Finance & Investments Executive eager to contribute exceptional analytical, management, and client relations expertise toward supporting a bank or brokerage firm in optimizing bottom-line performance.

 

 

         Seasoned experience in driving middle office / back office operations for FX (Foreign Exchange), fixed income, money market and OTC derivatives.

         Excel in FX trading spanning client services, confirmations, pricing, statements, cash and treasury functions, nostro account reconciliations, and break reconciliation.

         Excellent blend of investigative, problem solving, business development, and client relationship management skills.  

         Sharp time management abilities; complete daily priorities according to deadlines, urgency, and special situations. 

         Reputation for integrity, professionalism, solid judgment, and decision-making talents.

         Self-directed and dependable; highly capable of working autonomously without supervision.

         Adept at managing, motivating, directing and supervising personnel.

         Bilingual C English and Spanish.

 

 

ForexManage, New York Office, 2007 to 2008

Sales & Marketing Executive  

         Proactively solicit potential clients to facilitate sales of state-of-the-art, real-time risk management and FX online trading software solutions.

         Exhibit a strong team player work ethic in assisting Research & Development team with analyzing, improving and enhancing product to precisely meet clients needs.

         Optimize product leveraging and positioning by researching and monitoring competitive activity.

         Relied upon to manage and supervise customer service and account management departments.

 

BNP Paribas, New York Branch, 2006 to 2007

Assistant Vice President & Product Manager C FX, Money Market & Fixed Income Operations

         Administered confirmations and settlements for Corporate, Institutional and Emerging Markets FX Activity.

         Effectively liaised with corporate office to expedite and streamline processing activities, system enhancements, and operational procedures.

         Directed, motivated, and managed eight employees, consistently emphasizing product knowledge, team cohesiveness, efficiency, and top-notch client service and attention.

         Merged outstanding communication and interpersonal skills to build and nurture relationships with industry vendors, financial institutions, and clients in Latin America and Mexico, vital to improving customer service and satisfaction, strengthening cost control, and boosting revenue growth.

         Capitalized on bilingualism to foster and maintain excellent relationships with Spanish-speaking clientele.

 

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Professional Experience continued

 

Fimat USA, LLC,  New York, NY, 2000 to 2006

Assistant Vice President C Foreign Exchange Operations

         Spearheaded FX Operations and clearing functions inclusive of FX Prime Brokerage Services, OTC FX Options and Bullion Trading.

         Critically analyzed, defined and implemented system upgrade strategies and cross-trained staff within Financial Market Operations.

         Played a pivotal role in initiating and streamlining FX Prime Brokerage trading.

         Navigated seamless client services by responding to requests and issues with statements, reports or margin calls.

         Supported middle office and other trading desks to ensure accuracy of deals booked, executed and settled.

         Steered legal compliance and initiated templates to automate process.

         Led system enhancements for FX and OTC Options including matrix to provide clients with accurate pricing feature for respective positions.

         Significantly elevated efficiency by launching S.W.I.F.T. electronic messaging and subsequent message matching applications to decrease manual processing.

         Slashed processing time and labor expenses by implementing computer confirmation of FX trading.

         Demonstrated exemplary multi-tasking expertise in concurrently directing Foreign Exchange Prime Brokerage clearing facility project.

 

Commonwealth Bank of Australia, New York, 1996 to 2000

Foreign Exchange Supervisor Settlements / Trading Assistant

         Exhibited strong organizational skills in meticulously administering daily FX functions including deal input, confirmations, investigations, payment processing and nostro reconciliations.

         Diligently reconciled firm FX exposure and positions daily, calculated P&L, and maintained daily trading volume and error log.

         Systematically established new standard operating procedures for reporting of FX activities and for first automated system used by bank for back office and risk control functions.

         Collaborated with back office in Sydney, Australia to investigate and rectify discrepancies.

         Performed FX order book tracking and confirmed orders to clients via Reuters.

 

Dresdner Bank A.G., New York, NY, 1995 to 1996

Foreign Exchange Options Specialist

• Independently processed all FX Options trades for international German Commercial Bank having assets close to $24B.

 

Prior background includes role as Foreign Exchange Department Manager, CS First Boston Corporation, New York, NY, 1992 to 1995.

 

 

Business Administration, Kingsborough Community College, New York, NY

 

 

Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), Reuters/EBS systems: Wall Street, Midas, S.W.I.F.T. and Accord matching, CLS, Kondor, GMI for AS/400, Bloomberg, FXALL, Misys, GTSS II, City Networks, ForexManage, Lotus Notes, Focus, Global Trader, Murex, Hotspot, Currenex, OPICS.