William Avery Email & Phone Number

Greater New York City Area

Collaborative passionate high performing Product Manager in the global financial industry. Drive strategy and new product development. Create efficiencies to reduce risks and enhance revenue. Expert in cost benefit analysis & translating complex processes into clear, understandable, and actionable steps - for market participants, clients, business, sales, and technology. Market & client focused.Reputable expert in US & global money market instruments. Analytical, innovative & results oriented. Well-known and regarded professional with unique expertise / experience across money market products and other debt products.

60 Wall Street Ny Ny 10005

VP - Drove strategy, new product development & completed market, client, and competitive analyses for Conventional Debt, Re-Org and Loan Agency. US Money Market Instruments expert on industry working and advocacy groups: DTC Blue Sky committee; SIFMA MMI Committee; SIFMA Money Market Operations Committee; CP Issuers Working Group (CPIWG). Managed DTCC relationship.

New York

AVP - Managed client relationships and daily operational settlement of ABCP and ABS conduits, and other money market programs, utilizing credit facilities to ensure timely funding. Managed a team of Administrators conducting all trustee and related fiduciary responsibilities for Asset-backed programs. Liaison to the technology group for testing and implementation of new and upgraded applications for the ABCP and conventional money market products. Managed DTCC relationship.Negotiated deal documentation (issuing and paying agent, collateral agencies, custodial relationships and collateral trusteeships)Performed cash management activity for trust accounts ensuring accurate investment, remittance of excess cash balances, collection of principal and interest, settlement of securities purchases and deliveries, and investments.Managed credit and settlement risks, and troubleshoot technical issues with technology, CRM and operations. Drafted and validated Business Requirement Documents (BRD’s) for system upgrades. Managed vendor relationships. Ensured that client issues, industry standards, and systemic upgrades were addressed and managed.