Merger integrations specialist within the Middle Office at First Citizens Bank. Current projects include the CIT/First Citizens merger and the SVB/First Citizens acquisition.Areas of focus are OTC collateral monitoring, front office positional reporting, counterparty exposure reporting, and OTC clearing and reconciliations.

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•Outsourced an MBS/RMBS Product Control function from New York City to Mumbai, India. •Created detailed procedures and flow chart documentation. Trained new staff on daily and month end procedures. •Added process improvements and time saves to daily/monthly product control functions.

•Smart sourced an MBS/RMBS Product Control function from New York City to Buffalo, New York. •Created detailed procedures and flow chart documentation. Trained new staff on daily and month end procedures. •Added process improvements and time saves to daily/monthly product control functions.

Smart sourced the middle office migration functions for Derivatives, Credit Trading, CLOs, and Market Data Operations from the Market Risk department, New York to the Jersey City, New Jersey Operations department. •Manage the Middle Office P&L functions for the Derivative Trading and Credit Portfolio Management Desks which trade Treasuries, Repos, Futures, Spot/Forwards, Options, Interest Rate Swaps, Swaptions, Cap/Floors, Credit Default Swaps, and Collateralized Loan Obligations•Supervise the reconciliation and investigation of P&L differences between subledger and General Ledger•Oversee the production of nightly P&L estimates and reporting of actual daily P&L to the Front Office Trading desks •Calculate monthly Collateralized Loan Obligation prices using the Monte Carlo model and update prices to the General Ledger to reflect the current change in the mark to market for the Held to Maturity and Available for Sale securities•Manage the external market data collection of prices, rates, and volatilities to feed the bank’s market data repository for all firm’s positions using vendor sources such as Bloomberg, Reuters, and Markit Partners•Coordinate and execute User Acceptance Testing (non production environment testing) before the release of new products, enhancements, and new system integrations•Train associates on product knowledge, P&L processes, and market data responsibilities

Assistant Vice President, Prime Brokerage Project Manager•Managed all Prime Brokerage product control project implementations which include new system releases, system enhancements, new trading strategies and new foreign exchange currencies•Drafted Business Requirement Documents for each project and obtained approvals on documents from key stakeholders (e.g. Compliance, Market Risk, Tax, Product Control)•Created process maps detailing front office to back office processes and controls using Microsoft Visio•Facilitated appropriate resolution of project issues and ensured project deadlines were met, including obtaining signoffs from all business support partners on completion of projects

Repo Global Funding Middle Office P&L Manager•Built the Middle Office platform for the Repo Global Funding Desk as Middle Office functions transitioned from North Carolina to New York and managed the system integration of bank’s merger with Merrill Lynch and Countrywide•Managed the Middle Office P&L functions for the Global Funding Desk which trade Treasuries, US and Non Dollar Repos, Futures, Options, and Interest Rate Swaps•Supervised the production of P&L estimates for the trading desk and P&L reconciliations between subledger to General Ledger and estimated P&L to actual P&L •Produced commentary on P&L movements. •Ensured accuracy of house and customer bids on US Treasury Auctions with the Federal Reserve Bank•Built Mark to Market P&L and Fair Value reporting for estimated and actual P&L

Treasury Trading Desk•Executed all Treasury Auction procedures with the Federal Reserve and booked all awarded allotments•Booked all incoming broker and sales trades into the Front Office’s trade blotter for Trader’s view of P&L and risk

Bond Option Pit, CBOT•Booked and checked US Treasury Options for pit Trader’s trade blotter•Reconciled all closing positions from trade blotter to clearing system and generated daily P&L for Traders

Student-teacher - college advanced English

Congressional Intern. Ways and Means Committee and Foreign Affairs.

Futures and Options Department.

Employee Stock Option Department.