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The Derivative Path Story

After years in the derivatives field, we envisioned a solution to a problem our industry faced. Then we assembled the brightest minds to make a change.

We provide a technology-led solution to assist financial institutions, commercial end users, and buy-side clients in executing and managing their over-the-counter interest rate and FX derivative transactions.

The team is comprised of derivative industry veterans who have worked for some of the world’s largest capital market firms such as Wells Fargo (and predecessors Wachovia and First Union), ABN AMRO, Societe Generale, Bank of Montreal, Bank of America, JPMorgan Chase, Barclays, AIG, CIBC, and U.S. Bank.

On the sales, legal, and hedge accounting front, throughout their careers, the team have been strong contributors to and led derivative sales efforts for major financial institutions. They have also helped establish new derivatives back-to-back hedging programs for numerous small and medium-sized financial institution clients.

On the technology front, our team possesses industry leading expertise. Our technology team is headed by a former Head of Technology at Wells Fargo Securities. In addition, the team comprises senior leaders with backgrounds in rates and commodities trading and risk, as well as application development.

Our state-of-the-art DerivativeEDGE platform has been designed to be a complete end-to-end solution for interest rate and FX derivative trading, servicing, and hedge accounting. With DerivativeEDGE, users have front-, mid-, and back-office functionality in one platform, eliminating the inefficiencies of working with disparate systems to manage various aspects of the business. The system also includes a fully automated hedge accounting platform which is fully compliant with the new hedge accounting rules of ASU 2017-12. The platform comes complete with real-time market data and automated swap data reporting, and cleared trade affirmation. The system is designed within a framework that also aids users in meeting their Dodd-Frank requirements related to the execution of transactions with commercial clients and dealer counterparties, as well as ongoing data and document retention requirements.

DerivativePATH Team

Individuals with a passion for the derivatives market and the know-how to make your derivative ventures a success.
Pradeep Bhatia

Pradeep Bhatia

Co-Founder and Co-CEO

Pradeep Bhatia is Co-Founder and Co-CEO of Derivative Path, Inc. Prior to this, Pradeep was with Wells Fargo where he joined as the Head of Bank Coverage in 2006. Pradeep has also worked at ABN AMRO Bank, Societe Generale and U.S. Bank in various capital markets capacities. Pradeep received a Bachelor’s degree in Business from the University of Delhi (India), where he graduated as valedictorian, and an MBA in Finance and International Business from the University of Wisconsin.

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Steve Hawk

Steve Hawk

Co-Founder and Co-CEO

Steve Hawk is Co-Founder and Co-CEO of Derivative Path, Inc. Prior to this, Steve was with Wells Fargo. Steve’s experience includes 7 years of direct corporate and commercial derivative sales coverage, and 11 years of derivative sales management and business leadership. Steve began his career at Chase Manhattan Bank in New York. Steve received a BSBA from Georgetown University where he graduated cum laude.

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Zack Nagelberg

Zack Nagelberg

Head of Business Development

Zack Nagelberg is the Head of Business Development at Derivative Path, Inc. Prior to this, Zack was at Wells Fargo Securities, marketing interest rate risk management solutions to banks, credit unions, and non-bank financial institutions. Zack obtained a B.S. degree in business administration, with a concentration in Finance, from the University of Richmond.

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Chris Slusher

Chris Slusher

Head of Sales and Structuring

Chris Slusher is the Head of Sales and Structuring at Derivative Path, Inc. Chris has over 27 years of experience in capital markets and commercial banking. Prior to joining the team, Chris managed the interest rate and commodity derivatives business for CIBC Bank USA from 2008 – 2018. He also led North American Derivative Sales for ABN AMRO from 2005 – 2008. Chris began his career at J.P. Morgan in New York. He holds an MBA in Finance and a BS in Computer Science and Economics from Duke University.

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Frank Fiorilli

Frank Fiorilli

Sales and Structuring Specialist

Frank Fiorilli is a Sales and Structuring Specialist at Derivative Path, Inc. Prior to joining the team, Frank worked at Barclays Capital for eight years where he started within equity financing, and then shifted to coverage of the interest rate derivative sales desk. Frank earned a MBA in Finance from the NYU Stern School of Business in addition to a Bachelor’s degree from The College of New Jersey.

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Isaac Wheeler

Isaac Wheeler

Sales and Structuring Specialist

Isaac Wheeler is a Sales and Structuring Specialist at Derivative Path, Inc. Prior to this, Isaac spent five years at MFS Investment Management supporting execution of fixed income, currency and equity derivatives. Prior to joining the trading desk he also spent time in MFS’s portfolio risk and technology teams. Isaac has a B.A. in Economics from Boston University.

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Melanie Wheeler

Melanie Wheeler

General Counsel &
Chief Compliance Officer

Melanie Wheeler is General Counsel and Chief Compliance Officer of Derivative Path, Inc.  Prior to this, Melanie spent 11 years at AIG Global Capital Markets where she worked in the legal department; then, she later served as Chief Compliance Officer.  Melanie received her Juris Doctor degree from Quinnipiac University School of Law where she graduated cum laude, and a B.A. in Legal Studies from the University of Pittsburgh.

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Mark Kolb

Mark Kolb

Compliance and Operations Specialist

Mark Kolb is a Compliance and Operations Specialist at Derivative Path, Inc. Prior to this, Mark worked at BMO Capital Markets N.A. in Chicago, where he spent over 10 years as a Derivative Operations Specialist covering financial institution clients. Mark obtained a B.S. degree in business administration, with a concentration in Finance, from the University of Wisconsin, Eau Claire.

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Robert Baer

Robert Baer

Head of Derivative Accounting

Robert Baer is Derivative Path’s Head of Derivative Accounting. Prior to this, Rob spent over 25 years as Managing Director with Bank of America. Rob has also worked at Bloomberg and GFM Solutions. Rob has expertise in accounting, taxation, hedging and financing strategies. Rob has a B.A. in Business Administration & Accounting from Augustana College and holds a Master’s in Taxation from DePaul University and is a CPA.

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Tom Niemier

Tom Niemier

Hedge Accounting Specialist

Tom Niemier is a Hedge Accounting Specialist at Derivative Path, Inc. Prior to this Tom Spent 20+ years at Wells Fargo and JP Morgan Chase in a variety of Hedge Accounting and Capital Markets Sales roles. Tom has expertise in accounting, taxation, hedging and financing strategies, and holds a B.S. from Indiana University at South Bend and a Master’s in Taxation from Northeastern University. Tom is also a CPA and CFA.

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JOHN FLEMING

JOHN FLEMING

Chief Technology Officer

John Fleming is the Chief Technology Officer of Derivative Path, Inc. Prior to this, John was with Wells Fargo in its Financial Products group for six years where he managed the technology team supporting the derivatives businesses. John has also worked at Calypso Technology, Integral Development and Societe Generale, where he held various management positions.

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FRANK PURNELL

FRANK PURNELL

Head of Product Management

Frank Purnell is the Head of Product Management at Derivative Path, Inc. Prior to this, Frank spent seven years at Wells Fargo in a variety of trading and technology roles. Frank has also worked at Keybank where he managed the Interest Rates Derivatives trading desk. Prior to KeyBank, Frank was a Systems Engineer at Ashland Chemical, Inc. Frank holds a BS in Computer Science from the DeVry Institute of Technology, Columbus, Ohio where he graduated summa cum laude.

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Gayathri Ravibalachandran

Gayathri Ravibalachandran

Application Developer

Gayathri Ravibalachandran is an Application Developer at Derivative Path, Inc. Prior to this, Gayathri was with Wells Fargo for about four years developing software systems for the Financial Products group. Gayathri started her career with Ford Motor Company in India where she worked for seven years in various roles including application development. Gayathri received a Bachelor's degree in Physics from the University of Madras and a Bachelor's degree in Technology from the Open University of British Columbia.

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Bruce Williams Jr

Bruce Williams Jr

Application Developer

Bruce Williams is an Application Developer at Derivative Path, Inc. Prior to this, Bruce spent over three years at Wells Fargo as an Applications System Engineer in the Wells Fargo Securities department. Prior to Wells Fargo, Bruce worked in the New England area, working for various companies in the insurance, health and educational industries, and also as an independent contractor. Bruce has been working in the software industry since 1995.

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Ivaylo Karageurov

Ivaylo Karageurov

Financial Engineer

Ivaylo Karageurov is a financial engineer at Derivative Path, Inc. Prior to this, Ivaylo received rigorous financial quantitative training while attaining his Master of Financial Engineering degree from Haas School of Business, UC Berkeley. During the MFE program he interned for wealth management company Atlas Capital Advisors where he was in charge of automating the portfolio optimization process. Ivaylo also holds a BS in Computer Science from San Francisco State University where he graduated cum laude.

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Richard Lewis

Richard Lewis

Head of Financial Engineering

Richard Lewis is the head of financial engineering at Derivative Path, Inc. Prior to this, Richard was the head of regulatory risk technology at Calypso. Prior to Calypso, Richard worked in FE roles at National Australia Bank, Macquarie Bank, Morgan Stanley, ABN Amro and Lehman Brothers. Richard is a subject matter expert in derivatives counterparty and market risk for regulatory compliance, internal risk & pricing models across all asset classes. Richard holds a BS in Computer Science and a BA in Applied Mathematics from W. Virginia University.

Adrienne Enfield

Adrienne Enfield

User Interface Design Manager

Adrienne Enfield is the User Interface Design Manager at Derivative Path, Inc. Prior to this, Adrienne worked at Integral Development Inc. starting as a Software Engineer then moving to User Interface Design Manager. She interfaced between Engineering, Product Management and clients specializing in white labeling and theming of a multitude of digital products. Adrienne has a BA of Fine Arts from the University of Hawaii and a MA in Interdisciplinary Computer Science from Mills College.

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Rohan Shenoy

Rohan Shenoy

FX Product Manager

Rohan Shenoy is FX Product Manager at Derivative Path, Inc. Prior to this, he was FX Product Manager at Brown Brothers Harriman & Co for four years, working on various FX initiatives. Rohan has experience across the FX lifecycle and has delivered product enhancements for currency hedging, corporate actions, and agency trading. He also worked to bring clients into Dodd-Frank/MiFID compliance. Prior to BBH, Rohan worked in trading/operations at JPM and MMC. He holds a dual B.S. in Finance and Info Systems from NYU's Stern School of Business.

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Partners

Sandler O'Neill + Partners
Sandler O'Neill + Partners
Michael Best and Friedrich LLP
Michael Best and Friedrich LLP
Katten Muchin Rosenman LLP
Katten Muchin Rosenman LLP
Wilson Sonsini Goodrich & Rosati
Wilson Sonsini Goodrich & Rosati
Numerix
Numerix

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