Patrick Straub, Mba Email & Phone Number

Charlotte, North Carolina, United States

Charlotte, North Carolina, United States

Charlotte, North Carolina

Managed the Calypso v15 application upgrade in collaboration with Business, Operations, and Technology stakeholders to prevent disruption to trading and normal business operations Led the development of a strategic roadmap with senior management to better assess and prioritize incoming projects. Effort includes reviewing risk and conducting cost analysis with various Middle Office managers to ensure viable change is aligned to broader strategic prioritiesOversaw the implementation of a replacement Confirmations platform servicing multiple asset classes including Rates, Credit, Equities, Commodities, and FX. Initiative includes merging internal and external Technology solutions prior to decommissioning the existing vendor platform to prevent disruption to daily business activitiesLaunched new products into our profit and loss attribution governance framework across several business units to alleviate regulatory concerns and establish compliance with our revised corporate Market Risk profit and loss attribution policy

Charlotte, North Carolina

Onboarded the FX line of business into the existing WFS Volcker platform. The effort included coordination across several departments including Compliance, Technology, and Front Office over multiple months to ensure no interference to daily trade reporting during migrationCollaborated with Middle Office, Technology, and Finance to develop enhancements to the internally built Volcker application. These endeavors looked to create efficiencies in the production of reportable metrics including Comprehensive Profit and Loss Attribution, Customer Facing Trade Ratio (CFTR), Inventory Turnover, and Inventory Aging

Charlotte, North Carolina

Responsible for trade capture and profit and loss calculations for trading desks within the Rates and Residential Mortgage Backed Securities (RMBS) Middle Offices including Adjustable Rate Mortgages (ARMs), Agency, Non-Agency, Collateralized Mortgage Obligations (CMOs), and Non-DollarLed an internal team to design and deliver a training program consisting of content on front-to-back review of the trade lifecycle including critical team functions, regulatory impacts, and upstream/downstream connection points. The program targeted high-performing individuals within Operations to help bridge communication gaps and produce a more integrated team member baseWorked with Technology using agile principals in the development of an in-house communications application to create efficiencies in the collection and escalation of ongoing business activitiesLed an initiative to design, prepare, and deliver the first WFS Operations Annual Report distributed to over 600 internal team members and additional external stakeholders. The project team was comprised of members from across the various disciplines within the Operations platform

Washington D.C. Metro Area

Managed multiple capital and tenant improvement projects serving in various roles including project financial management, design/construction team selection, bid coordination and analysis, and liaison between project team and building ownershipWorked closely with a wide-range of clients including building owners, asset managers, and tenants throughout all phases of the construction management lifecycle inclusive of multi-million dollar renovation projects

Washington D.C. Metro Area

Prepared, coordinated, and maintained project master budgets valued at over $10 millionManaged schedules of up to 20 ongoing projects assuring all team members met deadlines and performed efficiently and cohesively

Washington D.C. Metro Area

Supervised over $10 million in construction buildouts covering roughly 200,000 square feet of office spaceCreated an operations framework for building maintenance, contracts, and vendor selection leading to a trophy status of the property, which is considered the “best of” in terms of quality, location, and profitability

Washington D.C. Metro Area

Oversaw the campaign for “The Outstanding Building of the Year” (TOBY) Award for Penzance’s Ballston Gateway by coordinating with the Engineering, Marketing, and Accounting departments as well as external vendors. This six-month project timeline led to Penzance receiving the TOBY award from the Building Owners and Managers Association (BOMA) International for best mid-size, Class-A Office Building at the 26th Annual TOBY AwardsCreated and implemented standard operating procedures throughout the Property Management Department leading to increased productivity

Columbus, Ohio Area

Simultaneously managed a variety of assignments for the court in accordance with operational needs and responded to supervisor requests to manage senior responsibilities after only 3 months of hireServed as the court liaison to law enforcement officers in the field

Mba

B.A., Sociology, Criminology

Activities and Societies: National Scholarship Honor Society Alpha Kappa Delta (International Sociology Honor Society) Alpha Phi Sigma.