I am a senior treasury executive with over 30 years of experience leading global treasury operations, liquidity management, foreign exchange risk, and treasury technology transformation. I partner with executive leadership to drive financial strategy, improve operational efficiencies, and enhance global treasury processes. I also specialize in AI LLM model training for the finance domain, helping develop task prompts and rubrics to iteratively refine models for treasury and risk management. My work spans across TMS implementations, SaaS delivery, and cross-entity treasury transformation, always with a focus on strategic value, risk mitigation, and regulatory compliance.

I am a senior treasury executive with over 30 years of experience leading global treasury operations, liquidity management, foreign exchange risk, and treasury technology transformation. I partner with executive leadership to drive financial strategy, improve operational efficiencies, and enhance global treasury processes. I also specialize in AI LLM model training for the finance domain, helping develop task prompts and rubrics to iteratively refine models for treasury and risk management. My work spans across TMS implementations, SaaS delivery, and cross-entity treasury transformation, always with a focus on strategic value, risk mitigation, and regulatory compliance.

Available to hire

I am a senior treasury executive with over 30 years of experience leading global treasury operations, liquidity management, foreign exchange risk, and treasury technology transformation. I partner with executive leadership to drive financial strategy, improve operational efficiencies, and enhance global treasury processes.

I also specialize in AI LLM model training for the finance domain, helping develop task prompts and rubrics to iteratively refine models for treasury and risk management. My work spans across TMS implementations, SaaS delivery, and cross-entity treasury transformation, always with a focus on strategic value, risk mitigation, and regulatory compliance.

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Experience Level

Expert
Intermediate

Language

Portuguese
Advanced
Spanish; Castilian
Advanced
French
Advanced

Work Experience

Independent Consultant at CapAd Consulting, LLC
September 1, 2018 - November 10, 2025
Provide comprehensive advisory on cash flow budgeting and optimization, debt origination and restructuring, and capital markets and treasury advisory. Led TMS implementations, client-driven process automation, and cross-entity treasury transformation; developed cash flow models and executive-level reporting for treasury strategy and risk mitigation.
Sr. Client Strategist at Vericast (Harland-Clarke)
September 1, 2023 - September 1, 2023
Member of an externally hired senior team building out a Financial Institutions data analytics capability (Market Intelligence Platform) to support depository and lending marketing programs. Created customized risk- and data-driven programs for banks and credit unions, driving platform engagement and incremental revenue.
Managing Director, PNC Capital Markets at PNC Bank, National Association
September 1, 2018 - September 1, 2018
Led a client-facing hedging platform delivering tactical and strategic debt capital markets, fixed income, equity derivatives, and FX hedging; directed multi-entity cash management solutions; oversaw team development and risk controls while driving substantial revenue growth.
Senior Consultant, Capital Markets and Treasury Risk Management Practice at Ernst & Young Consulting
April 1, 1997 - April 1, 1997
Specialized in capital markets and treasury risk management consulting, diagnostics, and policy implementation for financial institutions; led domestic and international engagements with a focus on treasury and cash management processes and systems.
Manager, Global Financial Risk Management Practice at Coopers & Lybrand Consulting (Now PWC)
December 1, 1994 - December 1, 1994
Provided capital markets and treasury risk management consulting, systems design, and implementation for major financial institutions, including project leadership and high billings.
Account Manager at Royal Bank of Canada
May 1, 1991 - May 1, 1991
Managed corporate relationships, supported credit, cash management, and FX with product partners; contributed to client solutions across treasury and risk management.

Education

MBA, Financial Strategy and Applied Economics at York University
January 1, 1992 - November 10, 2025
Bachelor of Commerce (Honors) in Finance at Queen’s University
January 1, 1989 - November 10, 2025

Qualifications

Options and Futures Markets Valuation
January 1, 1995 - November 10, 2025

Industry Experience

Financial Services, Professional Services