Teams at Tidal Financial Group

Manage end-to-end operational execution of high-volume ETF launches, coordinating internal teams and external vendors, maintaining launch documentation, communicating with clients, mitigating risks, and improving processes to ensure timely, accurate launches and a strong client experience.

Lead identification and design of automation and AI solutions across departments: document current workflows, produce future-state architectures and POCs, present to leadership, and hand off implementable designs to engineering and data teams to scale operations without proportional headcount growth.

The 1940 Act Attorney provides legal counsel on SEC regulations for ETFs, drafts legal documents, and collaborates with stakeholders to ensure compliance.