Luis Gomez Email & Phone Number

Salt Lake City, Utah, United States

Salt Lake City, Utah, United States

Salt Lake County, Utah, United States

Greater Salt Lake City Area

Currently managing Customer Advocacy and Support, ensuring SPS is compliant with state and federal regulations while providing first class customer service by providing timely responses to thousands of customer inquires per month.* Provide direct management and coaching for over 50 associates including 3 team managers, 4 supervisors, and an additional 20+ offshore personnel.* Consolidated over 10 different static reports to one dashboard using a combination of SQL, VBA, and Access databases, all created from scratch. Submitted several upgrades to real-time reporting giving managers the ability to make informed decisions throughout the day.* Organized daily workflow Operations by replacing a daily static report with an automated, real-time solution through the use of Excel Power Pivot, SQL, and MS Access. This initiative drives the team's 99.5% accuracy rate.* Prioritize coaching and career development for the team. I deploy a servant-leader management style and strive to provide each member of the team the tools they need to strike a work/life balance while advancing their career* Led a sprint project with the team and IT to move the 50 person team from 100% in office work to 85% working from home within 7 business days.

Baltimore, Maryland

Provided oversight and management of the FX Settlements team, ensuring timely settlement of both internal and client facing cashflows and built a business intelligence infrastructure for the global team.* Rebuilt FX Settlements team from a team of 8 to 16 and hired staff with mixed industry experience, including two first year team managers. The Global Settlements team awarded promotions to FX team members in 2017 and 2018.* Managed complete overhaul of team's operating model, streamlining individual tasks, increasing efficiency and reducing time to train as well as increasing new hire readiness by 25% andcontributing to the reduction of reportable incidents by 65% year over year.* Team reduced its global KRI profile by 50% year over year in Q4 2018 through increased focus on aged fails and a realignment of the team's workflow.* Partnered with IT to build a settlement database which provides the ability to answer questions from clients immediately and execute decisions based on data. Analytical insights provided have reduced manual volume by over 10% in 2019.

Greater Salt Lake City Area

Created and led project to build Alteryx canvas to automate generation of pre-settlement notices for fixed income Derivative Settlements, globally saving 8 work hours per day.* Built workflow to automate daily data submissions to FINRA, blending an Alteryx canvas with an AutoHotKey program, automating most of the process and saving team 4 hours per day, with zero IT investment.* Collaborated with global Business Intelligence Team and senior managers to develop Derivative Settlements' first published Tableau Dashboard, giving users the ability to monitor RQ daily instead of weekly and combining fail/break reports for 5 Derivative products, reducing amount of daily reports from 7 to 1.* Pioneered Derivative Settlements' Datamart integration and partnered with team members and managers to create custom SQL queries allowing team to analyze volume trends and create invoicing models. Datamart usage reduced the team's reliance on IT data queries, creating the first opportunities to make data driven decisions.

Greater Salt Lake City Area

Managed the Credit Derivatives Settlements team with a primary emphasis on team building and migrating settlements work to the Salt Lake City region.• Supervised over one hundred million USD equivalent in payments and receipts per day and closely monitor counterparty fails• Ensured quality and completeness of team’s work and serve as the escalation point for internal and external teams• Approved large money movements as well as other high risk actions performed by team• Payment, Derivative, and Process subject matter expert in behalf of the firmStrategic Leader • Created a common convergence strategy and framework to be implemented across the SLC office while working on SLC Operations convergence committee• Identified and executed projects and initiatives which would achieve firm goals while weighing risk management with resources (Business Process Management)• Guided the evolution of department and division wide policies and procedures• Generated and direct initiatives to enhance our client’s experience inclusive of liaising with the trading desks and visiting clients while serving as member of the Derivative Operations Client Experience Group• Represented team while communicating and liaising with other leaders, most outside of Salt Lake CityPeople Manager• Individual development (coaching and performance reviews) for analysts and associates with diverse experience and backgrounds. This has led to multiple talent exports from my team to others• Resourcing (leveraging skills and capabilities to team and firm needs)• Interview on behalf of the firm and participate in campus recruiting• Mentor individuals within the firm

Albuquerque, New Mexico Area

Naples Area, Italy