Timothy Reed – Prime Brokerage Operations Director


  • Extensive experience as a multi-asset class Prime Brokerage operations manager, including client service, middle office, client-facing reporting, onboarding, and business startup.
  • Proven success collaborating with development, support, operations, sales, and clients.
  • Strong technical background.


Subject Matter Prime Brokerage, Institutional Lending, Loan Servicing/Collateral Management
Technical SQL, Python, UNIX scripting, Google App Script, Excel macros, REST API queries
Software Confluence, Google Sheets/Docs/Slides, Microsoft Office, Lucid Charts, SWIFT, Postman


  • Project Management Professional (PMP), Project Management Institute (PMI)


  • SDM SAFe Product Owner-Product Manager (PMPO)
  • SDM Lean – Agile for Teams
  • Fundamentals of Product Management, Sequent Learning Networks
  • Advanced MS Project Workshop, Project Management Institute NYC Chapter


Circle Internet Financial, LLC – New York, NY Oct 2022-Present
Institutional Market Operations Senior Director

Responsible for Prime Brokerage daily operations, including on-boarding, middle office, and client service.


  • Managed daily operations, client service, and middle/back office supporting Circle’s crypto Prime Brokerage services for large institutional clients.
  • Partnered with treasury operations, financial services, risk, accounting, product, and engineering to define and stand up the institutional services business.
BitGo Inc. – New York, NY June 2019-July 2022
Prime Brokerage Business Manager

Responsible for the daily operations of the Prime Brokerage business, including institutional crypto lending, settlement, and trading; head of Loan Servicing business.


  • Responsible for all aspects of BitGo Prime’s lending, trading, and loan servicing daily operations and client service.
  • Ran all aspects of the Loan Servicing business in partnership with our regulated qualified custodian, BitGo Trust.
  • Managed six-person global client service team responsible for new client onboarding/KYC/AML; loan origination, asset transfers; daily settlement with liquidity providers and clients.
  • Developed and managed initial version of the lending platform using Google Sheets front-end, App Script automation, and trigger execution scheduling
  • Documented service and product requirements, developed use cases, populated JIRA backlog, and partnered with product managers and other stakeholders.
  • Documented policies and procedures to guide and manage daily operations.
  • Consulted with BitGo Prime’s CEO on all aspects of managing the business, including planning, staffing, and new client pitches.
Bank of America, Equity Services Technology – New York, NY Apr 2017-Mar 2019
Project Manager, Business Analyst, Agile Project Owner

Product owner, project manager, and business analyst responsible for several projects, including:

  • Migrated delivery of ~100K PB reports to a consolidated strategic platform.
  • Managed development of a web-based activity and position data on-demand query tool with consolidated, multi-asset-class capabilities.
  • Migrated the bank’s PB books and records and data flows from a legacy to strategic platform.
Independent PM/BA Consultant Jan 2016-Mar 2017

Consulted on short term projects for remote global customers, including:

  • Developed an operational runbook to manage a complex quarterly client billing process.
  • Authored a detailed RFP for a data analysis platform with BI, ETL, and EDW components.
  • Responded to a government-issued RFP for a nationwide inventory management platform.
  • Created complete PMP training guidelines for a PMP R.E.P.-certified educational organization.
Citco Fund Services (USA), Inc. – Jersey City, NJ Sep 2008-Sep 2015
Senior Project Manager, Business Analyst  

Managed team of project managers and business analysts responsible for trade capture and data extracts.

Experience to 2008

Lehman Brothers – New York, NY
Product Manager (Vice President)
UBS Securities LLC – New York, NY

Fixed Income Prime Brokerage wProduct Manager (Director)

JP Morgan – New York, NY
Senior UNIX Systems Engineer/Administrator
JP Morgan – New York, NY
Senior UNIX Systems Engineer/Administrator
Credit Suisse – Tokyo, Japan
Front Office Trading Systems Manager
Objective Technologies, inc – New York, NY
Founder / Technology Startup
Nomura Securities – New York, NY
Systems, Network and Database Administrator


  • Undergraduate studies, School of Visual Arts, New York, NY