PNC Bank | Houston, TX

FX Sales & Trading, Director

​2018- Present

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Grew revenue by over 100% of an existing portfolio of FX customers, increasing customer base by over 40%

 

Optimized cross-sell opportunities with 135+ bankers across the country, generating over $1M in new FX deals

 

Provided sophisticated hedging programs and risk mitigating initiatives to both domestic and international companies, saving clients up to 20% of their allotted budgets

 

Compiled existing client data and analysis into a more efficient user interface to speed up distribution and point of sale reference, streamlining processes by 200% and saving critical moments during trade execution

 

Wells Fargo | Atlanta, GA

FX Sales & Trading, Associate

​2011 - 2018

 

Identified currency risk inherent in client portfolios and developed solutions using a variety of hedging products such as Spot, Forward, NDF, Exotic Option and cross-currency swaps to mitigate the risk for corporate clients with revenues between $50 million and $1 billion. Sales experience included preparation, design, and strategy of client presentations and ensuring internal compliance with newly instituted Dodd-Frank regulations.

 

 

SunTrust Robinson Humphrey | Atlanta, GA

FX Sales and Trading, IB Division, Analyst

2011

 

Analyst for the Mid-Atlantic and Central region deal team covering portfolios of nonprofit, private, and publicly traded corporations with revenues between $10 and $750 million. Focused on providing currency risk management support as it pertained to international project bids, takeovers, and acquisitions as well as general operational FX needs.

 

 

Capital Markets Operations Specialist- Middle Office, Officer                                                        

2008 - 2011

 

Performed technical analysis relating to Online Foreign Exchange operations including revenue trends, volume variances, unusual activity, and any derivation thereof. Handled time-sensitive revenue sharing, profit and loss analysis, mark to markets reports, valuation trends and analysis.  Reporting included the proper documentation and submission of relatable tax documents 1099OID, INT, 5498s and 1042-S.

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Office of Thrift Supervision, Department of the US Treasury | Atlanta, GA

Federal Thrift Examiner                                                  

2006 - 2008

 

Analyzed risks involved in capital adequacy, asset quality and management strategy, earnings, liquidity and sensitivity to interest rate changes. Ensured compliance with OTS, Federal, and state laws and regulations. Assessed the adequacy of internal controls, policies and procedures. Researched, organized, and presented findings to senior level management.