Office Sales

PATRICIA CIUZIO

Oceanside, New York ***** https://www.linkedin.com/in/patriciaciuzio 347-***-**** ***.******@*****.***

PROFESSIONAL EXPERIENCE

LEHMAN BROTHERS HOLDINGS INC., New York, NY 2016 - Present

Senior Business Consultant, Fixed Income and Credit Derivatives

Investigate CDS and Bond trading activity; decipher, translate, and communicate to legal team,

monetizing discovery efforts.

Collaborate with case teams and legal counsel including depositions and witness prep for Lehman’s

litigious matters.

Apply derivatives expertise to ascertain a lack of commercial reasonability or good faith used by

counterparties pursuant to ISDA Master and Tri-party Collateral agreements.

HSBC BANK NA, New York, NY 2008 - 2015

Vice President, Foreign Exchange Trade Support

Provided trading floor support to HSBC's FX, Metals and Options sales/ trading desks for all eCommerce,

trade capture, risk and order management systems. Systems support included Murex, Barracuda FXOMS, RET, FXConnect, DealHub and FXALL.

Consistently exceed expectations of FX Senior Business Desk Heads by resolving all complex queries, including new technology needs resulting from the changing regulatory landscape.

Special Projects:

Led a highly successful ground-up FX order management system project for the Americas. Trained over

60 sales and traders in FX and Metals. Provided post go-live support to business users in all regional sites.

Deployed HSBC's strategic eFX liquidity and trade execution platform for FX sales and trading in New

York, Canada and Latin America. Gathered business requirements, conducted UAT, static set-up, defect

reporting, business training/demos, client onboarding and production support.

Created 60 page regulatory document to solicit approval from bank regulators to deploy HSBC's eFX

liquidity platform in Mexico. Approval was granted on initial submission allowing for the project to

greenlight. Coordinated with HSBC's compliance and legal teams to obtain in-house approvals.

Introduced new system functionality to grow HSBC's eCommerce footprint resulting in increased FX

revenue. Managed functionality upgrades for all of HSBC's eFX trading systems including FXConnect,

Currenex, Barracuda FXOMS, Reuters Electronic Trading, FXAll, Trading APIs and TRAIANA.

BEAR STEARNS & CO., New York, NY 2006 - 2008

Associate Director, Fixed Income Derivatives

Oversaw the Calypso derivatives trading system implementation for Bear Stearns Financial Products, the firm's Middle Office Structured Finance vehicle.

Conducted business user meetings, gathered user requirements and presented them to the Calypso IT team for code planning.

Created test plans and conducted a thorough UAT for the business; identified and resolved all system issues expeditiously.

DEUTSCHE BANK AG, New York, NY 2005 - 2006

Assistant Vice President, Fixed Income Derivatives Middle Office

Managed a team of 6 Middle Office derivative professionals responsible for all t+1 trade amendment requests.

Analyzed amendment requests received by global operations, identified patterns of trade

capture issues and proposed solutions resulting in beneficial process changes in the trade capture space.

Performed complex rate resets for Options such as LIFTs, Range Callables, Constant

Maturity Swaps/Treasuries and Spread Options.

Resolved all complex settlement, documentation, and trade fixing queries as a middle office

liaison between the global Derivatives’ Operations areas and trading desks.

Managed the MIS reporting process for NY Rates Business Control and Support. Met with

the Head of NY Rates Controlling and his reports on a weekly basis to discuss KPIs and advised them of

improvements needed.

Special Projects:

Drove platform improvements, including UAT and sign-off, for a major global t+1 amendment processing

and reporting tool initiative.

Interacted with structurers, traders, business management, directors of Controlling and global Operations

to identify areas where training/technology spends were ultimately

deployed.

JP MORGAN CHASE & CO., New York, NY 2004 - 2005

Team Manager, Portfolio Credit Derivatives Middle Office (Discontinued Business)

Managed a staff of 4 Credit Derivative professionals responsible for the timely and accurate delivery of PnL and Risk to the front office.

Collaborated with Business Managers in the New Product Approval process. Liaison between various trading desks and bank functions such as Secondary Trading, Loan Origination, Market Risk, Credit and Regulatory Reporting.

Prepared and managed monthly PnL explain, Balance Sheet and Reserves reporting. Presented PnL results to local CFO on a monthly basis. Worked closely with Delaware Product Control.

Monitored Credit Events and prepared Credit Event Notices for Investors.

Advised the front office of FX exposure on a monthly basis.

Managed VaR and Collateral processes on a daily basis.

THE ROYAL BANK OF SCOTLAND, New York, NY 2002 - 2004

Senior Derivatives Analyst, Fixed Income Derivatives Middle Office (Derivatives’ Business Relocated)

Book runner for the NY Options’ trading desk; responsible for all trade capture, rate resets, trade date PnL estimates and attribution, and Option Expiry Reporting.

Ensured accuracy of OTC Options, Futures, Options on Futures, Swap and Bond positions.

Determined and advised traders of in-the-money Swaption and Callable exercises on Expiry date.

Utilized Excel spreadsheets to determine Delta, Gamma, Volatility, Spread and Stub PnL.

Worked closely with the product control team to resolve breaks between trade date PnL estimate and

official PnL.

FUJI (MIZUHO) CAPITAL MARKETS CORPORATION, New York, NY 1998 - 2002

Assistant Treasurer, Fixed Income Derivatives

Resolved trade discrepancies with all counterparties and brokers. Products included Cross-Currency Swaps, Mark-to-Markets, Amortizers, Caps, Floors, Bermudan Swaptions, and Foreign Exchange Options.

Drafted, reviewed and approved derivatives confirmations pursuant to the ISDA Master agreements.

Monitored deal PV changes and Swaption/Callable exercises.

Liaised with the NY, HK and UK Trading, Operations, and Risk areas.

Special Projects:

Collaborated with internal developers to create and test new servlets/system enhancements, resulting in increased operational efficiencies for numerous processes.

Improved efficiencies by conceptualizing, designing and implementing streamlining tax analysis tool.

Verified the accuracy of trade system input and documentation for 2,000 complex structured products and 8,000 plain vanilla products under strict merger deadline. Project was deemed an overwhelming success showing a 98% accuracy rate more than two years later. Products included Digital Options, Balance Guarantee Swaps, Inverse Floaters, Collars, Swaption Straddles and Strangles.

EDUCATION

NEW YORK UNIVERSITY, New York, NY

Master of Business Administration, Finance and Accounting

Member, Leonard N. Stern Graduate Finance Association

Member, Leonard N. Stern Women In Business

PACE UNIVERSITY, New York, NY

Bachelor of Business Administration, Finance

Awarded Pace University Dean’s Business Scholarship

Dean’s List Honors: Four Consecutive Semesters

Alpha Iota Delta National Honor Society

TECHNICAL SKILLS

Agile methodologies including user stories, MUREX, Summit, Calypso, ODBC databases, Barracuda FXOMS, FXConnect, Currenex, SWIFT, TRAIANA Harmony/Netlink, RET, 360T, FXAll, DealHub, MS SharePoint, Wiki, JIRA, MS Excel, MS Word, MS PowerPoint, MarkitSERV, DTCC, Bloomberg, and Reuters.

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