Management

R. Cromwell Coulson
President, Chief Executive Officer and Director

R. Cromwell Coulson is President and Chief Executive Officer of OTC Markets Group Inc. (OTCQX: OTCM), operator of the OTCQX, OTCQB and Pink markets.

After acquiring OTC Markets' predecessor business, the National Quotation Bureau, Cromwell has led the transformation of the OTC markets from an opaque and inefficient phone-based market into fully modern, electronic and transparent financial markets for U.S. and global companies. Today, OTC Markets Group is a publicly-traded company that operates three public markets for 10,000 securities that trade nearly $200 billion in dollar volume per year. Cromwell's work to enhance data-driven standards and improve online information availability for investors is helping companies on the top-tier OTCQX and OTCQB markets reduce much of the pain and complexity of being public.

OTC Link ATS, OTC Markets Group's FINRA regulated and SEC registered Alternative Trading System, directly links a diverse network of leading U.S. broker-dealers that provide liquidity and execution services for these securities. And OTC Markets Group sets the best price standard for OTCQX, OTCQB and Pink securities by broadly distributing its market data to major market data redistributors.

Cromwell is a strong advocate of improving access to capital for small companies, supporting a diverse ecosystem of broker-dealers, and empowering investors with information. He has testified before Congress and spoken on these and other issues at numerous industry conferences. He is a member of the FINRA Market Regulation Committee that advises FINRA on market regulation and trading issues.

Prior to OTC Markets Group, Cromwell was a trader and portfolio manager at Carr Securities Corporation, an institutional broker-dealer, where he specialized in distressed and value-oriented investments.

Cromwell earned a B.B.A. from Southern Methodist University and is a graduate of the Owner/President Management Program at Harvard Business School.

OTC Link ATS is operated by OTC Link LLC, a FINRA/SIPC member and wholly-owned subsidiary of OTC Markets Group. Cromwell on LinkedIn

Matthew Fuchs
Executive Vice President - Market Data

Matthew Fuchs is an Executive Vice President leading the product development, distribution and sales of market data at OTC Markets Group. He is responsible for overseeing the launch of new products and enhancements to existing market data tools that help financial institutions more efficiently trade and analyze OTCQX, OTCQB, Pink and Grey Market securities. Continual enhancements and improvements to our products led to OTC Markets Compliance Data File being recognized for Best-Real Time Market Data Initiative at the 2016 Inside Market Data/Inside Reference Data Awards. Matt often comments and speaks on issues regarding market data and compliance for the over-the-counter equity markets, and frequently publishes on the OTC Markets Blog. Prior to joining OTC Markets Group, he served in a number of financial technology roles at the National Research Exchange, Bearing Point and Arthur Andersen. Matt received a BA from Columbia University. Matt on LinkedIn

Lisabeth Heese
Executive Vice President - Issuer and Information Services

Lisabeth (Liz) Heese joined OTC Markets Group in 2004 as the Director of Issuer and Information Services. Since then she has built a team responsible for: collecting and maintaining market data for over 5,000 issuers; development, sales and support of issuer-related products and services; and, monitoring issuer compliance with Company policies and procedures. Prior to joining OTC Markets, Liz spent 11 years at NASDAQ, serving as a Product Manager in the Trading and Market Services Division. Liz received a BA degree from American University. Liz on LinkedIn

Michael Modeski
President, OTC Link LLC

Mike joined OTC Markets Group in 2011. Mike has over 15 years of experience in the financial markets, with a focus on the OTC markets. Previously, Mike served as the Director of Broker-Dealer Execution Services and Sales at Citigroup and the Director of Execution Services at Lava Technology, a division of Citigroup. Before working at Citigroup, Mike was the Director of OTC Equities at FINRA and held several management positions at Pershing. He graduated from Lehigh University with a Bachelor of Science in Finance in 1995. Mike is a member of the Board of Directors of the Securities Traders Association of New York (STANY). Mike on LinkedIn

Bea Ordonez
Chief Financial Officer

Bea Ordonez joined OTC Markets Group in 2015 as Chief Financial Officer. Bea has more than 20 years of experience in the financial services industry. Prior to joining OTC Markets Group, Bea served for 13 years as Chief Operations Officer and Managing Director at Convergex Group, a global brokerage and trading-related services provider. Prior to this Bea served as Chief Financial Officer at G-Trade Services, a broker-dealer then owned by Credit Lyonnais Securities Asia, providing global execution and clearing services. Earlier in her career, Bea worked at Marsh & McLennan and held tax consultant roles at both Price Waterhouse (now PWC) and Arthur Andersen. Bea is a member of the Institute of Chartered Accountants in England and Wales and earned her bachelor's degree in Law from the University of Nottingham in England. She holds a FINRA Series 27 license. Bea on LinkedIn

Jason Paltrowitz
Executive Vice President - Corporate Services

Jason Paltrowitz is Executive Vice President and Global Head of Business Development at OTC Markets Group, where he is responsible for all international and domestic corporate services new business and relationship management. Prior to joining OTC Markets in October 2013, Jason was Managing Director and Segment Head at JP Morgan Chase and was responsible for the custody, clearing and collateral management business in the Corporate and Investment Bank division. Jason started his career at BNY Mellon serving in multiple senior management positions, most notably as Head of M&A for the Financial Markets and Treasury Services Sector and 11 years in the Depositary Receipt Division as the Head of the Global Capital Markets Group. Jason also served as a member of the Board of Directors at OTC Markets Group from 2008 – 2011. Jason holds a Bachelor's degree in International Relations from Boston University and received his MBA from the NYU Stern School of Business. Jason on LinkedIn

Daniel Zinn
General Counsel

Dan Zinn is OTC Markets Group General Counsel and Corporate Secretary. He leads the company's regulatory and policy making efforts and is often a speaker on over-the-counter equity markets. Prior to joining OTC Markets Group in 2010, he served as outside counsel to OTC Markets, as a partner at The Nelson Law Firm LLC. Previously, Dan worked in the corporate office of AIG. He earned his JD at the Benjamin N. Cardozo School of Law and received his BS from Pennsylvania State University. Dan on LinkedIn

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