I am a hands-on operations executive. I have a proven track record in delivering automation across organisations, while maintaining full control and security over processes and alignment with Federal Reserve, SEC and FINRA regulations. I specialise in client lifecycle management and KYC, managed services, bilateral and syndicated loans, global trade finance, corporate finance, structured finance, and global treasury supporting foreign exchange, derivatives, futures, US and international equities, US and international fixed income, mortgage backed securities, repo trading, money markets, and electronic cash management.
Sionic Discusses Managed Services with the AST
Banking & Markets expert Pino Vallejo talks to Lucy Carter at the Asset Servicing Times, arguing that managed services are […]
Creating an Effective Client Lifecycle Management Strategy
Sionic specialists Bobby Bing and Eoin Davies discuss Sionic’s six-stage approach to CLM and how a stratecan minimise risk, maximise […]
We help asset managers, pension funds, insurers and service providers to transform their operating models