Enlisted to improve and manage the middle office for the precious metals division of a global comglomerate. Monitor the precious metals portfolio risk profile and make any recommendations to management regarding possible actions to take based on the current market conditions. Serve as the acting liaison and advisor between the systems group and the front, back, and middle office.• Assist head option trader with monitoring the option portfolio position, greeks, VaR and P&L.• Prepare daily P&L summaries through price verification and position reconciliation.• Resolve/reconcile P&L issues raised by front office personnel in a timely manner.• Daily reporting of credit risks with outside counterparties.• Manage margin collateral with banks and customers on a daily basis.• Identify areas of improvement and implement new procedures and tools via spreadsheets to change existing process flows to ensure efficiency and cost reduction for the department.• Collaborate with IT to provide requirements for trading system enhancements.• Serve as key liaison to Senior Management, providing analyses and advice on regulatory and control matters.• Perform month-end close, analysis, and collaborate closely with the accounting department for balance sheet reporting.• Set up newly traded products to ensure that the correct P&L and risks are captured.• Performed ad hoc projects as upper management requires.Selected Contributions:• Entrusted with the key role to improve upon and implement a risk monitoring framework for supporting a growing options trading portfolio.• Extensively involved with the process of identifying and reporting any Dodd-Frank swaps to satisfy regulatory rules.• Boosted back-office productivity and cost savings for the firm by forgoing purchasing a separate confirmation sending program and creating an in-house macro to automatically send out daily trade confirmations. Thus reducing the process of sending out client confirmations from hours to minutes.

Selected to develop and manage the middle office of a global precious metals trading group specializing in trading options, futures, forwards, foreign currency, and physicals. Serve as the acting liaison and advisor between the systems group and the front, back, and middle office. Perform ad hoc projects as requested by senior leadership.● Support a global team of 25 traders and sales team in booking, validations, and any issue related to front office systems● Accountable for handling transactions and reference data, booking trades and amendments and handling lifecycle events.● Accountable for daily production and reporting of trading position, PnL, market risk limits and daily VaR to the front office and management.● Review and reconcile daily PnL, risk and VaR exposure. Troubleshoot any PnL or position discrepancies with the front office. ● Work closely with backoffice to investigate and resolve any issues causing breaks or failures for the business.● Set up newly traded products to ensure that the correct instrument valuation, PnL and risk is captured accurately. Ensure that all middle office processes are completed daily and in a timely manner.● Streamline front, middle and backoffice operations by developing and implementing macros in Excel.● Maintain the credit lines for trading counterparts and perform daily reporting of credit risks.● Manage margin collateral with all counterparties.Selected Contributions:● Entrusted with the key role to build out and implement the Middle Office functionality for two system implementations, Murex, and OpenLink. ● Extensively involved with the compliance to Dodd-Frank as a Swap Dealer.● Boosted back-office productivity by creating a macro, which reduced the process of sending out client statements from 24 hours to down to two hours.

Chosen by a proprietary stock trading firm to maximize profits by performing daily stock trades; using industry research; and monitoring stock position, market behavior and the daily news. Reviewed and resolved any trade discrepancies, took daily positions in the listed equities market and participated in daily trading strategy meetings.● Reviewed and resolved any trade discrepancies, took daily positions in the listed equities market, and participated in daily trading strategy meetings.Selected Contributions:● Generated an annual average return of $85k-90k through the management of a trading capital allocation of $250k.

Co-managed gold and silver portfolios.● Managed and executed customer OTC orders in excess of $100M in both spot, forward and options.● Executed foreign exchange trades in AUD, CAD, NZD and JPY for hedging currency risk for the portfolios.● Assisted marketers in updating customers on current market conditions.● Worked cooperatively with the marketing team to produce presentations for customers.● Updated various databases of critical market information for analysis.Selected Contributions:● Developed databases for market data input in Microsoft Access.● Accountable for the creation of the daily and monthly market reports for distribution to a customer base of 100+.

Recruited for technical knowledge to provide hardware and software support for a department with 50 PC platforms (including Apple, Windows, and Unix) for a leading accounting firm.● Quickly resolved system issues and installed/tested software applications prior to production.● Performed routine archiving and backup of the file server on removable media.Selected Contributions:● Setup and maintained a production Lotus Notes server.● Trained over 150 E&Y Auditors on proprietary marketing software for client proposals over a 2 day seminar.● Developed and maintained a file organizational structure for the entire National Communications Department with 100+ end-users.