My skills as a Chief Operating Officer allowed me to proactively manage complex trading business involving debt, fixed income, and derivative-related securities for USBank. With a career that reflects the ability to manage and embrace change, I assumed increasing levels of accountability and authority via promotion. I enjoy contributing my expertise to create and support robust operations
My skills as a Chief Operating Officer allowed me to proactively manage complex trading business involving debt, fixed income, and derivative-related securities for USBank. With a career that reflects the ability to manage and embrace change, I assumed increasing levels of accountability and authority via promotion. I enjoy contributing my expertise to create and support robust operations that are streamlined and provide a strategic framework for business development and growth. Over my career, I have served as a collaborative business partner, a role that has allowed me to capitalize on my entrepreneurial spirit to recommend and drive change management initiatives while eliminating risk. It is my strong leadership skills that continue to serve as the cornerstone of my success.
Some of my core competencies include the following:
➜ Operational, Market, & Credit Risk
➜ Financial Product Oversight & Control
➜ Program Management & Oversight
➜ Committee Influence & Direction
➜ Regulatory Risk Frameworks
➜ Dodd-Frank Compliance
COO, Managing Director of Capital Markets @ Manage a revenue-generating capital markets business and oversee a substantial multi-million-dollar budget. Interact on regular basis with heads of largest trading desks and product groups and maintain control function integrity. Supervise five executive-level direct reports. Run strategy, planning, expense management, and revenue and financial control functions that impact eight distinct trading businesses.
➜ Launched and grew US Bank’s investment banking / capital markets division, expanding on existing interest rate derivatives, foreign exchange, and loan syndication trading desks.
➜ Recruited teams and oversaw implementation of technologies to build a high grade and high yield fixed income, private placements, secondary loan sales & trading, and municipal bond department.
➜ Built a state-of-the-art trading floor in bank’s Chicago office that consolidated previously separate interest rate and foreign exchange sales & trading platforms. From 2009 to Present (6 years) Greater New York City AreaCOO, Managing Director of Global Credit Trading @ Formulated strategies that contributed to $2B in high yield and high grade credit derivative, bond, preferred stock, secondary loan, distressed, short-term fixed income, and corporate bond syndicate revenues in North America, Europe, and Asia. Promoted four separate times over tenure.
➜ Managed and oversaw legal and regulatory compliance functions for global credit trading business.
➜ Directed, led, and completed Bear Stearns merger integration in an unprecedented three-month timeframe. Transferred 170,000 CDS trades and migrated over 1,500 cash positions.
➜ Increased corporate bond “matched book” revenues to $6M from $500K in less than four years. From 1993 to 2009 (16 years) Greater New York City AreaVice President, Global Investment Banking Division @ Recruited to serve as business manager for high yield bond, investment grade bond, convertible bond, equity, and private placement departments. Successfully positioned firm as one of the top three cash equity businesses on Wall Street by creating infrastructure to deliver equity underwriting services with Federal Reserve Bank approval. From 1991 to 1993 (2 years) Greater New York City AreaVice President, Capital Markets Division @ From 1989 to 1991 (2 years) Greater New York City Area
BBA, Finance @ Baruch College, City University of New York (CUNY) From 1982 to 1986 Robert Berk is skilled in: Financial Operations, Financial Services, P&L Management, Operational Risk..., Strategic Planning, Strategic Partnerships, Capital Markets, Dodd-Frank, Business Process..., Procedure Development, Financial Controls, Revenue & Profit Growth, Trading Systems, Financial Technology, Merger Integrations, Investments, High Yield Bonds, Asset Management, Banking, Bonds, Credit Derivatives, Derivatives, Equities, Hedge Funds, Fixed Income, High Yield, Investment Banking, Leveraged Finance, Loans, Management, Risk Management
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