Kevin Lunny Email & Phone Number

Berwyn, Pennsylvania, United States

• Alpha Front to Back Solutions
• Provide detailed business analysis and advice to clients (internal and external) on current and future state alpha F2B operating models.
• Liaise with stakeholders in order to establish and document implementation requirements specific to in scope services, develop “use cases” to document requirements.
• Maintain an excellent working knowledge of the STT F2B product offering to perform subject matter expert activities, consultancy, implementation configuration and demonstrations specializing in IBOR & Investment.
• Ongoing business requirements analysis to align project expectations.
• Analyze and document any derivation, workflow and enrichment required for the solution.

Charlotte, North Carolina Area

In this role I support trading and sales on the bond desk where I serve as an internal Client Services Representative for fixed income managed investment businesses. This includes supporting trades for High Yield and High Grade securities for Institutional Asset Managers and Hedge Funds, with thousands of secondary market and syndicated trades. I manage.

Greater Pittsburgh Area

At PNC I managed a team of four developers to design and implement 14 new automated reports for Finance and Treasury to meet FRB/SEC requirements for Dodd Frank and Liquidity Coverage Ratio legislation. This included translating business requirements, serving as subject matter expert on reporting and balance sheet requirements, supervising development.

Charlotte, North Carolina Area

CCM is an independent broker/dealer that provided access to new issue fixed price callable agencies to Bank Portfolio Managers, using part of the selling concession to pay for third party research. I was hired to establish a Corporate and Municipal Syndicate Desk to participate in underwritten and selling Groups.

Charlotte

I served with Wells Fargo and subsidiaries over several years through multiple acquisitions (consolidated to Wells Fargo here for simplification). In this role I managed the East Funding Desk and liabilities portfolio ($800B+), managed the daily funding position (commercial paper, CDs, repo, money market products), and collaborated with the Asset Desk for.

Charlotte, North Carolina Area

In this role I was a member of a team that integrated Wachovia’s central funding management into the Wells Fargo platform after the Wachovia acquisition. I managed a team of three traders responsible for short and long-term bank debt, repo bank portfolio securities, and the institution’s reserve position for balance sheet liabilities. I also contributed to.

Charlotte, North Carolina Area

I managed a Funding Desk and led a trading team with oversight for wholesale liability pricing and issuance, borrowing from three FHLB districts, daily funding position, and reserve position and Fed account. I served as Chair of the Debt Committee to oversee bank term debt issued by non-Treasury units (e.g. instruments linked to various market indicators).

Philadelphia / Charlotte

As a Bank Funding Leader I conducted wholesale funding activities to meet balance sheet and liquidity requirements at lowest cost.