Chief Operating Officer Resume
SUMMARY:
Capital markets senior executive developing businesses, technology platforms, restructuring entities and driving/en new technologies across the fintech industry, sell side banks, management consultancy and derivative software firm. Proven track record in business and technology development that is quantified with revenue growth, operating efficiencies and cost savings.
CORE COMPETENCIES:
- Blockchain technology
- Capital markets product knowledge
- Business re - engineering
- Execution of architecture simplification
- New business development
- Vendor solutions knowledge
- Management consulting
- Agile development & SDLC
- Project management
- Budgets
- Metrics reporting
PROFESSIONAL EXPERIENCE:
Confidential
Chief Operating Officer
Responsibilities:
- A fintech start-up that was to build national payment blockchain solutions leveraging existing payment rails.
- Set the firm’s strategy, offering, business development, product, staffing, and other start-up functions.
- Developed the firm’s EIPS (Enhanced Information Payments System) that allows the upload of documents onto an interbank payment network using existing payment protocols.
Confidential
Independent Strategic Advisor
Responsibilities:
- Architected a functional and technical end state solution for the investment bank across fixed income assets including an actionable 24+ month multi-phased implementation roadmap for residential mortgages.
- Designed a scaled solution for data, regulatory and business process requirements.
- Developed new business support model for European mortgages.
Confidential
Managing Director
Responsibilities:
- Architected the business & technology support model to support the assets, developed business models to maximize the portfolio for settlements and claims made to the estate.
- Direct savings yields of $50+mm on application consolidation year 1.
- Application consolidation occurred over 24-30 month period yielding another $30mm in second and third year.
- Selected and implemented a derivatives platform (Calypso) for pricing and risk.
- Migration of 500K+ trades across rates and credit via vendor hosted facilities (SaaS).
- Business development ( Confidential - legacy asset management co) whereby I leveraged all business processes and technologies to spin-off a distressed asset management firm.
- Big Data - established a framework for wind-down purposes of the firm’s 11Tb of data for analysis against counterpary portfolio, marks, market data and risk.
- Vendor management - responsible for all business related vendors. Direct savings of $5-7mm / yr.
- Managed all budgets including forecast for long tem legal phase of bankruptcy.
- Analyzed hedge fund administrators and selected Citadel Solutions (now Northern Trust Hedge Fund Services).
- On-boarded cross asset classes, bank accounts, securities and built-out an independent data center for custom development.
Confidential
Strategic advisor
Responsibilities:
- Analyzed, selected, structured and initiated the execution plan for LBHI’s business and technology migration plan along with a simplification program for asset unwind.
Confidential
Managing Director
Responsibilities:
- Lead global residential MBS expansion.
- Architected a strategic MBS risk program across multiple asset classes.
- Set-up a business model on a residential mortgage auction process for U.S. Treasury under TARP.
Confidential
Director
Responsibilities:
- Head of Confidential whole loan to securitization plus credit derivatives trading.
- Led new business development on residential RMBS expansion in Asia and Europe.
- Driver of the strategic business & technology processes of all single name/index CDS ABS trading strategy (new product class).
- Owned executive reporting team of all metrics to executive board for the fixed income securitized products.
- Developed staffing deployment plans to near-cost center
Confidential
Director
Responsibilities:
- Reengineered the residential mortgage warehouse lending business.
- Built a new technology platform with a portfolio growth from $2b to $13b.
Confidential
Senior Manager
Responsibilities:
- Lead the N. American development of the capital markets practice.
- Developed firm’s offering on eBusiness trading platforms with bank trading systems.
Summit Systems
Senior Business Systems Analyst
Responsibilities:
- Business lead for the development and implementation of the Confidential platform.
- Pre-sales, business development, management consulting, implementation specialist.
Confidential
Financial Risk & Valuation Strategy Consultant
Responsibilities:
- Provided market risk advisory and derivative valuation services to global financial institutions.
