As a senior operations executive and professional project manager, I lead financial services firms through significant organisational change. I have an internationally-respected track record of applying industry-leading business, process, industry and product knowledge to complete cross departmental projects that increase clients’ operational efficiency, improve risk management, strengthen operational control and reduce costs. I also served as a Member of the Scotia Capital (USA) Inc Board of Directors and the US Executive Committee responsible for risk management oversight of the all bank’s US based entities.
The Road to T+1
As at February 15th 2023, the US Securities and Exchange Commission (SEC) has committed to a May 2024 implementation date […]
Are you ready to travel the road to T+1?
Time is short to comply with a shortened settlement cycle