William Moran Email & Phone Number

Luxembourg

Provide a centralized function for Global Relationship management, Sales and Client services.Functions include, Overseeing department budget and capacity management needs. Monitoring and supporting the resolution of Audit and company Control plans. Supporting the implementation and changes within the organization. Define reporting standards to support the monitoring and steering of department strategic targets.In addition, lead our Project management services in relation to our Product development.

CSDR Portfolio management and business consulting -Devise a multi-year delivery plan of business and IT changes to ensure the entities of the Clearstream group are in line with the regulatory requirements stipulated under CSDR and SDR. -Entities in scope cover Clearstream Banking Frankfurt, Clearstream Banking Luxembourg, and LuxCSD-Oversee all phases of the project workstreams both business and IT -Lead and negotiate regular meetings/discussions with German and Luxembourg regulators.-Develop business plans including organizational structures to support the execution and in some cases the running of the business post project due to new processes/services. -Manage the budget planning, request, forecasting and monthly reporting. -Business consulting, manage the staff and placement across the project portfolio

Luxembourg

Portfolio management and Business Consulting-Lead the strategic portfolio consisting of cross product initiatives designed to delivery the company strategy. -Define the project reporting standards and oversee a governance structure to ensure adherence (CPMO) -Collaborate with senior business and IT stake holders the portfolio status for presentation to the legal entity and supervisory boards. -Oversee the portfolio financing and ensure business cases remain valid-Business consulting, manage the staff and placement across the project portfolio

Product manager responsible for Corporate Action, Income and Proxy Voting. ILNAS Representative to ISO TC 68 SC4 (WG 14 & 1)ANNA Representative

Primary responsibilities are developing and managing relationships with our depository network and supplier feeds who support the International securities market. Product responsibility includes maintaining and expanding Clearstream Carbon Market product (GEMA). In addition represent CBL in trade associations, market forums and initiatives (eg ICMSA, ICMA, STEP, ISMAG, ISO, ANNA). ILNAS Representative to ISO TC 68 SC4 (WG 14 & 1)

Drive the expansion of strategic customers by providing project support in the roll-out and development of tailored products and services. Promote ISO15022 standards to refine STP processing for core asset servicing (Income, tax, Corporation and Proxy). Organize and chair cross unit meetings with operational teams and product management in scope of supporting new services. Run weekly conference calls with remote Customer service offices (Hong Kong and Dubai) to provide updates on new products, enhancements and support the unique business requests or issues that could not be resolved through the normal processes.

From 2001 - 2004: Corporate Actions Processing :Act as an intermediary between customer and local correspondent bank, by receiving and publishing market information (voluntary and mandatory events for bonds and equities). Primary markets, USA, Canada, & Mexico. Collect, validate and execute securities and cash instructions for customers and correspondent banks. Manage the processing of GDR/ADR conversion (i.e. executing instruction to the agents and setting up delivery in local market). Additionally, act as a customer service officer for the unit. From 2004 - 2007: Client Services / Service lab: Support the Premium Customer servicing by providing analytical and project support. Prepare discussion material and presentations for customer visits based on issue lists and customer performance statistics. Support and help drive the processes around customer satisfaction / customer issue resolution. Do pro-active analytical work, supported by appropriate cross-functional process reviews with C&M and other operational teams. Manage materials, and chair internal meetings (Customer Solution Meeting) for discussing cross functional issue that are raised by customers.

Master Of Business Administration (M.B.A.)

Political Science