Steven Panzer, Mba Email and Phone Number
Steven Panzer, Mba work email
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Steven Panzer, Mba personal email
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I am a skilled banking professional with experience in Global Markets and Hedge Funds across Finance, Risk, COO, Middle Office, and Operations. I have strong risk, financial, and regulatory reporting skills as well as product, valuation, accounting, product control, and operational knowledge covering Fixed Income, Equity, Structured, and Derivatives Products. I am also experienced in managing large scale change programs designed to remediate and fundamentally change front-to-back infrastructure, controls, business processes, and organizational design to streamline processes and conform with regulatory requirements (e.g. CCAR, BCBS-239, SOX, Dodd-Frank and 3 Lines of Defense Model).I am a collaborative problem solver, self-starter, and multi-tasker who delivers global initiatives on time and within budget. I am strong at Identifying and remediating data and control issues to address customer, audit, and regulatory issues. I have lengthy experience in streamlining processes to achieve efficiencies and partnering with Technology, Change Management, Risk and Finance to develop target architecture, control, and process strategies. I enjoy both creating easy to use tools for Risk and Finance staff to perform their functions more effectively and building high performing teams via measurable goal setting and hands-on training. I communicate openly and proactively with staff, partners, and stakeholders. I am a critical thinker with effective verbal and written communication skills and extensive experience chairing senior managerial forums and interacting with senior bodies including management committees, Board of Directors, and financial regulators. I am a self-directed individual, adaptable to changing internal priorities and external market and regulatory developments.A listing of my core competencies include:• Data Analytics and Risk/Financial Reporting• Operations and Middle Office• Process Improvement / Efficiency• Product Control - P&L and Valuation• Issue Remediation• Risk - Credit, Market, Operational, & Enterprise• Team Building / Skill Development• Transformative Technologies• Compliance & Regulatory Interaction• Stakeholder Management (C-Suite)• Agile Project ManagementMy technical skills include:• Microsoft: Access, Excel, Word, PowerPoint • Programming: VBA, Python, R• Issue Management: JIRA• Reporting: Power BI, Tableau• Portfolio Management / Valuation: Advent Geneva, Murex, IntexI am available to discuss opportunities in the NYC area or remote. Please contact me at stevenpanzer@hotmail.com or 914-238-7544.
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Managing Director, Bcbs 239 Global Program HeadCitiNew York, Ny, Us -
Managing Director, Risk Data Analytics, Reporting, & Transformation (Dart) Global HeadBny Mellon 2021 - PresentNew York, Ny, Us• Manage an international team of 55 data analysts and risk reporting staff with annual budget of $4M. Support credit, market, liquidity, enterprise, and operational risk across all First Line divisions and products. Conduct data issue root cause analysis, tracked progress via JIRA, and remediated 200 data issues annually.• Lead transformation efforts to streamline systems and processes and provide risk data more effectively for CCAR, RWA, and capital planning in response to internal audit and regulatory findings.Selected Accomplishments:o Delivered authoritative risk data and management information to bank risk officers and executive management via 350 risk reports in Nexen, Tableau, Power BI, and PowerPoint.o Monitored accuracy and appropriate functionality of front-to-back Risk Control Self-Assessments (RCSAs), ensuring delivery of requisite data via controlled processes to Risk functions, reducing operational risk incidents 15% year-on-year.o Increased departmental efficiency annually (10% realized and 10% reinvested) by conducting hands-on training and reorganizing staff functions.o Partnered with Technology, Change Management, and 1st and 2nd Line of Defense clients to leverage Intelligent Automation (IA) tools, including robotic process automation and machine learning to deliver strategic solutions to risk aggregation and reporting issues, reducing PowerPoint risk reports 30%. -
Managing Director, Risk And Finance Data Analytics And Reporting Us HeadCredit Suisse 2016 - 2020Zurich, Ch• Managed a global team of 75 data analysts / data scientists and reporting staff supporting Global Markets (GM) and Investment Banking & Capital Markets (IBCM) divisions.• Served as Americas program head for risk and data aggregation and reporting initiative to implement infrastructure, controls, and processes to comply with BCBS-239 regulatory principles.• Operated as functional interface to Federal Reserve to ensure compliance with CCAR and other US regulations. Prepared and presented concise and easy-to-understand monthly project status reports to C-Suite members.Selected Accomplishments:o Validated enterprise risk and finance data and completed front-to-back data lineage, ensuring proper data aggregation across 50 Critical Data Elements (CDEs).o Established standards, controls, and SLAs across 75 risk and finance procedures, reducing control incidents 20%.o Closed 3 regulatory findings (MRAs / MRIAs) relating to risk data, reporting, and controls regarding front-to-back data integrity and risk to general ledger variances. -
Managing Director, Cs Holdings Usa, Inc. Control OfficerCredit Suisse 2015 - 2016Zurich, Ch• Led CS program to establish Intermediate Holding Company (IHC) for US subsidiaries. Chaired monthly IHC Risk and Control Oversight Committee to oversee internal risk and controls. Performed quarterly control risk assessments to ensure risk levels were within IHC risk appetite.Selected Accomplishments:o Designed IHC Controls and Risk Management Frameworks in accordance with 3 Lines of Defense Model.o Identified and operationalized 10 Key Risk Indicators (KRIs) to monitor IHC controls, allowing C-suite executives concise overview of US operational risk to allocate resources for remediation efforts. -
Managing Director, Americas Change Management Head - Product Control DepartmentCredit Suisse 2013 - 2015Zurich, Ch• Served as Americas Product Control project manager and led departmental initiatives to completion. Acted as intermediary between IT and support functions to ensure business deliverables were understood and technical solutions were delivered suitably to end users.Selected Accomplishments:o Delivered 2 major projects: Risk-Based P&L, tying Risk to Accounting Profit and Loss; and Risk Weighted Assets Usage Monitoring, proactively notifying Front Office of trading activity nearing RWA limits. -
Managing Director, Securitized Products Group Product Control HeadCredit Suisse 2009 - 2013Zurich, Ch• Led 70 staff responsible for control of fixed income products, including residential and commercial mortgages, whole loans, asset-backed securities, and CDOs. Formulated and chaired 4 monthly independent valuation review committees to address pricing issues.Selected Accomplishments:o Implemented P&L performance and reporting framework for Financial Accounting and Front Office, improving capital allocation to trading desks based on generation of P&L / Risk ratios. -
Managing Director, Global Credit Derivatives Coo / Middle Office HeadCredit Suisse 2007 - 2009Zurich, Ch• Ensured front-to-back infrastructure and processes facilitated scalable and controllable trading of credit derivatives. Managed 85 staff.Selected Accomplishments:o Reduced settlement and documentation issues for credit derivatives 35%. -
Director, Controllers And Investor Services HeadSac Capital 2004 - 2007Stamford, Us• Managed the Controllers and Investor Services groups supporting 80 portfolio managers.Selected Accomplishments:o Formulated Point 72’s Price Testing policy and led the Valuation Committee review meetings. o Conducted due diligence of controls, operations, and compliance frameworks of 5 Point 72 hedge fund spin-offs.
Steven Panzer, Mba Skills
Steven Panzer, Mba Education Details
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Columbia Business SchoolFinance -
Cornell UniversityEconomics
Frequently Asked Questions about Steven Panzer, Mba
What company does Steven Panzer, Mba work for?
Steven Panzer, Mba works for Citi
What is Steven Panzer, Mba's role at the current company?
Steven Panzer, Mba's current role is Managing Director, BCBS 239 Global Program Head.
What is Steven Panzer, Mba's email address?
Steven Panzer, Mba's email address is st****@****ail.com
What schools did Steven Panzer, Mba attend?
Steven Panzer, Mba attended Columbia Business School, Cornell University.
What skills is Steven Panzer, Mba known for?
Steven Panzer, Mba has skills like Structured Products, Hedge Funds, Investment Banking, Swaps, Interest Rate Derivatives, Equities, Equity Derivatives, Securities, Financial Markets, Credit Risk, Securities Lending, Mbs.
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