Finance & Strategy

Director,
Project Control Office,
Barclays Capital Group, New York
Systematically and continuously review and upgrade all financial and operational controls to create an environment of self-assessment that anticipates business and regulatory needs.
Controller,
WealthPlace
Create the financial infrastructure for this startup financial services provider. Manage and monitor its fiscal evolution through second-round funding to IPO.
CFO,
Instinet
Direct worldwide finance, control, operations, and human resource activities of this $400 million market data provider.
Global CFO,
Barclays Capital Group, London
As a member of the Global Management Committee, develop and manage on a worldwide basis all financial reporting, planning, budgeting, and product control.
MD, CAO,
Morgan Stanley
Direct the accounting and control activity worldwide.
MD, Global Head of Product Control,
Barclays Capital Group, London
Revamp the global product control processes and systems with an emphasis on fixed income and equity derivative products.
Principal,
Controller and Business Manager,
Fixed Income,
Morgan Stanley
Global risk management and financial control for fixed income derivatives.
Principal, Head of Internal Audit,
Morgan Stanley
Revamp the internal audit capability and establish the function as a critical management resource.