Executive Director
New York, Ny, Us
• Head of Legal Trading Agreements (U.S. & Asia Pacific)• Founded and managed team of deal attorneys and professionals expert in negotiating and implementing ISDA Master Agreements, Credit Support Annexes, ISDA Protocols, OTC swap, futures and listed options clearing agreements, account control agreements, MSFTAs, MRAs, GMRAs, equity, credit derivatives and FX master confirmations, term sheets, investment management agreements, NDAs, netting agreements, guarantees, side letters and ancillary documentation.• Collaborated with senior management and other department heads on strategic planning and change management initiatives and sat on various committees to drive the derivatives business and operations.• Organized and led personnel and resources across functional areas to analyze, structure and execute new and complex transactions (e.g., CLOs, regulatory/initial margin, cryptocurrency futures, TALF SPVs).• Advised portfolio managers on transaction life cycle matters from RFPs through funding, launch, performance and return-of-capital stages.• Coordinated across global financing and trading desks, and compliance, legal, ERISA, tax, client relationship management and operations teams to carryout hedging and deal execution priorities.• Planned and ensured firm readiness to meet ongoing CFTC, SEC and ESMA regulatory initiatives (e.g., Dodd-Frank, 1940 Act, FINRA Rule 4210, EMIR, MiFID).