Core Competencies

  • Project & Program Management

  • Business Analysis & Strategic Planning

  • Global Technical Program Delivery

  • Vendor Management & Stakeholder Engagement

  • Mentoring & Team Leadership

Capital Markets & Risk Expertise

  • Market Risk & Credit Risk Management Systems

  • Trading/eTrading Systems (Front-to-Back)

  • Counterparty Credit Risk (CCR)

  • LIBOR Transition & RFRs

  • Basel III / FRTB / Dodd-Frank / MiFID / EMIR

  • Regulatory & SEF Reporting

Data & Systems Expertise

  • Reference Data Management

  • Data Quality Analysis & Gap Analysis

  • Data Taxonomy & Ontology

  • System Standardization & Migrations

  • Legacy Modernization & SOA Architecture

  • SDLC & Use Case Development

 Technology & Platforms

  • Summit | BlackRock Aladdin File Exchange (AFX) | COTS Integration | Murex

  • Unix, Linux | SQL | Confluence | Jira

  • Internet & Intranet Design/Development

  • Object-Oriented Analysis & Design

  • Web Design & Development | Squarespace | WordPress

 Product Coverage

  • OTC Rates & Credit Derivatives

  • Cross-Asset Derivatives | Structured & Synthetic Products

  • Caps/Floors | SPSs | Swaptions | Swaps | CDS | CDO/CDX

  • Non-Deliverable Swaps & Forwards

  • FX Spot, Forwards, Swaps & Options

  • Bonds | Repos | Futures

Education & Training

  • Professional Risk Managers International Association - APRM Certification 2011

    • The Associate Professional Risk Manager (Associate PRM) is a PRMIA certificate program intended for staff in the risk management profession, or those who interface with risk management disciplines on a regular basis, such as auditing, accounting, legal, and systems personnel who want to understand fundamental risk management methods and practices.

  • International Capital Markets Association - IFID Certification 2007

    • Established for over 30 years as THE qualification for the fixed income market, the IFID training programme puts emphasis on developing practical skills for trading, investment and risk management. This is a demanding, examined course, aimed at developing a broad and in-depth knowledge of the key fixed income instruments, derivatives and markets. The syllabus contains five topic sections: Fixed income analysis, Rates trading and hedging, Structured securities, Credit analysis and products, Portfolio & risk management.

  • Certified Scrum Master - Scrum Institute 2019

  • Certified Product Manager - Scrum Institute 2019

  • North London Polytechnic - Post-Graduate Certificate in Computing 1981

  • Control Data Institute - Programming & Systems Analysis 1980

I bring a wealth of expertise in business analysis, program management, and project management. I excel in guiding projects through all stages of the SDLC, establishing robust data architecture, and ensuring seamless data ETL processes. My capabilities extend to comprehensive data lineage documentation, data migration, and data quality analysis. I am adept at database design and proficient in front-end design and development for both internet and intranet-based systems. My skill set also encompasses the management of trading systems, credit risk, and market risk management systems, along with conducting gap analysis and COTS integration.

I possess a proven track record in overseeing global systems implementations, leading diverse teams, and formulating effective IT strategies. My proficiency in leadership and team building, strategic planning, system standardization, and systems design and development allows me to navigate complex systems migrations (e.g. the Global Libor Transition), legacy modernization and vendor management.

Business Training

  • Derivatives Mathematics

  • Financial Engineering

  • Pricing & Implementing Credit Derivative

  • Pricing & Valuation for Derivatives

  • Structuring Cross-Asset/Multi-Market Derivatives

  • Structuring Equity, Debt, Commodity and Currency Products

  • Swaps & OTC Derivatives

  • Swaps and Derivative Instruments

  • Swaps Finance

  • Swaps Strategies and Techniques

  • Presenter: Systems & Data Architecture for Derivatives Trading

Technical Training

  • Building Great Web Pages

  • C# Programming

  • Data Science / Big Data Analytics

  • HTML 5, CSS 3

  • JavaScript

  • Java Programming

  • Object Orientated Analysis And Design

  • Object Orientated Programming And Design With C++

  • ORACLE, Sybase, MS Access

  • Stratus Systems

  • Systems & Data Architecture

  • Technology Integration

  • Website Development (XSLT, XML, CSS3)

  • XML For B2B & Web Services

  • XSL (XSLT, XSL-FO, SVG, XLink, XPath, XPointer)