Eugene M. Email & Phone Number

New York, United States

New York, New York

• Actively participate in business development including managing sales staff, implementation of sales strategy, growth initiatives and personally maintaining existing client relationship.
• Lead on debt and equity capital raise rounds, successfully raising over $10m in capital.
• Lead M&A effort resulting in an acquisition and a successful exit for founders, employee option holders and shareholders.
• Managed the growth and scaling of the business from $2m to $12m in SaaS sales and from 8 to 40+ employees in 3 years.
• Responsible for overseeing all corporate day to day operations including managing accounting, accounts payable, accounts receivable, invoicing, expense management, human resources, contract management, procurement and.
• Implemented accounting, revenue recognition, billing, expense management systems and HRIS systems to create control and assist in efficiently scaling the business.

Greater New York City Area

• Reported to the head of America’s rates trading desk as a COO to manage and support 27 traders and 23 people in Sales and Structuring in treasuries, Swaps, Options and Exotic Rates on a daily operational basis and.
• Created and implemented a strategy to reduce spending by $150m, Balance Sheet usage by $10bn in 2013 to become more capital efficient and to meet Basel3 RWA requirements.
• Created a systems of controls for management to monitor sales and trading activity, and to ensure all due diligence and supervisory tasks are performed to prevent errors, fraudulent trading and ensure that the trading.
• Assisted traders and sales in understanding and becoming compliant with Dodd-Frank regulations including mandatory clearing, implementation of SEF trading and mid-market price quoting.
• Performed all financial analysis and financial planning for the trading desk including managing a $1.2bn revenue and $700m expense budget while regularly working to adjust the business strategy in accordance to the.

New York; Zurich

• Advised internal clients (Americas Region Country Managers) on enhancing the financial reporting processes, regulatory reporting processes and P&L analysis for the Americas region as well as represented clients at.
• Analyzed an $8billion (2011) P&L for profitability and high capital requirements due to risk exposure of key business in the Americas for the Regional CFO.
• Led project to developed profitability reporting, performance valuation models and financial planning models for internal clients in the Americas region.
• Analyzed CS Private Banking America’s profitability for Americas Senior management, identifying key areas to improve profitability by over $75m annually through consolidating roles to reduce headcount, outsourcing.

Greater New York City Area

• Managed an annual expense budget of $9 billion for the Citigroup O&T division.
• Led team’s efforts to do manage the O&T business by creating various financial models used for corporate planning, analysis and reporting; resulted in cost savings of $20m annual.
• Managed and coordinated the financial reporting process of all Citigroup O&T divisions.

Mba, Finance; Banking

Education record