Skip To Content

2019 Annual Report

Roundtable Members

Operations Round Table Members
as of December 31, 2019

  • Clearing Members
  • Julie A. Bahr-Thaggard
    Vice President, Americas Regional Lead for Cleared Derivatives Control
    Credit Suisse Securities (USA) LLC
  • Stephen F. Cody
    Head of Cross Asset BO
    SG Americas Securities, LLC
  • Craig Guadagno
    Director, Merrill Lynch, Pierce, Fenner & Smith Inc. Merrill Lynch Professional Clearing Corp.
    BofA Securities, Inc.
  • Maria Mancusi
    Managing Director, Chief Operations Officer
    ABN AMRO Clearing Chicago LLC
  • Ian Miller
    Director, Futures, Clearing and Collateral
    Citigroup Global Markets Inc.
  • Lizabeth Miller
    Director, Post Trade Operations
    TD Ameritrade Clearing, Inc.
  • Joseph Pozzi
    Managing Director, Listed Derivatives Operations
    Goldman Sachs & Co. LLC
  • Angela Randall
    Managing Director, Operational Services
    Charles Schwab & Co., Inc.
  • Wilson Reilly
    Senior Director
    National Financial Services LLC
  • Nicholas Ruggieri
    Associate Director, Head of Equities and Options
    BMO Capital Markets Corp.
  • John Scott
    Director
    Wells Fargo Securities, LLC
  • Brad Sowers
    Director, Clearing Operations
    Wolverine Execution Services, LLC
  • Joseph Spano
    Executive Director, North America Head of Derivatives Clearing Operations
    Morgan Stanley & Co. LLC
  • Brian Sussman
    Senior Vice President, Global Operations
    Interactive Brokers LLC
  • Zhenxing Tang
    Vice President
    Pershing LLC
  • Exchanges
  • Randy Foster
    Senior Vice President, Business Systems Development
    Miami International Holdings, Inc.
  • Jeromy Hiserote
    Director, US Options Trade Desk
    Cboe Global Markets, Inc.
  • Kim L. Koppien
    Manager, Operations
    Intercontinental Exchange/NYSE Options
  • Katrina Lukacs
    Head of Market Operations, Options
    Nasdaq, Inc.
  • Patty Schuler
    Vice President, Business Development
    BOX Exchange LLC
  • Omarr Woodhouse
    Senior Director, Operations Support Center
    Cboe Global Markets, Inc.

The Options Industry Council Roundtable Members
as of December 31, 2019

  • Clearing Members
  • Jeff Chiappetta
    Vice President, Trading and Education
    Schwab Trading Services
  • Christopher Larkin
    Senior Vice President
    E*TRADE Securities LLC
  • Frank A. Magnani
    Global Prime Brokerage and Institutional Sales
    Interactive Brokers LLC
  • Aaron Rowe
    Director of Electronic Option Sales
    Bank of America Merrill Lynch
  • Gary Semeraro
    Executive Director
    Options Strategist Equity Advisory Group UBS
  • Exchanges
  • John Black
    Senior Product Manager
    Nasdaq, Inc.
  • Geralyn Endo
    Head of Client Engagement, Americas
    Cboe Global Markets, Inc.
  • Thomas Kennelly
    Lead Trade Support and QA Specialist
    MIAX Exchange Group
  • Patty Schuler
    Vice President, Business Development
    BOX Exchange LLC
  • Christopher Twomey
    Director, NYSE Options
    New York Stock Exchange

This website uses tracking technologies to enhance user experience and to analyze performance. If you click "accept" you are directing us to share information about your visit with third parties. For more information on cookies, see our OCC Cookies Policy and Privacy Policy.

Do not accept analytic cookies Accept analytic cookies