Experience

• 

  HedgeServ

  • Manager

    • Jan 2016 - Present

• 

  Royal Bank of Scotland

  • Stamford, Connecticut

  • Vice President

    • Dec 2014 - Dec 2015
    • Stamford, Connecticut

    Manage a team of 3 for the Independent Valuations (IPV) in the Interest Rates Swaps (IRS), FX, Repo, Credit and Equities.

• 

  Barclays Capital

  • Greater New York City Area

  • Assistant Vice President

    • Jul 2007 - Dec 2014
    • Greater New York City Area

    Progressive career path including both Valuation ( Price Testing) and Prouct Control across Equity and Credit asset class.

• 

  FactSet Research Systems

  • Greater New York City Area

  • Fixed-Income Valuation Consultant

    • Feb 2006 - Jul 2007
    • Greater New York City Area

    Valuation consulting for an in-house proprietary valuation system (Derivative Systems) to external clients for Mortgage and ABS related products.

• 

  Empire Corporate Federal Credit Union

  • Investment Analyst

    • Feb 2004 - Sep 2005

    Direct report to Chief Investment Officer to provide analytical assistance in managing a $4 billion fixed income portfolio with investments including MBS, CMOs, ABS, Agencies, etc.

• 

  Pacific Bank

  • San Francisco Bay Area

  • Accounting Officer

    • Feb 1997 - Jun 1999
    • San Francisco Bay Area

    Led an accounting conversion team in the acquisition/integration process of the Sterling Bank, in addition to the regular duties such as preparing the regulatory reports in 10K, 10Q and annual reports.

• 

  American PC

  • San Francisco Bay Area

  • Accounting Manager

    • Jul 1995 - Jan 1997
    • San Francisco Bay Area

    Managed the accounting department and provided overhead forecasts, capacity planning, and cost analysis.

• 

  Standard Chartered Bank

  • Taipei City, Taiwan

  • Letter of Credit Staff

    • Jun 1991 - May 1993
    • Taipei City, Taiwan

    Reviewed and analyzed international Letter of Credit transaction in Asia.