Keith Wilson Email & Phone Number

Phoenix, AZ, US

Bay Area, CA

• Upon returning from overseas, primary focus turned to raising children and being the investment manager for family funds. Employ a long-term global macro approach to investment decisions, which includes equities, fixed.
• Served as interim President and COO, and member of the Board of Directors, of UnifiedMarket, a start-up developing an electronic alternative market trading platform for unlisted, private, restricted and illiquid.
• Member of the Finance Committee of a highly ranked private school, providing guidance and consult towards establishing a robust finance process and set of operating standards.
• Advised major European Bank regarding their Global Markets activities in Mexico, to assist in identifying and filling the gaps in their product offerings, business capabilities and stakeholder relationships.
• Advised boutique Brazilian risk advisory and money management firm regarding their risk assessment and client advisory strategies and approaches.
• Advised individual investor on a potential restaurant acquisition, including valuation, negotiation and contract structuring.

Sao Paulo, Brazil

• Co-leader of Global Emerging Markets Group, encompassing all facets of trading, sales, treasury and capital markets business lines, domiciled in 20 trading rooms across Asia, Latin America, Eastern Europe, London and.
• Spearheaded vision, strategy and execution for the amalgamation of all trading desks, product specialists, sales, research and support structures into an integrated group focusing on global emerging market clients.
• Transformed organizational structure, strategic objectives and focus, client and product mix, and market risk disciplines to align business with rapidly changing and evolving conditions and opportunities.
• CIO for multi-billion dollar global fixed income portfolio, together with directional, spread, curve and basis risk positions and hedges in the corresponding currency and interest rate markets of the underlying.
• Created global fungible risk management and limit structure to optimize and rationalize risk taking, profits and returns, resulting in a 33% reduction in capital usage, while maintaining profitability levels and client.
• Integrated over 100 trading professionals across 20 dealing rooms, creating a single team and a consistent global approach to risk taking and portfolio management.

Sao Paulo, Brazil

• Directed Global Markets organization for Latin America, including national, regional and functional managers. Developed and implemented an integrated approach to trading, treasury, risk management and client activities.
• Spearheaded vision, strategy and execution of a cross-product, cross-market platform, encompassing local currency fixed income, foreign exchange, money market, interest rate and currency derivative, and debt capital.
• Transformed organizational structure, strategic objectives and focus, client and product mix, and market risk disciplines to address gaps in product delivery, trading and risk management profiles, and overall business.
• Increased revenues by more than 85% and return on equity by nearly 300%, during a proliferation of economic crises and events.
• Introduced and implemented cross-functional client team delivery model, replacing a product-push sales approach with a solutions-based client advisory approach.
• Expanded client related revenues from $5 million to $30 million by aligning product mix, services and delivery channels with client needs.

Sao Paulo, Brazil

• COO and Managing Director of wholly-owned local merchant banking subsidiary, specializing in fixed income, FX, futures, interest rate and currency derivatives, structured finance and debt capital markets.
• Transformed business profile from a dedicated proprietary fixed income carry trade activity into a highly profitable and sustainable capital markets operation.
• Provided the strategic vision and execution leadership to revitalize the Bank's brand position, market presence, client base, product suite and delivery capabilities.
• Directed asset-liability structure, investment portfolio management, client risk advisory services, market making of currency and interest rate products, and indigenous debt capital markets.
• Doubled overall revenues and increased return on equity by 240%, in the face of the emerging market crisis of 1997-1999.
• Delivered a ten-fold increase in client revenues, by championing a customer-focused, solution-based sales culture, expanding the product suite, strengthening advisory services, and leveraging structuring and risk.

Hong Kong

• Hired to develop and implement a pan-regional approach to trading, treasury, risk management and client activities for all products, markets and geographies in the developing Asian region.
• Spearheaded vision, strategy and execution of a market leading, integrated, cross-product, cross-market platform, encompassing local currency fixed income, foreign exchange, money market, and interest rate and currency.
• Directed over 60 trading and sales professionals domiciled in eight countries within the region.
• Enhanced revenues by 135% and bottom line by 80% by implementing a region-wide integrated strategy & structure, and addressing gaps in product delivery, trading and risk management profiles, and overall business.
• Tripled client revenues by delivering a customer-focused solution-based sales culture, expanding the product suite, strengthening advisory services, and leveraging risk warehousing capabilities.
• Converted peripheral, transaction-oriented derivative business into a core component, achieving market leader position.

Hong Kong

• Established de novo regional platform to provide Asian currency denominated risk management products to global client base.
• Formulated business model and strategies for the development of a regional center of excellence for Asian currency derivatives and structured products.
• Convinced senior management of its competitive advantages from client, product development, trading and risk management perspectives, and moved to Hong Kong to launch this new initiative.
• Defined and implemented front office infrastructure, including market and counterparty risk limits and reporting, systems modifications and trading capabilities.
• Developed and implemented yield curve construction and swap pricing and hedging methodologies, prior to any market standards being in existence.
• Launched and managed local currency price making and risk warehousing swap books.

Bangkok, Thailand

• Full accountability for all aspects of treasury and capital markets activities in Thailand, including strategic planning and implementation, client and product selection and delivery, market-making, trading, sales and.
• Directed asset-liability structure, loan and deposit pricing, investment portfolio management, foreign exchange, fixed income and derivatives in the local currency.
• Restructured skeletal treasury operation into a dynamic, highly successful, professional trading room, becoming a market leader in and provider of local currency denominated products.
• Increased profits ten-fold and customer-related volumes fifteen-fold.
• Introduced domestic currency and interest rate derivatives, arbitrage trading, and structured finance.
• Pioneered baht basket trading, opening new avenues for investors, significantly increasing portfolio flows for the country.