Timothy Reed – Digital Assets and Prime Brokerage Advisor
SUMMARY
As a multi-asset class Prime Brokerage operations leader, has extensive experience launching and managing client service, reporting, accounting, onboarding, settlement, credit, and custody.
Proven success collaborating with engineering, finance, legal, operations, risk, sales, and support.
Successful track record of building and launching new businesses and platforms in digital assets, from concept to regulatory readiness and client onboarding.
Claude, Google Sheets/Docs/Workspace, Canva, Carta, Confluence, JIRA, Lucid, Notion, Postman
PROFESSIONAL EXPERIENCE
Freelance Consultant – New York, NY
Dec 2025–Present
Product & Operations Advisor
Advises early-stage fintech clients on product requirements, operational workflows, and platform design.
Static Finance Inc. dba Power Finance – Boston, MA (remote)
Apr 2025–Dec 2025
Vice President, Operations
Jul 2025–Dec-2025
Operations Advisor (Consultant)
Apr 2025–Jul 2025
Owned and executed core operations to run and scale a tokenized finance platform at a pre-seed-round startup. Worked cross-functionally with portfolio management, engineering, legal, investors, and external partners to ensure reliable settlement, controls, and regulatory readiness.
Responsibilities/Deliverables:
Defined end-to-end operational workflows, user journeys, and asset flows.
Partnered with external counsel on off-shore entity formation and regulatory compliance.
Designed and implemented risk controls, internal processes, and audit readiness.
Managed treasury, cash, and financial operations.
Evaluated and liaised with all financial services providers and vendors and led integrations.
Led and coordinated all firm initiatives, defined deliverables, aligned stakeholder activities, and maintained timelines.
Freelance Consultant – New York, NY
May 2024–Jul 2025
Product & Operations Advisor
Advises early-stage fintech clients on product requirements, operational workflows, and platform design.
Lionsoul Global Inc. – London, UK (remote)
Dec 2023–Apr 2024
Head of Operations
Designed and stood up operations for a startup digital assets investment platform serving HNW clients.
Responsibilities/Deliverables:
Worked closely with product managers, business analysts, engineers, and McKinsey consulting team on operations requirements, platform design, custody, and user journeys.
Defined platform workflows, on- and off-shore entity relationships, account hierarchies, custody requirements, and fund flows and controls.
Evaluated service providers for banking, custody, compliance, execution, legal, security, and insurance.
Circle Internet Financial, LLC – New York, NY
Oct 2022–Jan 2024
Institutional Market Operations Senior Director
Built and launched new institutional lending and OTC FX businesses, including onboarding, middle office, and client service, and contributed to custody strategy.
Responsibilities/Deliverables:
Defined business requirements for the institutional lending business, including jurisdictional and regulatory compliance, business plan, policies and procedures, staffing, and software specifications.
Supported development of digital asset custody strategy, and organized and co-led regulator meetings with counsel and evaluated registered custodian acquisition opportunities in support of that strategy.
Designed, launched, and managed the OTC FX business, from new client onboarding, pricing mechanics, confirmation workflows, on-chain settlement, and reporting.
BitGo Inc. – New York, NY
Jun 2019–Jul 2022
Prime Brokerage Business Manager
Built and ran crypto prime brokerage operations, including institutional crypto lending, margin trading, settlement, and collateral management.
Responsibilities/Deliverables:
Responsible for all aspects of BitGo Prime’s lending and trading operations and client service.
Designed and built automated lending software used to manage a $1b+ loan book.
Built and launched the loan servicing business in partnership with BitGo Trust, its regulated custodian.
Developed service and product requirements and use cases.
Managed six-person global client service team responsible for account opening, onboarding, settlement, and support.
Bank of America, Equity Services Technology – New York, NY