Keith Greene Email & Phone Number

New York, NY, US

• Coordinate strategic and regulatory project efforts through ongoing communication with global legal, compliance, front office, operations, and technology teams
• Generate Business Requirements Documents outlining forthcoming regulations, their potential impact on the bank, and the internal transformation necessary to ensure regulatory compliance
• Direct implementation of reporting projects with internal business units and external vendors through all phases of project lifecycle to meet mandated compliance deadlines
• Manage operational execution of foreign exchange and interest rate derivative transaction reporting to comply with CFTC Dodd-Frank reform guidelines and similar regulations imposed by ESMA, MAS, HKMA, and ASIC

New York, NY, US

New York, NY, US

• Served as single point of contact for firm’s top-tier institutional clients
• Executed all OTC derivative operations functions associated with credit and interest rate products, including daily collateral, settlement, and reconciliation
• Managed daily collateral process, including monitoring counterparty exposure, issuing margin calls, and reconciling portfolios in accordance with CSA agreement and ISDA best practices
• Operated as primary escalation contact for valuation, documentation, audit and trade booking issues
• Partnered with sales and trading to determine potential growth opportunities and maintain strong relationships with clients
• Represented OTC derivative operations in semi-annual client meetings