Board Advisor & Executive Consultant
Managing Director · Bank of America Merrill Lynch
Career banker and risk management professional offering 30+ years of institutional expertise in foreign exchange and interest rate risk advisory — now seeking board advisory and consulting engagements.
Professional Summary
Strong background managing foreign exchange and interest rate risk management advisory teams. Developed marketing strategy for a 20-state territory and Eastern Canada. Full P&L responsibility with a focus on fostering individual achievement in a team-oriented environment. Excellent track record for hiring, mentoring, and developing high-performing analysts and associates — a player-coach and consistently the top individual revenue producer. Heavily involved in global account coordination with APAC, LatAm, and EMEA colleagues. Responsible for all team compliance and regulatory standards under Dodd-Frank, AML, KYC.
Career History
2009 – 2017
Managing Director · Chicago
1998 – 2009
Manager, FX Sales Group · Chicago
1995 – 1998
Manager, FX Sales Desk · London
1985 – 1995
Manager, FX Sales Desks · Dallas & Chicago
Areas of Expertise
Decades of advising large and mid-cap corporates on foreign exchange exposure, including forwards, options, and structured FX solutions.
Comprehensive expertise in interest rate and cross-currency swaps; key advisor on high-profile cross-border acquisitions and divestitures.
Built and led high-performing teams across multiple markets; consistent track record of hiring, mentoring, and developing top talent.
Deep coordination experience across APAC, LatAm, and EMEA; managed institutional and multinational client relationships internationally.
Full responsibility for team compliance under Dodd-Frank, AML, KYC, and related regulatory frameworks throughout his tenure.
Consistently drove 15% annual revenue growth; led the best-performing of four BAML offices nationwide over an eight-year period.
Background
BA (Honors) — Modern History with Economics
University of Manchester, United Kingdom
Available for board advisory & consulting engagements