Results-focused Financial Services Leader specializing in driving business growth, building solid

professional teams, analyzing consumer needs, providing world-class client services, and cultivating a

strong brand image eager to offer 17+ years of experience toward maximizing an employer s bottom-line.

 

 

Financial / Business Services • Strategic Analysis / Planning • Operations Management • Investment Banking • Policy Development

Team Building / Training • Client / Business Relations • New Business Growth • Derivative Documentation • Process Improvement

 

         Integral leader who develops, analyzes, and interprets statistical data to optimize profits in coordination with business goals, along with streamlining multifaceted processes to increase bottom-line results within high-volume environments.

         Ambitious self-starter who excels at evaluating financial markets, analyzing consumer needs, identifying profitable growth opportunities, defining strategies for capturing new clientele, and attaining solid leveraging in competitive territories.

         Top performer who uses strong prospecting and presentation skills to acquire, retain, and expand new / existing client relationships, along with meeting with key clients to ascertain financial needs and provide product recommendations.

         Excellent communicator who builds relationships with C-level executives, business staff, finance teams, and clientele.

 

 

 

Consultant / Senior Structured Drafter Deutsche Bank AG

         Utilized broad scope of industry knowledge and business acumen toward drafting Emerging Market Latin America, Russian Structured, Rate Trades, and Price Lock confirmations, as well as CDS and CDO shortfall and writedown notices.

         Interfaced among traders, marketers, and trading assistants to promptly resolve economic trade booking discrepancies.

 

Key Accomplishments

  Successfully liaised among key groups and legal teams to obtain client structured trade language and templates.

 

 

Senior Specialist

         Strategically steered multiple simultaneous duties for a Global Markets and Investment Banking Finance Group, including drafting swap confirmations for U.S. dollar transactions while providing high-quality customer service.

 

Key Accomplishments

  Built solid client relationships by following up on outstanding confirmations and resolving key discrepancies.

 

 

Assistant Vice President North America Client Desk (2003 C 2004)

         Contributed strong communication skills toward delivering outstanding customer service for North American-based corporate clients with responsibility for managing top-performing customer support staff assisting corporate clients regarding new, outstanding, and discrepancies on Interest Rate Derivative transactions traded on the New York desk.

         Optimized organizational efficiency by managing high-volume client contact databases, along with developing client agendas, tracking and resolving client issues, and ensuring adherence to specific client requirements.

 

Key Accomplishments

  Served as North American Operations Lead Manager (OLM) and point-of-contact across all Norges Bank (Oslo) businesses, and served as a member of ISDA Operations Process Working Group responsible for driving process efficiency, standardizing practices, developing best practices, and promoting key changes.

 

 

 

 

Assistant Vice President European Client Desk (2001 C 2003)

         Directed provision of customer service for European-based corporate clients with responsibility for preparing swap confirmations and supporting outstanding and discrepancies for Interest Rate Derivative transactions traded in London.

         Spearheaded ongoing projects to reduce numbers of Morgan and Chase pre- and post-merger outstanding confirmations.

 

Key Accomplishments

  Achieved honors as an Investment Bank Service Star for resolving outstanding client confirmation issues.

 

Assistant Vice President Global Derivatives Group (1999 C 2001)

         Applied dynamic leadership talents toward directing a 17-member Swap Documentation Group responsible for drafting all IRS Derivative trades (e.g. options, caps, floors, cross currencies, bond options, swaptions, bullion, and exotic transactions traded on New York, London, and Asia Pacific desks), including overseeing an average of 500+ trades daily.

         Verified trade accuracy via targeted analysis of broker confirmations, implemented transfer of bullion documentation, migrated exotic derivative documentation from London to New York branch, and drafted all exotic confirmations.

         Coordinated efforts with marketers, traders, legal department, and customers regarding all derivative confirmations.

         Drafted foreign language confirmations in Polish, French, and German languages, and initiated support of high-profile and confidential corporate customers while assisting marketers with time-sensitive deal closings.

 

Key Accomplishments

  Recognized for job excellence with Global Markets and International Service Star by transferring support for bullion swap transactions from Commodity Derivatives to Derivative Back Office Documentation Group.

  Participated as Technology and Operations Diversity Advocate Team promoting equality and meritocracy.

 

Assistant Treasurer Global Derivatives Group (1997 C 1999)

         Led a details-focused customer service group for Asia Pacific derivative operations, including overseeing comprehensive tracking of outstanding confirmations while efficiently resolving discrepancies concerning customer swap confirmations.

 

Key Accomplishments

  Expertly prepared weekly outstanding documentation reports for senior-level teams, marketers, and traders.

 

 

Associate Derivatives Product Group

         Played a vital role in building and sustaining productive operations by handling multiple simultaneous duties for a Derivatives Products Group, including drafting swap confirmations for U.S. and Canadian dollar transactions, providing superior customer service, following up on outstanding confirmations, and resolving varied economic discrepancies.

 

Key Accomplishments

  Initiated transfer of responsibility of confirmation drafting from trading desk to customer service group.

 

 

Extensive English Literature Coursework

Fordham University

University of Massachusetts Amherst

 

Microsoft Excel • Microsoft PowerPoint • Microsoft Windows NT / 2000

Sun Workstation (UNIX) • Lotus Notes 1-2-3 • Bloomberg