Teresa Foxx Email & Phone Number

Miami, Florida, Us

Provide strategic insight and execute transformational goals aligned with the Banco de Credit e Inversiones Miami Branch (BciM) and Bci Securities (BciS) overall objectives. Lead the Loan Operations, Wire Transfer, Documentation and Administration Teams within the International Bank Branch, as well as the Client Service and Finance Teams within the U.S. Broker Dealer / Investment Advisory entities. Drive operational capabilities to surpass customer satisfaction, enhance the client experience and reinforce client retention for High Net Worth Individuals, as well as Institutional Clients. Assess and implement improved processes, new technologies and initiatives while collaborating with Senior Management leadership.

Expertise in driving optimal business results, creating synergistic partnerships, and building strong client relationships. Ability to lead high-profile acquisition and divestiture projects which set the groundwork for organizational transformation. Proven track record for embedding innovation, executing change management and resolving complex issues.• Industry experience: investment and corporate banking, wealth management, insurance, healthcare, manufacturing, media/entertainment and real estate.• Product expertise: money market instruments, fixed income securities, foreign exchange, derivatives, asset-backed securities, government securities, high yield debt, and primary/syndicated loans.

Managed the Barclays Miami Office, comprised of money market trading, fixed income sales, corporate banking and front office support functions. The client base consisted of large/mid-sized financial institutions and corporates primarily located in Latin America, the Caribbean, as well as the Southeast United States. The product offering mainly included time deposits, trade finance, fixed income products, commercial loans, and correspondent banking. • Developed strategic plans, policies / procedures, new product proposals and financial budgets resulting in operational excellence, as well as cost efficiencies. • Interfaced with the client base to discuss product offerings, address business needs, and ensure compliance with “Know Your Customer” requirements. • Reviewed and assessed liquidity / funding analytics, sales credits, trading P&L, credit and operational risk exposure, and financial / regulatory filings. • Liaised with global senior management in London & N.Y., as well as Federal Reserve Bank, State of Florida Office of Regulation and FINRA representing the Firm.• Conducted relationship management meetings with front office and sales / trading desks to deliver cross-sell solutions meeting clients’ objectives.

Managed an audit team for coverage of credit trading, investment banking, private banking and corporate banking businesses. Product expertise included fixed income, foreign exchange, asset-backed securities, high yield debt and primary/syndicated loans. Coverage included U.S. and Canada locations.

Frankfurt Am Main, Hessen, De

Supervised audit teams to conduct U.S., U.K. and Canada reviews in the areas of corporate finance, private banking and capital markets. In addition, specialized in independent credit risk assessment of the corporate finance loan portfolio.

Villejuif, Île-De-France, Fr

Reviewed capital markets and foreign exchange activity to determine the risk exposure of the front and back office products, including swaps, futures, options, as well as FX spot and forward activity. Conducted independent credit risk assessment associated with commercial loan portfolios.

Toronto, On, Ca

Planned and executed audit engagements for key clients primarily within the financial services industry. Analyzed the credit risk of clients' commercial and retail lending portfolios.

Master Of Business Administration (M.B.A.), Finance, General

Iese/Fiba - Women On Boards Of Directors Program

Bachelor’S Degree, Accounting

High Potentials Leadership Program, Business Administration And Management, General

Fiu/Fiba Aml Certification