Bryan Lorenz Email & Phone Number

Greenwich, Connecticut, Us

Paris, Fr

Provide account management for Listed Derivative/OTC clients on global markets including: trades & cash breaks, settlement issues, balance conversions, collateral management, brokerage/ interest queries, and cash adjustments. Function as single point of contact for customer queries (Interest, Commissions, Fees, Trade/Cash Breaks, etc.)Leverage Société Générale resources to meet client needs and foster exceptional professional relationship.Manage daily client margin calls and treasury reports. Client liaison regarding exercises/assignments, first notice and last trading day notification, expirations and physical delivery management. Develop and maintain custom client reporting (Credit Margination /Real Time Position Summary/P&L/Daily & Monthly Statements/Allocation/Automated Expiration Notification/etc.). Manage and analyze topday trade reconciliation with a focus on root cause analysis. Implement automation procedures to improve processes and workflow efficiency for business line and clients. Support and develop client relationships (Client Visits/Records of Client Issues/Service Level Reviews).Participate in and execute ad hoc projects/initiatives to improve workflow and processes. Demonstrate, promote and foster a strong working relationship with Business Lines, Operations and SG Colleagues.

Paris, Fr

Produced monthly financial results package for senior management containing analysis on key firm variances such as revenue composition by business lines, evaluations of trends, expense monitoring, volumes analysis by clients, etc.Worked with Accounting and Product Control in implementing better financial controls and solving management reporting issues.Tailored adhoc analysis and presentations in order to meet the needs of the CEO, CFO, senior management, internal and external auditors, etc. Assisted in producing run rate forecasts by reviewing vendor expenses, accrual processes, exceptional items, and project cost inclusion.Extensive knowledge and use of Oracle Business Intelligence, Oracle Hyperion, and Oracle Essbase.

New York, Ny, Us

Actively sought out new clients in order to bring new assets to the firm.Conducted in-depth research and analysis when developing client investment strategies. Managed client portfolios totaling $675,000Met with clients in order to asses their financial needs and goals.Series 7 and 66 licensed

Muscat, Om

Prepared capital budgets and controls for major expansion plans for 2012, which will double capacity and increase revenues to $1.3 billion. Current revenues are $795,000,000, generating an operating income of over 20%.Worked on implementing financial controls within key procedures throughout the company.Analyzed market fluctuations for raw materials that impacted the petrochemical industry.