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Yyyyyy x. yyyyyy

- 889 Preston Manor Dr Ÿ Mississauga, State/Province L5V2L7 ( (xxx-xxx-xxxx *


Treasury/Investment/FX Back Office Management

Qualifications Profile


    Self-assured and results-driven management and investment banking professional with more than 12 years providing high-performance client service, foreign exchange and securities trading, wealth management, and back-office treasury operations management in the banking and financial service sectors.

-          Proven dedication to process efficiencies and client satisfaction in achieving financial performance flexibility, and exceeding performance expectations in highly demanding investment and brokerage businesses

-    Excellent people management and interpersonal communication skills that inspire confidence, performance excellence, and a rewarding financial service and portfolio development.

-          Detail-oriented without losing sight of the big picture, analytical and methodical with critical thinking to strategize solution in addressing complex financial management and professional relationship issues even under stress.

    Well-organized and resourceful with multitasking and prioritization skills that optimize limited resources to achieve outstanding results.

    Strong people management and interpersonal communication skills that inspire confidence, performance excellence, and teamwork synergies across diverse ethnicities and multi-functional engagements.


Key Expertise

Financial Management

    Securities & Currency Trading

    Wealth Management

    Back-Office Treasury Management

    Investment Portfolio Management

    Regulatory Compliance (i.e. SEC, SOX, etc.)

    Risk Management

Operations Management

    Strategic Planning & Execution

    Process/Workflow Improvement

    Account Management

    Relationship Management (Clients, Stakeholders, Public, & Suppliers)

    Project/ Program Management

    Staff Supervision & Training

    Records & Document Management


    Productivity Tools: MS Office (Word, Excel, PowerPoint, Access, & Outlook)


Professional Experience



Proprietary Trading Executive Jan 2013 Present

Responsible for trading in all major Currencies and Fixed Income securities on own account.


United Bank, Ltd. Kazakhstan

Chief Representative Officer/Country Strategist Jan 2008 Jan 2013

Ÿ Managed consultancy services to clients, providing high levels of service quality in trading in all major Currencies and Fixed Income securities.

Ÿ Managed treasury and country risks, developing appropriate business processes to mitigate potential risks, and authoring internal banking manuals in accordance with local business requirements.


Bank of Montreal Toronto, ON

Deputy Manager, Treasury Settlements BMO (Canada) / Harris Bank N.A. (USA) Jul 2004 Oct 2007

Ÿ Managed a group of select banking professionals engaged in Treasury operations/settlements, ensuring compliance with industry regulations, managing treasury risk factors, and harnessing teamwork synergy in steering the department to achieve or exceed service performance standards.

Ÿ Assessed and renewed credit lines to high-yield bank clients in compliance with group policy.

Ÿ Supervised securities lending and contributed financial management expertise in ALCO meetings, conducting performance gap analysis to identify areas for process improvement and maximizing strengths.

Unit Head Trade Finance Back Office, China Desk, IBG Feb 2002 July 2004

Ÿ Managed the growing documentary credit business emanating from BMO China operations, supervising the FX transaction back office settlements of China desk operations.

Ÿ Led the unit in providing excellent service levels to clients, supervising all areas of back office systems and processes.


Education & Credentials


Ÿ M.B.A. in Banking & Finance, GPA 3.8, PRESTON UNIVERSITY Cheyenne, WY

Ÿ B.A. in Economics (with Honors), UNIVERSITY OF KARACHI ▪ Pakistan

Professional Training & Certifications

Ÿ Diploma in Canadian Securities Course, Toronto

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