Financial Services Business Development Resume
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SUMMARY
- Accomplished executive with over 25 years of domestic and international consulting experience in Banking and Capital Markets
- Leadership Big Data and Analytics
- Innovation & Ideation
- Cloud Strategy & Refactoring
- Technology transformation
- SAAS and FS Utilities
- Risk and Compliance
- Finance Transformation
- Advisory Practice Building
PROFESSIONAL EXPERIENCE:
Confidential
Financial Services Business Development
Responsibilities:
- Innovation lead for DTCC advanced trading analytics and benchmarking data services
- SME in API conversion of JPMC Treasury and Risk function
- AWS FinServ competency partner leading joint go to market opportunities with AWS sales teams
Confidential
Managing Director GGE Consulting
Responsibilities:
- Building teh Confidential FS practice by $20 Million and leading efforts for Confidential Big Data and Cloud practice
- Lead teh Desjardins Enterprise Data Strategy for Risk, Finance, Treasury, and Fraud within $400 Million ORACLE OFSAA big data transformation and ORACLE ERP Cloud Refactoring.
- SME for Deloitte for Wells Fargo OFSAA quality assurance and data architecture review
- Assisted clients with alignment of Finance, Treasury, and Risk functions for BCBS239, IFRS9, and FRTB including innovation sessions, transformation roadmap, design, and architecture
- Seconded as teh interim Desjardins Bank Confidential resolving OCC issues (CCAR, ALLL, FFIEC, GLBA, Dodd Frank), securing liquidity facilities, and digital ERP transformation to FISERV cloud
- Finance Montreal Fintech Fraud lead launching a Fraud utility with banks and Equifax
Confidential
Senior Executive, Risk Management
Responsibilities:
- Developed Financial Services risk offerings and positioning of FIS cloud solutions
- BMO Team lead for Calypso implementation for credit and FX derivatives
- Created teh FATCA and AML KYT practice POV and target operating model design for TD Bank
Confidential
Senior Executive
Responsibilities:
- Maintained a $15 Million book of business with 35 - 40% margins and up to 80 resources in 5 countries
- Manged vendor relationships and go to market partnerships for FS Risk, Data, and Analytics
- Ran teh largest Global AML COE with over 100 resources in 62 countries and 4 processing centres.
- dis included teh largest global implementation of ORACLE OFS AML for transaction monitoring
- Led Confidential ’s Fed Memo response integrating 52 internal compliance groups and controls
- Integrated Merrill Lynch Asset Management into Confidential
- Manged teh transfer of assets from Lehman to Barclays Capital and segregating MBS securities
Confidential
Managing Director
Responsibilities:
- Negotiated Pilot with Citi GCB creating a payment pilot on teh credit and debit portfolio
- Partnered with MasterCard for a network issuer platform
Confidential
Senior Manager
Responsibilities:
- Maintained a $7 Million book of business with 40% margins and up to 100 resources in 3 countries
- Account lead for Standard & Poor’s developing and launching several utilities for pricing services, Ratings Direct, Fee Based Brokerage, Security to Entity Crosswalk.
- Developed industry counterparty SaaS utility with S&P, CUSIP, Reuters, Telekurs, and D&B
- Led teh portfolio management design for JP Morgan’s $6 trillion custody business including SaaS P&L, financial valuation, VaR, and stress testing serving over 200 pension fund clients
- Confidential II SME LGD, PD, EAD, and optimal treatment of MBS and ABS securitization
- Implemented several Algorithmics, Moody’s, and SunGard systems for MTM, stress testing, and VaR
- Addressed three open Audit MRAs by reviewing all loans, organizing documentation, verifying collateral, and perfecting credits resulting in teh shortest and cleanest internal audit to date
