Derivative Path provides a unified capital markets platform for all participants. Founded and staffed by experts from the banking, trading, private equity, and real estate sectors, the company is democratizing access to the capital and liquidity of Wall Street firms, creating a more seamless and efficient way to manage balance sheets.

Finance

Derivative Path

Derivative Path's headquarters in Walnut Creek, CA, United States

Pradeep Bhatia

David Pepper

Kristin Kelly

Brett Morrell

Kurt Boehringer

Zack Nagelberg

Christopher Renaud

John Fleming

Rob Anderson

Brent Fierro

The Leadership Team at Derivative Path is responsible for setting the strategic direction and vision of the company, leveraging their extensive expertise to drive innovation and operational excellence. They focus on aligning company goals, enhancing product offerings, and ensuring efficient capital market operations, while fostering a collaborative environment that empowers all participants in the ecosystem. Through their combined leadership, they aim to democratize access to capital and streamline balance sheet management for clients.

Leadership Team

The Sales Operations team at Derivative Path is responsible for streamlining and optimizing the sales process to enhance client engagement and satisfaction. This team focuses on implementing effective sales strategies, managing client relationships, and facilitating the structured sales workflow. By leveraging data analytics and operational efficiencies, they support the broader sales team in achieving their targets while ensuring a seamless experience for all stakeholders involved.

Sales Operations

The Financial Analysis team at Derivative Path is responsible for evaluating and interpreting financial data to support informed decision-making and optimize capital allocation. Comprising experts like Financial Engineers and Hedge Accounting Specialists, the team develops pricing models, assesses hedging strategies, and ensures compliance with accounting standards, all aimed at enhancing the company's financial performance and stability.

Financial Analysis

The Application Development team at Derivative Path is responsible for designing, building, and maintaining innovative software solutions that enhance the capital markets platform. By leveraging their expertise in banking and trading, the team develops user-friendly applications that streamline operations and improve access to critical liquidity and capital resources for market participants.

Application Development

The Risk Management team at Derivative Path focuses on identifying, assessing, and mitigating financial risks associated with the company's capital markets activities. Led by experts in balance sheet strategy and risk solutions, the team implements robust risk assessment methodologies to safeguard assets, enhance decision-making, and ensure regulatory compliance, ultimately contributing to a more stable and efficient financial environment for all participants.

Derivative Path

Org chart

Board & advisors

Teams

Leadership Team

Sales Operations

Financial Analysis

Application Development

Risk Management

Offices

Derivative Path

Org chart

Board & advisors

Teams

Leadership Team

Sales Operations

Financial Analysis

Application Development

Risk Management

Offices

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