bank Securities, Ed spent 10 years at Goldman, Sachs & Co., where his most recent position was as Vice President of Global Securities Lending. He was also on the NASDAQ Trading Desk.
Previously, Ed held various trading and managerial positions at Drexel Burnham Lambert, Inc., and Merrill Lynch Asset Management.
Ed received his BS in Management from St. John's University, Staten Island, NY.
Timothy J. Keenan
Agent Lender Services
Tim Keenan joined Quadriserv as the Head of Sales in June of 2009. Prior to joining Quadriserv, Tim was a Managing Director at Barclays Capital for eleven years. At Barclays, Tim was the Co-Head of Global Repo Trading and Global Repo Product Manager. In that combined role, he was responsible for Repo trading for all US fixed income products on a global basis (including all global credit products) and for the sales and management of client relationships for the repo and securities lending client base.
Prior to that, Tim spent 5 years at CSFB. During this time, he worked in Tokyo, Sydney and London building their global repo franchise. Tim was also the head of Deutsche Bank’ s Securities Lending Division in the early 1990’s as well as the head of sales and trading for Chases’ Securities Lending Division from 1981 to 1991.
Mr. Keenan has a BSc in Accounting from Fairfield University in Connecticut.
Andy Lazar
Hedge Fund Services
Andy joined Quadriserv in March 2008. Prior to joining Quadriserv, he served as a Director in the U.S. Institutional Rate Product sales department of UBS Securities, LLC. During his 11 year tenure at UBS Andy was responsible for direct product distribution to hedge funds, central banks, and asset managers.
Previously, Andy was a Vice President of Fixed Income Sales at Smith Barney, and Vice President of Asia Sales at Kidder, Peabody.
Andy holds a B.S. in Computer Science from Hofstra University, and an MBA in Business Administration from Regis University. He formerly served on the membership sub-committee of the New York Hedge Fund Roundtable, and is currently involved with the "Save the Children" charity and Friends of Cos Cob Library.
Vera MacLeod
Hedge Fund Integration
Vera joined Quadriserv in April 2010 with 25 years of Securities Lending experience. Prior to joining Quadriserv, Vera spent seven years at Citadel as Technology Director for Securities Lending and Legal/Compliance. In this role she was involved in numerous firm wide projects in hedge fund operations.
Prior to Citadel, Vera spent five years in consulting and also managed the domestic and international Securities Lending Operations at Nomura Securities International.
Vera began her career at Prudential Insurance where she held many positions including Manager of the Securities Lending Operations. Vera was also a founding member of HedgeSpeed Technology, a software development company for hedge fund portfolio finance.
Jennifer Monteleone
Operations
jennifer.monteleone@quadriserv.com
Jennifer joined Quadriserv in December of 2008. Prior to joining Quadriserv, Jennifer worked at Cantor Fitzgerald supporting the Equity Finance Trading desk in New York.
Previously, Jennifer spent three years at Banca IMI Securities, a subsidiary of San Paolo IMI based in Milan. During her time there, she helped establish the Securities Lending Operations Department and eventually became a Trader for the Equity Finance desk in New York.
Jennifer began her career at Credit Lyonnais in 1994 and has worked in the Securities Lending Industry for over 15 years. She specializes in domestic equity finance operations.
Sergei Poliakoff
Product Strategy and Development
sergei.poliakoff@quadriserv.com
Sergei joined Quadriserv in October 2006 as Chief Information Officer. He most recently ran his own consulting firm, Union Square Advisors, which offered advice on electronic execution, prime brokerage and securities lending. Prior to that he was a Managing Director at Deutsche Bank, responsible for Global Execution Services Technology, covering Equity DMA and Algorithmic Trading, Institutional Cash and Program Trading. Prior to this, Sergei was co-heading Equities Derivatives Technology for NatWest Securities, and managed large projects in Equity Derivatives Technology at Morgan Stanley.
John A. Surgent
Integration
John joined Quadriserv in 2009, following a twenty year consulting career specializing in operations and systems supporting the global securities lending industry and related business areas.
During his consulting career, John established relationships with more than fifteen banks, brokerage firms, private institutions, software vendors and major consulting firms. He has a wide range of experience in securities lending policy and product development, business and systems integration, process analysis and design, conversion planning, program/project management, vendor product assessments, test planning and requirements definition.
John holds a B.S. in Computer Science from New Jersey Institute of Technology.
Robert M. Yap
Chief Compliance Officer
Bob joined Quadriserv in November 2008. Prior to joining Quadriserv, he served as a Vice President in Equities Compliance at Lehman Brothers where he was responsible for covering the Equity Finance Desk in the Capital Markets Prime Services Division.
Prior to Lehman Brothers, Bob was a Vice President in the Global Compliance Department at Goldman Sachs. Bob's background also included work at FINRA in both the Member Regulation and Market Regulation Departments.
Bob holds a B.A. in Political Science from Boston College.
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