Senior Vice President- Operational Risk Manager – Finance, Treasury and Tax, Citi
Can you tell us a little bit about your background, and how you ended up in your current role?
I started in the CAO office for COO for all of Operations across every Product at Lehman Brothers, I then moved into the Wealth Space and really got to expand my skill set and abilities at BNY Mellon. I learned Third Party and was fascinated by the fairly new view of Operational Risk Management and how it could help see risk in a new way. I started at Citi about 4.5 almost 5 years ago and have been promoted several times within the role. I am the Coverage Head for Finance across NAM including Treasury (Trading and Liquidity), Tax, Capital Planning, etc.
What is the biggest challenge you face within your role today, and how are you looking to tackle it?
Identification of bad data which could be skewing the actuals for liquidity reporting and how to tactically and strategically overcome this challenge. Also to fully understand the liquidity in the marketplace and within products and countries since Citi has Local Country Treasurers in 94 Countries
Biggest success you achieved for 2018/ 2019 so far?
Identify the most material risks and determine a path forward for near term and longer term re: tactical and strategic solutions
What are your Key Objectives for attending the upcoming event?
1. Learn more about challenges other leaders in Finance are facing in the political and technology spaces. 2. Speak with counterparts who handle liquidity risk and management for their firms 3. Meet people who are doing interesting things in the emerging technology for Finance space
What are you currently most inspired about in regards to AI & Emerging Tech for Finance?
Daily Balance sheet and ability to see T (Zero) View