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Qualified and resourceful financial professional with over 22 years with diverse expertise in finance operations: International Prime Brokerage, Derivatives Cross Product Margin and Global Loans and Treasury experience.
Migrated the loan desk in 2001 from NYC to Delaware and trained the new team until they were comfortable to take over the process..
Second migration of IPB settlements from London to NYC IN 2006 and finally from NYC to Tampa at 2008 where I still serve.
My experience with Treasury and city training along with prime finance business have also helped me to understand Risk Management, Compliance Assurance risks and to manage the requirements a special person in the company should have.
Worked closely with internal customers for Risks, Controls & Monitoring Tools (ARCMs for the quarterly MCA
stick to compliance and due diligence and a great moral responsibility during my all career in the organization.
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International Prime Brokerage, Assistant Vice President International Settlements.
Prime Broker Feb 2006 to Current
CITIGROUP － New York, FL
- Manage risk and control for prime broker unit and prepare COE metrics report for senior management BSER weekly meeting.
- Coordinate and manage all day to day settlements in Prime brokers as team leader expert on settlement matters and complex queries.
- Interact globally with client service desks and traders by providing excellent global document process flows and develop requirements for functional improvements and assisted to relocate International Prime Broker Settlement operations unit for North America and LATAM from London to New York in 2006 and later in 2011 to Tampa to carry on expertise with new team.
- Responsible for all the IPB reconciliations of Cash Stock for the Prime Brokerage operations in the unit. Expert on resolving out balance and Client settlement legs breaks for the Control group in London.
Derivatives Margin, Assistant Vice President – Cross Product Margin Department
Jan 2003 to Feb 2006
－ New York, FL
- Trained and supervised Citibank margin group and worked through several projects on process improvement.
- Implemented new and improved processes and policies to ensure that all cross products exposure and collateral are respectively in line with underlining systems and corresponding reports for correct var-margining.
- Managed daily reconciliation of client accounts identifying any differences attributable o cash collateral or fails.
- Managed all cash management and investment for margin group and monitored closely exposure on collateral positions and reported any unusual variation to managers through metrics
Loan Administrator, Senior Specialist -Global Loans Department APR 2001 to Jan 2003
New York
- Supervised settlement unit in Par Loan trading and managed 75+ loan deals and monitored all interest accrual reports to ensure timely settlements
- Managed daily settlements and assets servicing of Par Loan deals and performed heavy Reconciliation of cash accounts in both FX and USD
- Set up migration plan training with management to relocate Par Loan settlement unit to Delaware and put an action plan to train staff from Delaware back to back for continuity of settlement process.
Derivatives Margin, Assistant Vice President – Cross Product Margin Department
Jan 2003 to Feb 2006
－ New York
- Performed daily reconciliation of client accounts identifying any differences attributable to cash collateral or fails.
- Trained and supervised Citibank margin group and worked through several projects on process improvement.
- Managed all cash management and investment for margin group and monitored closely exposure on collateral positions and reported any unusual variation to senior managers through metrics.
- Managed daily reconciliation of client accounts identifying any differences attributable to cash collateral or fails.
- Performed the complete reconciliation of bankrupt company Dow Corning along with Legal to retrace all participants and outstanding assignments agreement that saved Citibank 5MM in US dollars litigation.
LONG ISLAND CITY, NEW YORK
- Assisted front desk in P&L and risk exposure in interest rate swaps and long term deals.
- Monitored and performed reconciliation of over hedged report; repricing of rate resets and scheduled settlements for interest rate swaps and processed early termination of swaps deals for Desk .
- Performed daily Cash management over 200 millions Buffalo accounts and liaised with Margin Group and treasury desk on daily funding requirements.
- Established and optimized schedules to keep coverage and service in line with forecast demands.
SUNY University At Binghamton - Binghamton, NY
- Graduated with 3.77 GPA
- Dean's List during all years
- Member of Phi Sigma Iota International Honor Society for foreign Languages
- Golden Key National Society
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Resume Overview
School Attended
- SUNY University At Binghamton
Job Titles Held:
- Assistant Vice President
- Assistant Vice President
- Senior Specialist
- Analyst Treasury, Assistant Manager
Degrees
- Bachelor of Science
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