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.
• 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.
• 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.

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.