William J. Dennen
Avon,OH
Summary
Results-driven Financial Executive specializing in foreign exchange trading and strategic financial solutions that drive growth. Expertise in forex operations, budget management, and risk mitigation, with a strong focus on portfolio oversight and market trend analysis. Communicates effectively to foster collaboration and solve complex financial challenges.
Overview
1
1
Certification
2027
2027
years of professional experience
Work History
Citizens Banker
Citizens Bank
Westlake, OH
07.2024 - 10.2026
- Guided customers on banking products and financial planning, contributing to informed financial decisions.
- Reviewed customer financial details to identify suitable banking products, enhancing customer satisfaction.
- Directed Citizens Bank customers to lending and investment specialists.
- Monitored account activity for fraud indicators and flagged suspicious transactions, ensuring customer security.
Foreign Exchange Trader
Self Employed
Avon, OH
01.2016 - 03.2024
- Supported revenue growth through tactical foreign exchange trading and execution of strategic plans.
- Executed foreign exchange trades via self-managed brokerage platforms.
- Identified trade opportunities by analyzing market trends and economic data.
- Conducted fundamental and technical analysis to support and/or alter strategic approach.
Senior Vice President Foreign Exchange Trading
Keybank
Cleveland, OH
06.1998 - 12.2015
- Consistently exceeded budgetary goals by continuously managing spot and forward currency risk, while pricing and overseeing exposure in options and non-deliverables.
- Delivered exceptional leadership and guidance in implementing trading strategies ensuring consistently profitable outcomes.
- Provided effective execution of orders and monitored risk for clients and other traders.
- Uncovered developments across FX markets and formulated written analyses/forecasts for publication on the Bank's website, as well as a continuous live commentary used by many of the Bank's departments.
- Provided effective advice and guidance to sales team on timing and viability of trades to boost overall sales and secure optimal value.
- Directed and instructed a team of up to 8 traders, fostering continuous performance improvement.
- Led integration of advanced technologies and process automation to streamline operations.
Vice President Foreign Exchange Trading
Commonwealth Bank of Australia
New York, NY
Foreign Exchange Trader
The Hong Kong and Shanghai Banking Corporation
New York, NY
Education
Courses - Business Administration & Management
New York University
New York, NYCourses - Microbiology & Animal Science
Cornell University
Ithaca, NYSkills
- Foreign exchange trading
- Market analysis
- Risk management
- Financial strategy development
- Trading platforms proficiency
- Customer financial analysis
- Profitability and cost control
- Customer relationship management
- Team leadership
- Staff training
- Mortgage loan origination
Certification
- NMLS number and certification
- Notary Public, State of Ohio
Timeline
Citizens Banker
Citizens Bank
07.2024 - 10.2026
Foreign Exchange Trader
Self Employed
01.2016 - 03.2024
Senior Vice President Foreign Exchange Trading
Keybank
06.1998 - 12.2015
Vice President Foreign Exchange Trading
Commonwealth Bank of Australia
Foreign Exchange Trader
The Hong Kong and Shanghai Banking Corporation
Courses - Business Administration & Management
New York University
Courses - Microbiology & Animal Science
Cornell University