Patrick C. Email & Phone Number

Charlotte, NC, US

Charlotte, North Carolina, United States

Charlotte, North Carolina, United States

Charlotte, North Carolina Area

Developed and enhanced existing stress-testing models and calibration methodologies covering the Bank credit products suiteStrong understanding of stress-testing models, both internal and regulatory requirements and knowledge of financial products (FX, derivatives, deposits, commitments, loans, etc) Produced in depth analysis of stress testing results and.

Charlotte Metro

The AVG Total Access Fund provides individual investors access to an actively managed venture portfolio. One of our broadest and most diverse funds, investors own a portfolio of ~200-300 deals diversified across sector, stage, and geography. We co-invest alongside established venture capital lead investors.We are an experienced, diverse community of over.

United States

Helped American Efficient, one of the largest energy efficiency resources (EER) providers in the US, identify and prioritize additional EE value streams to monetize outside of current energy capacity business

Charlotte, North Carolina Area

Collaborated with senior business professionals in enhancing liquidity planning, liquidity stress testing models, limit setting methodologiesAssisted as needed, with the review and challenge of existing liquidity models such as Internal Liquidity Stress Testing (ILST), Resolution Liquidity Adequacy and Positioning (RLAP) and Resolution Liquidity Execution.

Charlotte, North Carolina Area

Designed and developed new processes for liquidity risk measurement and analyticsLed high-quality work products within expected time-frames while managing multiple prioritiesPerformed liquidity risk analysis and analyze the impact of interest rates on the firm’s balance sheetExecuted projects to investigate and improve the risk representation of the Firm’s.

Charlotte, North Carolina Area

Worked with team members to understand new products and new counterparty risks being incurred by the trading desks and to understand relevant business and risk requirementsPerformed data analysis for various risk projects for Central Clearing of interest rate swaps, FRA, CDS/CDX, NDF and futures products and define data validation rules and default.

Research Triangle Park

Assisted the trading desk with respect to representing complex deals in the P&L/risk reporting systems and reviewed for accuracyReviewed and reported on new deals activities and their impact on the P&L and banks risk profileInteracted with Trading, Technology, Operations and Finance colleagues to formalize PnL in a timely controlled fashionProvided quality.

Raleigh-Durham, North Carolina Area

Elicited and documented requirements with support of our subject matter experts, using interviews, documents analysis, and use cases scenariosManaged projects standards through effective risk management according to the division SOP and other policiesProvided ad-hoc analytic reports using SQL and ExcelCreated custom reports and processes to support new.

Cary, NC

Provided Regulatory Report (Quality control, SEC compliance, quick turnaround)Complied with the SEC new regulations on summary and statutory prospectuses and reportsPreformed proxy services for many funds within the regulatory windowExamined information to figure out what is relevant to the problem and what methods should be used to analyze.

Abidjan, Ivory Coast

Implemented an internal control unit and internal auditing processesAssessed financial operations and made best-practices recommendations to managementForecasted and monitored the country office budgetParticipated in monthly internal reportingEnsured compliance with accounting procedures vis a vis the funding agency policyCash-flow management, account.

Master Of Business Administration - Mba

Master Of Science - Ms, Information Science

Activities and Societies: http://www.asis.org/

Bachelor'S Degree, Finance

Activities and Societies: Phi Sigma Pi National Honor Fraternity, NC State University Student Government Body, Personal Finance Club.