JOHN W. DEWEY
https://www.linkedin.com/in/johnwdewey
201-***-**** acuzf2@r.postjobfree.com
PROFILE
Chief Operating Officer/Chief of Staff with over 15 years of experience running domestic and global businesses within the Financial Services Industry. Track record of effectively enhancing the strategy and performance of large businesses and developing smaller ones from the ground up. Strengths and passion include developing internal talent, building teams and creating strategies to maximize individual and business outcome while finding financial opportunities within Income Statements and creating analytical models. Bilingual, English and Spanish.
Business Development
Business and Client Analytics
International Leadership
Strategy Development and Execution
Mentoring Talent
Complex Matrix Organizations
Process Development
& Improvement Innovation
Market Share & Revenue Growth
Product Innovation
CAREER HIGHLIGHTS
Global CAO / COO / Chief of Staff for Tier I Investment Banks across the Prime Brokerage and Delta 1 Financing business covering client / business strategy, Talent Management, Balance Sheet / Capital Management, Technology Investment / Budgeting / Prioritization and Operations oversight.
Developed and implemented business and client analytics that provided critical decomposition of returns and capital usage that in turn was used to recalibrate human and capital resources for increased returns, lowered capital and reduced expense.
Created and executed on a global mentoring strategy that reached individuals and managers in roles and regions that could not have been covered via the firm’s existing mentoring program. The program was hugely successful and later implemented on a smaller scale by the firm’s human resource group as our division had clearly identified a gap in talent development.
PROFESSIONAL EXPERIENCE
BARCLAYS, New York, NY 2015 – 2016
Global Equities and Credit
Consultant – Global ECP Regulatory & Change Coordinator
Oversight for over 25 global Regulatory and High Profile projects predominantly focusing on European regulatory themes with budgets exceeding $250MM
Created senior management reporting that portrays Project Status, Product Readiness and Economic impact in order to provide / advise of potential issues and strategize accordingly
Liaised with Project Managers, Global COO’s and Business Heads to ensure appropriate coverage, progress and coordination
CITI, New York, NY 2009 – 2015
Global Investor Services (Prime Brokerage, Delta 1, Global Fund Services, Agency Lending)
Managing Director – North America CAO Investor Services, Global CAO Prime Finance
Global CAO for Prime Brokerage and Delta 1 financing businesses and North America CAO for Investor Services. Combined business coverage accounted for 80% of the $2BN Revenues / Expenses and the majority of the Balance Sheet with a global staff of 16
Designed and implemented an analytics dashboard that decomposed client revenues, positions, efficiency and balance sheet
oIncreased revenues by $15+MM annualized by identifying client opportunities through analytics (financing profile, pricing and returns)
oOversaw the balance sheet reduction of over $10BN over a two-year period through client analysis and efficiencies, regional and product returns
JOHN W. DEWEY
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https://www.linkedin.com/in/johnwdewey
201-***-**** acuzf2@r.postjobfree.com
Managing Director, (Continued)
Partnered extensively with Regional / Global Sales and Desk heads to devise and implement a revised client strategy and coverage model based on individual product, financing profiles, potential wallet and performance returns
Focused on expense reduction and formulated a 2-year plan to reduce direct and overhead by $100MM across Compensation, Direct and Global Allocated Expenses
Global oversight for $80MM Technology and $60MM Operations Budgets
Director – Global CAO Prime Finance (Prime Brokerage and Delta 1) (2009 – 2013)
Created and developed a Prime Brokerage front-office Operational Risk roles for New York / London that proactively identified and closed potential Operational Risks in advance of their occurrence.
Assumed the management of the North America Funding / Trading Desk.
Spent significant amount of time in London and Asia working with Trading, Sales and senior management to educate on client analytics and identify revenue opportunities via enhanced coverage models and trading tools
Part of executive management team involved in the development and execution of a focused global Delta 1 Joint Venture with Global Equities
Global point-person for quarterly Federal Reserve reviews and ad hoc inquires of the business
DEUTSCHE BANK, New York, NY 2007 – 2009
Global Prime Finance (Prime Brokerage, Swaps, Securities Lending)
Director – Global CAO
Funding / Client Analytics
oClient Liquidity Profile - helped develop and implement GPF’s Liquidity reporting and the framework for liquidity-based variable pricing
oClient Return on Asset Calculator – created an ROA report inclusive of Balance Sheet, Revenues and Internalization that was later developed into a web tool for what-if scenario pricing
oClient Profitability – developed a web-based global client profitability tool inclusive of balance type, revenues, spreads, trends, pricing and the above components
LEHMAN BROTHERS, New York, NY 1998 – 2007
Capital Markets Prime Services (Prime Brokerage, Swaps, Securities Lending)
Vice President
India Prime Brokerage Support Office
oStrategized and orchestrated complete build out of India Prime Brokerage Services, including Equities, Fixed Income and Futures products
Product Management
oClient Integration – directed a Global restructure of resources, process improvement, system consolidation (development of single interface) and increased coordination across marketing, lending, credit, and legal
CAO
oPrepared Global Prime Brokerage Strategic Business Plans (and Mid-Year Review) for senior management team
oOversight of Global Business Performance Metrics, including Revenue / Expense Budgets, Allocations, Tax and ROE
Equity Finance Product Controller (1999 – 2001)
Managed equity finance control group-daily production of global equity finance P/L and balance sheet reconciliation
Created new Global Prime Broker revenue analysis by client in MS Access
Equity Finance project leader for new global funding system
JOHN W. DEWEY
Page Three
https://www.linkedin.com/in/johnwdewey
201-***-**** acuzf2@r.postjobfree.com
Global Equity Derivatives Finance Project Manager (1998 – 1999)
Implemented the Front Office real-time Equity Derivatives System in New York, London and Tokyo
Coordinated / developed OTC derivative models into Front Office / Middle Office platform
Ensured all reporting requirements were met for Accounting, Funding, Controllers and Middle Office
PRIOR RELEVANT WORK EXPERIENCE
BANKERS TRUST COMPANY, New York, New York
Assistant Vice President - Supervised the production of the Latin America P/L package, Risk and Credit reporting
PAINE WEBBER, New York, New York
Associate / Product Manager - Managed credit lines and provided alternative financing to mortgage lenders and conduits
EDUCATION
BA, Liberal Arts, with focus on Organizational Behavior and Communication
NEW YORK UNIVERSITY, New York, New York