Company Info for fortisinvestments.com | IcebreakerMembers
Over 35 years in Capital Markets as primarily a data specialist covering trading data, market data, financial modelling, fund accounting and regulatory reporting in Investment Banking, Private Banking, Asset Management, Insurance and ETF environments. Experienced in regulatory implementations, large data/portfolio migration projects, Reconciliation, AML/MA, Order Management System simplementation/upgrades, data normalisation, quant analytics, plus ETL and Data Warehouse projects. Comprehensive knowledge of OTC and collateral trading and distribution/rebate contracts, document storage and retention. Strong personality, with data excellence, data integrity, regulatory compliance, and relationship management as my priorities - working at all levels to drive and implement the best data solutions in financial environments.
Extensive experience working with IT to investigate data anomalies, fund and forensic accounting issues, and MA/AML, liaising with Regulatory Authorities and external clients. Transaction monitoring and trade and transaction reporting specialist. Love working with IT, Legal and front office to implement the best data solutions. 
