NYC based financial operations professional.

For the last past 10​ years I have been working for New York Life Insurance Company in their fixed income investment services department with about $225bn AUM. I have worked in two group, BankLoans/Leveraged Loans and Derivative Operations.

BankLoans/Leveraged Loan

• Operationally maintained about 5bn in par across 9 CLOs.
• Monitored triggers per each indenture via CDOnet.
• Processed all activity such as rollovers, paydowns, corporate actions on each loan.
• Monthly reconciled CLOs to each custodian bank.

Derivative Operations

• Maintain 1,800+ positions
• Oversee 1,000+ yearly trades (DTCC, Cleared, and Bilateral)
• Daily margin 5 entities across 20 counterparties
• Sent $7bn in 4,000+ wires annually 
• Work with 9 FCMs and 2 CCP

I believe a conviction for accountability and authenticity produces growth that has a positive impact on the both the community and performance. 

Projects:

• Upgraded internal wire and ticketing system to have better controls and work flow.
• Automated processes to reduce manual work and human error.
• Streamlined reports to Controllers and Treasury groups.
• Created reconciliations between trade and accounting platforms.
• Quarterly compile department wide statistics to present to management.
• Assisted in on-boarding our trading platform.

Additional info:

 Since 2009 I have been a member of Gotham Knights Rugby Football Club. I have served on the board of directors for 2 years, where I took an outdated accounting system and upgraded it to an online platform, creating better transparency, reporting and record keeping. In 2014 I became a certified referee with USA Rugby. In addition, I traveled to Sydney, Australia to compete in the Mark Bingham Memorial Cup, the largest amateur rugby competition in the world. In 2016, the Cup was held in Nashville, Tennessee where my team took home the Bingham Plate.

Hobbies:

One of my favorite hobbies is travelling and experiencing new and different cultures. Some of the places I have been: China, Hungry, Czech Republic, Amsterdam, London, Panama, El Salvador, Guatemala, New Zealand, Australia, South Africa, Jordan, Israel, Canada, Mexico.

As of April 2017 I am a certifed open water diver and have dived in both Mexico and South Africa. I am hoping in 2018 to get my advanced open water certification in the Galapagos Islands.