Joe Laird
Lake Mary,FL
Summary
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Director, International Settlements
PERSHING LLC
2022.01 - Current
- Responsible for managing a team of managers with a total of 28 reports spanning 3 departments in Lake Mary, Jersey City and Singapore
- Responsible for Global Network team where we manage Sub-Custodian relationships in 63 foreign markets across 27 agent banks
- Primary focus outside of management is driving revenue, reducing expenses, reducing risk, driving process efficiency, reducing waste and building solutions for clients who trade in both US and non-US markets
- Acting as the Compliance and Sanctions Lead for Global Clearance, expertly handling all compliance and regulatory matters related to Russia, Venezuela, and other key regions, ensuring strict adherence to international guidelines.
Group Manager, Global Trade Processing
PERSHING LLC
2007.01 - 2021.12
- Managed and led a dynamic team of 22 professionals across 4 departments, driving efficiency and team cohesion
- Served as the Business Owner for two critical post-trade applications, enhancing operational capabilities for both institutional and retail brokers
- Product owner of Central Trade Manager and Global Trade Management System
- Collaborated closely with technology teams to design and implement custom trading solutions from the ground up, demonstrating advanced technical acumen and project leadership.
Education
Online Degree in Front-End Web Design -
Udacity
04.2016
Bachelor's degree in Finance & Accounting -
University of Central Florida
Orlando, FL12.2006
Skills
- Trade Capture
- Trade Settlements
- Options Trading
- SharePoint and Power Automate
- Spanish: Business level proficiency
- Project Management
- Verbal and Written Communication
- Contract and Vendor Management
- Leadership Development
Certification
- FINRA Series 4
- FINRA Series 7
- FINRA Series 24
Timeline
Director, International Settlements
PERSHING LLC
2022.01 - Current
Group Manager, Global Trade Processing
PERSHING LLC
2007.01 - 2021.12
Online Degree in Front-End Web Design -
Udacity
Bachelor's degree in Finance & Accounting -
University of Central Florida
- FINRA Series 4
- FINRA Series 7
- FINRA Series 24
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