Teams at Webull Financial

Administer and optimize Microsoft 365 and identity (Azure AD/Entra ID), manage endpoint tools (Intune, Jamf Pro), support office network infrastructure, serve as Tier 3 escalation for Helpdesk, automate tasks with PowerShell, respond to security incidents, run phishing simulations, and lead IT projects and vendor engagements.

Lead global DR/BCP program across 14 countries: standardize frameworks, validate AWS disaster recovery against RTO/RPO, maintain FINRA/SEC audit-ready documentation, run BIAs and high-pressure simulations, modernize playbooks, and assess vendor resilience for broker-dealer operations.

Manage end-to-end broker-dealer clearing and settlement across retail and institutional channels. Oversee DTC/DTCC settlement functions, exception and fail management, reconciliations, regulatory compliance, reporting, SOPs, audits, process improvements, and cross-functional initiatives to support a self-clearing omnibus model.