Fred Falcones

Manage a team of Business, Operations and Technical professionals responsible for supporting the Portfolio Management, Trading, Trade Support and Trade Processing business. Responsible for the documentation and delivery of Project Objectives, Plan, Scope and Business Requirements for Global Banks, Brokerage Firms and Investment Companies. Document the Deadlines and Procedures, Training and Development, and Technical Requirements for Global Trade Capture, Routing and Execution, Settlements and Custody.

Managed the relationships with Institutional clients in North America and Latin America to support the SEI Portfolio Management, Trading Platform, International Clearance and Settlement of foreign securities and currencies.

Developed relationships with Senior Managers, Account Executives and Firm Traders to support the Portfolio Management and Trade Processing business.

Coordinated the rollout, implementation and user training of GCSS Optimization to manage assets and counter party risk due to Exposure and Coverage of Derivatives and OTC trading. The service was designed to attract Institutional customers in North America and Europe with assets in the range of $300 million USD.

Business Management, Economics, Financial Accounting, Information Systems, Marketing, Organizational Behavior and Development, Project Management, Strategic Human Resources Management - OSHA, and Statistics.