Senior executive with extensive expertise and experience in Financial Services including the areas of global market management, operations, compliance and structure, risk management and client support. Providing a wide range of support to the Prime Brokerage, Investment Management, Global Wealth Management and Global / Direct Custody Businesses. Currently the Owner and Chief Executive Officer of Global Network Management Services, Inc.
Infrastructure & Risk Management
Relationship & Client Support
Future, Change and Technology
Global Network Management Services (GNMS) was built to develop a high quality and efficient “shared service” platform providing sub-custodian/market due diligence and risk information to clients, while providing access to deep Network Management expertise.
Main consultant working for Wedbush Securities developing and re-engineering their global custody and sub-custodian clearing infrastructure.
Managed a global team responsible for the day to day management and monitoring of 92 markets and 101 sub-custodians worldwide with teams located in Hong Kong, Singapore, Ireland, London, New York and Tampa.
As a member of the Senior Management Team, worked directly with the Direct and Global Custody businesses, managed all facets of client support, risk management, expense management, client documentation and market information.
Supported the Institutional, Investment Management, Trust Company, Prime Brokerage and Global Wealth Management businesses. Managed a global team responsible for the management of 82 markets and 90 sub-custodians worldwide.
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