Kleber Rodriguez

Contractual Employee at Lehman Brothers Inc. Trustee
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Contact Information
Location
JE
Languages
  • English Native or bilingual proficiency
  • Spanish Professional working proficiency

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5.0

/5.0
/ Based on 2 ratings
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Brian Leonard

I worked with Klebber on several small to medium sized projects. I always found Klebber well prepared and willing to share his knowledge. Klebber used sound business analysis and common sense to make business decisions. On a personal level, I always appreciated my time talking with Klebber. He advised me on everything from company politics and home improvement. He always made himself avalable to people of all levels at the firm. He would be an asset to any firm.

Mark Silvaggio

Kleber was an exceptional manager of the Lehman Brothers Commodity Accounting department and has intricate commodity product and system knowledge. His leadership ability and accounting expertise will make him an asset to any financial services firm.

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Experience

    • Financial Services
    • 1 - 100 Employee
    • Contractual Employee
      • Mar 2011 - Present

      Assist in the preparation of the Futures / Fx related Financials and with claims received by the Estate. Assist in the preparation of the Futures / Fx related Financials and with claims received by the Estate.

    • President
      • 2010 - 2011

      Managing a financial Consulting Business, especializing in Financial and Regulatory reporting. Managing a financial Consulting Business, especializing in Financial and Regulatory reporting.

    • United Kingdom
    • 1 - 100 Employee
    • Consultant Futures & FX
      • Feb 2009 - Sep 2010

      Assist in the Lehman Liquidation Process. Assist in the Lehman Liquidation Process.

    • India
    • Transportation, Logistics, Supply Chain and Storage
    • Consultant
      • 2009 - 2010
    • Capital Markets
    • 700 & Above Employee
    • First Vice President Commodity Accounting
      • May 1977 - Aug 2008

      Within the Lehman Brothers Organization, I was responsible from a Regulatory, P&L, Accounting, Auditing, SOX and financial point of view Globally for all Futures, Futures Options, Single Stock Options and Foreign Currency (spot, Forwards, Swaps & FX OTC Options) contracts for all Lehman legal entities using these products . This included inter-company reconciliations, Point Balancing, Reconciling to Clearing Houses, Exchanges and or third party clearing agents. Responsible for the (daily. monthly & annually) CFTC domestic & Foreign Secured Customers calculations, in addition to the SEC 15c3-3 and FSA customer protection calculations in the U.K.. Responsible for handling all internal, External Audits (SEC, CFTC, DSRO, Internal audits, and external Auditors. Responsible for the opening of all Lehman legal entities in RISC [third party vendor Futures and FX package, inclusive of trade flows, settlements flows, affiliate / non-customer margin procedures.

    • Telecommunications
    • 1 - 100 Employee
    • Vice President of Commodity Accounting
      • Jan 1988 - Jun 1994

      run the Commodity Accounting area with Shearson, inclusive of NAV, Performance Tables, Auditing external adviser's performance, and related regulatory and financial reports, run the Commodity Accounting area with Shearson, inclusive of NAV, Performance Tables, Auditing external adviser's performance, and related regulatory and financial reports,

    • Assitant Vice President.
      • 1977 - 1987

Education

  • Universidad de Puerto Rico
    BS, Accounting
    1969 - 1976
  • University of Puerto Rico

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