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Pat Szewczyk Email & Phone Number

Chief Product Officer at finzly
Location: Charlotte Metro, United States 8 work roles 2 schools
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Current company
Role
Chief Product Officer
Location
Charlotte Metro, United States
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Who is Pat Szewczyk? Overview

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Pat Szewczyk is listed as Chief Product Officer at finzly, a with 42 employees, based in Charlotte Metro, United States. AeroLeads shows a matched LinkedIn profile for Pat Szewczyk.

Pat Szewczyk previously worked as Senior Vice President, Swap Dealer Delivery Manager at Truist and Foreign Exchange Business Manager at U.S. Bank. Pat Szewczyk holds Master Of Business Administration - Mba, Finance from Northwestern University - Kellogg School Of Management.

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finzly

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About Pat Szewczyk

An accomplished senior technology leader with a history of performance in the financial services industry supporting sales, trading, risk management, settlement of foreign exchange, commodities, interest rate and equity derivatives. Proven track record of increasing efficiency and profitability by using technology, process improvement and cost management. Demonstrated skills in identifying risks and recommending creative solutions to insulate business from risk exposure. Proven ability to manage project execution and maintain positive internal and external relationships. Completed 2-year expatriate assignment in Europe and Asia.__________________________________________________KEY ACCOMPLISHMENTS- Successfully completed the merger of the Swap Dealer for Suntrust Bank and BB&T into Truist Bank,

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finzly
Finzly
Chief Product Officer
charlotte, north carolina, united states
Employees
42
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8 roles · 39 years

Pat Szewczyk work experience

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Chief Product Officer

Current

Charlotte, North Carolina, United States

Jul 2024 - Present

Senior Vice President, Swap Dealer Delivery Manager

Atlanta, Georgia, United States

Managed technology and over 100 teammates that supported all businesses under the Swap Dealer.Improved efficiency, transparency and quantifiable metrics by successfully converting 5 technology teams to an agile project methodology from a legacy waterfall methodology.Defined and directed the conversion of the Swap Dealer for the merger of Suntrust Bank and BB&T to Truist Bank. Truist Bank is the largest US bank merger since the 2008 market crash. Truist was declared a swap dealer, requiring compliance with all associated regulations at conversion.Created a 3-year roadmap for the Swap Dealer that defined a target strategy that streamlines the technical environment. This effort creates a nimble infrastructure that supports growth and adapts to changing business and regulatory environments.Contributed technical due diligence for target companies in support of internal M&A activities.

2016 - Dec 2023

Foreign Exchange Business Manager

Charlotte, North Carolina Area

Vice President, FX Business Manager, 2012-PresentManaged FX Strategy focused on new solutions, alignment of technical environment and operational support.Assessed current state of FX business including capabilities, technologies and business partners. Driven by identified gaps and specific areas for upgrade, defined a target strategy for the FX business utilizing new products which require system changes, new processes and upgraded partners. This multi-year effort will provide the business with the foundation to support continued growth and a nimble infrastructure to adapt to a changing business and regulatory environment.

2012 - 2016 ~4 yrs

Foreign Exchange Technology Manager

Charlotte, North Carolina Area

WELLS FARGO BANK N.A (Formally Wachovia Bank) Charlotte, NC 2005 -2012Vice President, FX/International Treasury Technology Manager, 2009-PresentDirected all aspects of FX and ITM technology groups including technical strategy, business solutions, global deployment and financial management. Managed a team of over 180 worldwide, developed a strategy to expand team by identifying key talent from industry and blending 2 bank’s cultures into one successful organization.Developed innovative solutions for a growth business with multiple product lines, to create scale, efficiencies and enhance profits. These solutions support a business requiring 24x6 availability, executing 1000’s of transactions with a notional value of over $8BB daily.Defined technical approach with solutions from distributed to mid-range, running technologies requiring low latency solutions to Java to RPG, across Oracle, Sybase, SQL and DB2 databases. Expanded technical expertise across environments to support users from Hong Kong to San Francisco.Managed vendor relationships, including reviewing performance, support and negotiating terms and conditions for agreements and licenses.Designed solutions to insure compliance with risk, audit and regulatory guidelines, including Sarbanes Oxley and Dodd-Frank requirements.Implemented real time system monitoring to facilitate support, analysis and improve system health.Managed integration of offshore QA model and automated regression testing for the FX/ITM technology team. Target savings of $700K per year.

2005 - Nov 2012

Commodity Technology Manager

Vice President, Commodity Technology Manager, 2008Designed and managed commodity technology solutions to support trading of OTC and exchange traded commodities and physical natural gas, storage and settlement.Partnered with business executives to understand strategic objectives, provided technical design to scale and align with business target state.Stabilized fragile technical environment. Directed analysis of technical platform, corrected vendor priorities, enhanced release management process and instituted procedures for maintenance to improve system health.

2008 - 2009 ~1 yr

Foreign Exchange Business Development Manager

Support FX business as a liaison with the technology organization and managed quality assurance and support teams in FX Technology. Developed offshore QA program, resulting in lower cost structure, efficiencies through test automation, improved quality of production releases and extended workday. Result was 100,000 automated test scripts within 16 months across 10 FX applications, saving $3MM in 4 years.Created and implemented offshore production support model that aligned with 24 hour FX business. Provided oversight to system processes and supported global businesses. Addressed over 98% of all issues; resulted in $4MM in savings over 4 years.

2005 - 2007 ~2 yrs

Financial Services Consultant

Symphoni Interactive

SYMPHONI INTERACTIVE Charlotte, NC 1999-2005Managing PrincipalFX Option Trading system analysis at Wachovia Bank. 2004-2005Defined pricing and risk tool requirements and delivered tactical system solutions to improve risk management, system performance and better option valuations. Wachovia – South Trust merger of Retirement Services and Wealth Management. 2001-2004Directed communication required to satisfy regulatory requirements to retirement plan sponsors and participants. Oversaw conversions for employee benefits and securities servicing.Managed FX Option system implementation at Wachovia Bank. 1999-2001Developed requirements for online trading solution, created and implemented pilot program that resulted in several enhancements prior to broad release.

1999 - 2005 ~6 yrs

Trading Associate

O'Connor & Associates

SWISS BANK CORPORATION Chicago, IL 1988-1992Merger Integration Manager, 1990 – 1992Managed the buildout of offices to support FX option business that transacted $3 BB daily. Directed build out of trading desk, sales and operations offices in Singapore, Tokyo, Frankfurt and London. This included developing operational procedures, trained sales and ops staff in Singapore, Tokyo, Frankfurt and London.Built out Middle Office; developed requirements and designed process to support reporting of risk, P/L and operational information to management.Trading Associate, 1988 - 1990Senior Trading Associate on FX options desk, supporting traders on the PHLX, OTC and CME.

1988 - 1992 ~4 yrs
2 education records

Pat Szewczyk education

FAQ

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What company does Pat Szewczyk work for?

Pat Szewczyk works for finzly.

What is Pat Szewczyk's role at finzly?

Pat Szewczyk is listed as Chief Product Officer at finzly.

Where is Pat Szewczyk based?

Pat Szewczyk is based in Charlotte Metro, United States while working with finzly.

What companies has Pat Szewczyk worked for?

Pat Szewczyk has worked for Finzly, Truist, U.S. Bank, Wells Fargo, and Wachovia Bank Na.

How can I contact Pat Szewczyk?

You can use AeroLeads to view verified contact signals for Pat Szewczyk at finzly, including work email, phone, and LinkedIn data when available.

What schools did Pat Szewczyk attend?

Pat Szewczyk holds Master Of Business Administration - Mba, Finance from Northwestern University - Kellogg School Of Management.

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