Project Manager Management

Tory Clements

203-***-**** ab82pc@r.postjobfree.com

PROFESSIONAL EXPERIENCE

LOMBARD RISK MANAGEMENT, plc., New York, NY August 2011 - Present

Vice President Client Services

. Subject Matter Expert on COLLINE, a comprehensive collateral management

and clearing software solution, pertaining to Dodd Frank, central

clearing CCP regulation, ISDA CSA collateralization, repo collateral

management, collateral optimization.

. Project manager for implementation of COLLINE software with clients.

Provide on-site and off-site support for design and, management of

personalized implementation process, training client business users. Find

personalized business solutions for corporate processes & business needs.

. Member of the Product Development COLLINE team, advancing the software to

be more efficient, meet client business needs and to address new market

regulations. Write product specifications & test functionality.

. Pre-sales and demonstration support for COLLINE sales, buy side and sell

side.

. Design product training and provide training for new colleagues.

. Find pertinent industry events and network on behalf of the company and

development of the product.

AIG FINANCIAL PRODUCTS CORP., Wilton, CT 2002 - August 2010

Assistant Vice President Operations

. Managed the operational side of the collateralization of several special

purpose structured transactions. Provided comprehensive daily / weekly

liquidity calculation & reporting. Created collateral country limits

allocation report for CFO of company and the repo desk to actively manage

exposure limits and costs across several structured deals totaling 18

billion of exposure.

. Performed scope analysis, wrote automation proposals, worked closely with

IT and management, performed start to finish project / milestone

management and end user testing for in house collateral management

applications: margining, coupon interest, cash collateral interest and

trade dispute reconciliation. Created efficient cash settlement reporting

for the treasury department. Reduced the settlement and cash retrieval

time frame from one month to three days. Trained personnel.

. Redesigned, standardized and enhanced daily valuation, settlement and

reporting processes for stock loan / borrow margining.

. Managed exposure and collateralization of stock borrow / loan, prime

brokerage, repo finance, metals lease and Credit Support Annex OTC

counterparties.

. Provided comprehensive daily/weekly calculation & reporting on total

exposures & collateral balances, macro level allocations, trade

discrepancies, margin calls and liquidity to senior management.

. Managed both the monthly cash collateral interest process and collateral

principal and interest claim process. Resulted in improved payment

collection efficiency and lowered the number of receivables and payables,

greatly reduced collection time period. Trained personnel.

. Provided summary of net weekly collateralization impact for weekly

treasury ALCO cash meetings. Familiarity with collateral liquidity &

treasury impact.

. Monitored overnight counterparty exposure report for Credit Department.

. Regular interaction with legal, credit, treasury and trading departments.

Interaction with large banks, hedge funds, high net worth clients and

small firms. Presentations & relationship management. Understanding of

internal and client needs.

. Understand risk issues and management escalation procedures.

. Extensive knowledge of legal documents, collateralization, regulations

and liquidity impact pertaining to ISDA Master, Repurchase, Credit

Support Annex Agreements, Futures and Options Clearing Agreements, unique

structured transactions.

. Exposure to and or collateralization of various financial instruments:

fixed income, swaps, structured transactions, swaptions, options,

equities, CDS, CLO, CDO, lease transactions, guaranteed investment

contracts, commodities, metals, futures, repo transactions.

. Extensive experience with business requirements, reporting needs and

constraints: cash management, multi-currency cash settlements,

collateralization, hedging requirements, security settlements (DVP,

Euroclear, DTC, Fed, Chips settlement).

. Collateralization and settlement experience with treasuries, foreign

government securities, mortgage backed securities, corporates, equities,

lines of credit, foreign exchange.

. Career minded and focused with strong analytical abilities. Eager to

contribute, learn and grow. Have an eye for detail and able to deliver

outcomes within set deadlines. Strong project management skills with

ability to influence decision makers and lead projects. Comfortable with

PowerPoint and developing presentations. Possess strong interpersonal and

leadership skills with a natural ability to develop relationships with

people/colleagues.

BRIDGEWATER ASSOCIATES, INC, Westport, CT 1998 - 2002

Associate Operations

. Projected large residual foreign cash balances for trading department.

Developed department FX ticket to efficiently manage trade volume for

both the operations and trading departments. Built professional rapport

with brokers, trading desks and custodian banks.

. Managed margin requirements and T-Bill rolls at the clearing brokers.

Increased efficiency by building a T-Bill database in Access to manage

the T-Bill roll process.

. Managed daily closing pricing process and made the process more

efficient. Regularly executed FX trades based on futures P&L for client

brokerage accounts.

. Managed reconciliation and settlement of futures, commodities, inflation-

linked bonds, currencies, Bankers acceptance notes, Treasuries, Brady

bonds in client accounts.

. Provided exposure, weekly valuation reports to clients.

. Provided CFO of company with research on 401k plans and convinced

management to restructure the company 401k plan to include equity

accounts. Received notable mention from the president of the company.

GREENWICH CAPITAL MARKETS, INC, Greenwich, CT 1996 - 1998

Associate Operations

. Reconciliation of entire government bond account for the company.

Interacted with desk and clients on security repricings.

. Provided finance desk with start of day cash projection and afternoon

cash position. Booked final overnight loan or investment.

. Margin maintenance and reconciliation of international futures and

options.

AIG TRADING GROUP, INC, Greenwich, CT 1995 - 1996

Associate Operations

. Reconciliation of thirty-two currencies and performed overdraft analysis.

. Produced company currency fail report for upper management.

. Responsible for having desk roll daily residual cash positions in all

currencies.

TRC GREENWICH CORPORATION, Greenwich, CT 1994

EDUCATION AND PROFESSIONAL DEVELOPMENT

BA, International Relations, Boston University, Boston, MA, (May 1994)

Courses at New York University, NYC, Corporate Finance & International

Business Finance

Course at Fairfield University, CT, Portfolio Analysis

Course at Learning Tree International, NYC, Developing SQL Queries for

Oracle

Project Management Certification, Villanova University, (PMP certification

pending 2011)

COMPUTER SKILLS

Windows Excel Oracle Access Outlook PowerPoint Bloomberg Word Reuters

Macros

PROFESSIONAL ASSOCIATIONS

85 Broads

100 Women in Hedge Funds

Project Management Institute

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