Bill has over 30 years experience in global financial institutions with extensive expertise and knowledge of accounting, auditing, capital markets finance and financial reporting.
Expert knowledge of
. Capital Markets Finance . Regulatory Capital . Tax Operations . Financial Systems & Control . Financial Reporting . Policy frameworks for regulated financial institutions . Asset Liability Management . Balance Sheet Optimization . Interest rate risk hedging strategies . Interest rate risk sensitivity .Governance & Oversight
Bill also has extensive expertise in Internal Auditing: . All trading businesses, including fixed income, foreign exchange, equities, and structured products in Canada, U.S., United Kingdom, Australia, Japan, and Hong Kong . Capital Markets’ sales and trading businesses globally including GRM, operations and functions . Structured credit products . Structured interest rates, . Equities . Alternative assets . Annual audit planning . Continuous auditing
Experience
Royal Bank of Canada 2011 – 2016 Senior Director, IAS - HO Finance, Tax Operations, Reg Capital and Investor & Treasury Services Location: Canada
Royal Bank of Canada 2002 – 2011 Senior Manager / Director, IAS - Capital Markets Finance Location: Canada
Credit Suisse 1999 – 2002 Head of Financial Control, Greater China Location: Hong Kong
Deutsche Bank 1997 – 1999 Head of Controlling, Singapore Location: Singapore
Education
CICA, AICPA, CMA Canada, CA, CPA-US, CMA University of Waterloo: B Math
