Manage two family trusts, including estate liquidation and on-going asset management

Broadridge acquired Paladin in April 2018.
• Build consulting practice, lead sales pursuits and manage client relationships
• Technical guidance and project management for risk, governance and regulatory projects

• Enterprise risk management and governance framework evaluation, development and implementation
• Dodd-Frank Act regulatory implementation, communication planning and examination preparation (Volcker Rule, CCAR)
• Model governance evaluation, framework development and implementation
• Target operating model design and operational remediation
• Current state vs. future state assessment
• Recruiting, coaching and mentorship

• Valuation and model control for physical and financial electric power, natural gas, forest and emissions products, including structured transactions
• Valuation and reserve methodologies
• New product approval
• Balance sheet substantiation

• Product Control leader for physical and financial electric power, natural gas, coal, emissions and structured products
• New product approval and structured transaction execution across infrastructure groups
• Valuation and marking methodology review
• Counterparty bankruptcy claims

• Complex trade review, operations analysis and process improvement for physical and financial electricity, natural gas and oil/liquids
• Operational remediation and redesign for OTC credit and interest rate derivatives
• Market risk functional effectiveness review
• Valuation and balance sheet substantiation for energy derivatives
• Tri-state Asian affinity group co-chair