Patricia Lifson
Gallatin
Summary
Results-oriented SVP with extensive experience in FX trading and risk management. Increased FX trading revenue from $600,000 to $5 million and established a successful Interest Rate Derivative business averaging $10-$12 million annually. Skilled in regulatory compliance and operational efficiency, driving consistent revenue growth.
Overview
17
17
years of professional experience
Work History
SVP and Head of Treasury Trading
Israel Discount Bank of New York
New York
11.2009 - Current
Enhanced bank's FX capability, increasing annual FX income from $600,000 to nearly $5 million through client engagement and marketing. Developed electronic FX portal for clients to transact and manage non-USD accounts. Launched Interest Rate Derivatives product, overseeing system acquisition, personnel hiring, and regulatory documentation, generating $10 - $12 million in annual income, significantly contributing to bank's revenue.
- Directed strategic initiatives that improved operational efficiency across financial services, leading to streamlined processes and enhanced service delivery.
- Oversaw risk management practices, ensuring compliance with regulatory standards and minimizing potential financial risks.
- Collaborated with senior leadership to develop long-term business strategies and objectives.
Education
Skills
- FX trading
- Interest rate derivatives
- Trading platforms
- Risk management
- Regulatory compliance
- Trading operations management
- Operational efficiency
- Team leadership
- Client management
- Strategic marketing
- Revenue generation
- Marketing skills
- Problem solving
- Effective communication
- Policy development
Custom Section 1
- 30+ years of experience in the FX Markets
- Previous employer PNC Bank, Pittsburgh PA (12 years)
- Specialized in FX Sales
- FX Marketing to bank clients and smaller banks
- Originated "White Label" FX Payment Platform offering for smaller banks
Timeline
SVP and Head of Treasury Trading
Israel Discount Bank of New York
11.2009 - Current