Senior Capital Markets Executive, Senior Business Analyst, Program/Project Manager, Web Designer/Developer with deep, hands-on experience in Capital Markets technology and platforms.
Successfully managed global teams in the analysis, design, development, migration and support of the Fixed Income business and associated technology, from Pre-Trade to Settlement, Regulatory Reporting, Risk Management, Data Warehousing and Accounting, enabling the rapid onboarding of new products, processes and analytics.
Subject matter expert, business analyst, program and project manager on the Libor Transition to RFRs for BNY Mellon, HSBC, Apollo Global Management, SMBC Capital Markets and Citi Treasury Investments.
Engineered the decommissioning of multiple legacy systems and the implementation of new processes, products, systems and technology from front to back, supporting traders, middle office and operations.
Modernized systems and data analysis for trading, settlement and regulatory reporting, managed individual projects and whole programs, development, QA, UAT, implementation and support for OTC Derivatives, FX, Bonds and Risk Management platforms.
Worked extensively with global senior management and lines of business spanning London, New York, Tokyo, Utrecht, Toronto, Amsterdam, Hungary, Poland and India.
Major Achievements
Designed and developed the data management/integration process for a mega-bank merger creating the biggest bank in the world.
Performed data analysis resulting in savings of over $5,000,000 of excess hedging costs.
Designed and built one of the first Derivatives systems on Wall Street supporting unlimited pay and receive legs, currencies and embedded optionality. Ran a global team of 31, implementing a worldwide derivatives trading and risk management system across 13 countries.
Managed multiple teams of up to 50 cross-functional members to create the original MLX online trading system for Merrill Lynch. An internet-based system for Fixed Income trading.
Solved major technical risk management issues resulting in guaranteed information delivery while cutting 3 hours off the end-of-day.
Redesigned trading floor end-of-day cycle, achieving 100% uptime for International Fixed Income trading from 4 am to 10 pm.
Initiated a server consolidation project that reduced support costs by 60% and improved system performance by 80%.
Developed an SOA-based, strategic Eurobond trading system saving over $2,800,000 per year in operations costs.
Changed the strategic direction of trading floor technology that saved $1,000,000 a year in licensing and consulting fees.
“There is very little impact one can make in terms of driving sustainable change, that isn’t at the intersection of both business and technology.”