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David O'Marra
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Dave O’Marra brings over 35 years of Wealth and Capital Markets experience from a wide range of financial services institutions, including global banks, and broker dealers. His experience has covered system conversions, broker dealer firm set up, broker dealer firm outsourcing, request for proposals, contract negotiations, vendor management along with senior operations management experience at a number of sell side firms. He has participated in a number of full service and Institutional back office systems conversions in roles as project manager, business analysts, tester and subject matter expert.
Prior to working at Capco Dave ran operations an IT as V.P. Director of Operations of Deutsche Bank and Deutsche Bank Securities. Dave was responsible for repo and securities lending finance, operations processing, data management, reporting and control. He was also responsible for setting up and maintaining CDS, DTCC OCC, CDCC and Euroclear depository/clearing accounts and created a prime brokerage service offering. Additionally, operations processing responsibilities included the bank’s FX transactions in addition to the dealer’s equities, options, listed derivatives, fixed Income, OTC derivatives & money markets processing. Dave has extensive senior management experience within operations, margin credit, operational risk, IT and compliance.
Experience highlights include:
Broker dealer back office set up and outsourcing of clearing and settlements including system integrations
Automation of listed derivatives using ION RISC application along with interfaces from front end systems, ME/CDCC
Expert working and management knowledge of post trade processing, clearing & settlement depositories systems
Significant knowledge of various back office vendor system packages such as IBM, SunGard, Broadridge, Thomson Reuters
Data management and requirements gathering of data for front office, middle office, operations, compliance and general ledger
Prior to working at Capco Dave ran operations an IT as V.P. Director of Operations of Deutsche Bank and Deutsche Bank Securities. Dave was responsible for repo and securities lending finance, operations processing, data management, reporting and control. He was also responsible for setting up and maintaining CDS, DTCC OCC, CDCC and Euroclear depository/clearing accounts and created a prime brokerage service offering. Additionally, operations processing responsibilities included the bank’s FX transactions in addition to the dealer’s equities, options, listed derivatives, fixed Income, OTC derivatives & money markets processing. Dave has extensive senior management experience within operations, margin credit, operational risk, IT and compliance.
Experience highlights include:
Broker dealer back office set up and outsourcing of clearing and settlements including system integrations
Automation of listed derivatives using ION RISC application along with interfaces from front end systems, ME/CDCC
Expert working and management knowledge of post trade processing, clearing & settlement depositories systems
Significant knowledge of various back office vendor system packages such as IBM, SunGard, Broadridge, Thomson Reuters
Data management and requirements gathering of data for front office, middle office, operations, compliance and general ledger
Expertise
. Capital Markets . Wealth Management . Strategic & Tactical Planning
. Problem Resolution . Reconciliations Risk Management . Project Management . Business Analysis
. Clearing & Settlements . Operational Development . System Integrations . Requirements Gathering
. Quality Assurance . Vendor Partnerships . Compliance . Data Management . Operational Outsourcing
. Communications . Contracts & Negotiations
. Process Improvements . Accounting Systems . Middle Office
. Capital Markets . Wealth Management . Strategic & Tactical Planning
. Problem Resolution . Reconciliations Risk Management . Project Management . Business Analysis
. Clearing & Settlements . Operational Development . System Integrations . Requirements Gathering
. Quality Assurance . Vendor Partnerships . Compliance . Data Management . Operational Outsourcing
. Communications . Contracts & Negotiations
. Process Improvements . Accounting Systems . Middle Office
Experience
. TMX (Toronto Stock Exchange)
. TD Securities
. CIBC
. Charles Schwab
. HSBC
. Deutsche Bank
. Capco
. Key Bank
. Broadridge
. TMX (Toronto Stock Exchange)
. TD Securities
. CIBC
. Charles Schwab
. HSBC
. Deutsche Bank
. Capco
. Key Bank
. Broadridge
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Systems & Applications
. Software Applications: MS Project, MS Office Suite, Excel, Visio, AS400. ALM, Sharepoint, Jira, Quality Suite, Insight, Google office suite, Confluence . Vendor Systems: IBM (SIS), Broadridge (BPS, Dataphile, Gloss & Impact), CGI (E-settlement), SunGard (Phase 3 & Loanet), Pershing Netx360, Thompson Reuters (Beta) systems, CDS, CDCC, DTCC, Euroclear . Projects: Waterfall and Agile methodologies |
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