NYC based financial operations professional.

For the last past 9 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 1 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 I have served on the board of directors for 2 years, where I took an outdated accounting system and upgraded it to an online platform, creating better transparency, reporting and record keeping.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 is being held in Nashville, Tennessee.