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
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