Paul Munson Email & Phone Number

Los Angeles, California

Senior FX Advisor & Business Development Officer responsible for Southern California and the Pacific Northwest. Provide FX solutions to New Media, Special Depository Services, Venture Lending-Emerging Tech, ABL, and Capital Markets groups.

Greater Los Angeles Area

Los Angeles, California

• Senior FX advisor with knowledge of hedging solutions, currency exposure/vulnerability, market development, risk identification, and governmental regulations and compliance.• Managed, advised, and mitigated risk for client portfolios with sales of $20mm-$2,000mm.• Utilized proactive sales techniques to build new business relationships while maintaining/growing existing clientele within a defined territory with a focus on directives that meet long- and short-term financial goals and capture record-breaking revenues.• Provided elite customer service by actively responding to shifting priorities and explaining relevant potential risks, restrictions, rules, and regulations as they relate to the client’s goals. • Collaborated with internal department heads (i.e., Legal and Credit) to secure and underwrite derivative credit exposure and negotiate financial contractual agreements (including CSAs) in accordance with standards set forth in the ISDA Master Agreement. • Liaised with clients and internal relationship managers to design, develop, and implement contractual requirements, strategies, and performance metrics centered around foreign exchange sales for commercial banking offices.• Monitored and reviewed analytical reports, market trends, and quantitative data/statistics to properly execute currency trades (spot, forward, non-deliverable forwards, options, and cross-currency swaps) that are in the best interest of the client, and per client request.• Hosted global economic events highlighting market trends, compliance rules, and international business initiatives.

Los Angeles, California

• Supported Global FX sales teams by providing customer assistance in Hong Kong, London, and San Francisco. • Assisted hedge fund managers and Commodity Trading Advisors (CTAs) with trades and monitored credit lines to maintain operation efficiencies through give-up arrangements. • Assisted with development and fine-tuning of automated straight-through processing (STP) programs in order to streamline transaction processing.• Developed and maintained strong and sustainable relationships with North American corporate advisors. • Provided first-class customer service by assisting, monitoring, and executing foreign exchange interests while helping them mitigate risk by advising them about hedge strategies, technical and fundamental analysis.