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Kevin Cooke

Kevin Cooke


As CEO, my major responsibility is to ensure our clients receive a consistently high quality and market leading service. Many of our clients are long standing so it is essential that in return for their trust, we take control and leverage our expertise to their advantage.

Given the complexity of the financial environment, I believe that only by empowering our consultants to challenge the norm can an optimal solution be found. My extensive knowledge of financial sponsor transactions means I know exactly what investors require and the responsiveness and detail they demand.

In my spare time I play golf regularly and enjoy playing football, albeit I have been recently dropped to a sideline role.

Read more from Kevin in our latest Insights

My Experience

Joined PMC Treasury in 2001

Member of the Chartered Institute of Bankers
Member of the Association of Corporate Treasurers

Yagnish Chotai

Yagnish Chotai


Appointed Chairman following Inflexion’s investment in PMC in October 2018. I have extensive experience in the Private Equity industry and have been chairman and NED of a number of private equity backed businesses.

I have worked with PMC for over 20 years and believe that its independent advice can add real value in the often-neglected area of treasury operations.

Appropriate strategies for cash, foreign exchange and interest rate risk management can make a real difference to a company’s financial performance and risk management. The team at PMC has advised corporates, infrastructure funds, and private equity backed companies over a long time, and is the natural port of call for treasury related services.

My Experience

1996–2009

Partner at Cinven involved in numerous successful transactions in a variety of industry sectors.


1992–1996

Deputy Managing Director at Gresham Trust (small cap private equity business).


1988–1992

Director, Hill Samuel Development Capital.

Rob Parker

Rob Parker


I joined PMC in November 2023 as CFO.

I bring 30+ years’ of global financial experience across multiple sectors, including professional services, private equity and corporates. My career has been spent within growing/developing businesses, driving that growth both organically and through M&A.

I have three children and when they permit enjoy cycling, walking and travel.

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My Experience

Joined PMC Treasury in 2023

 2023 – 2023

Interim CFO – SRPD Limited

  • MIcompany
  • Attivo Group Limited

 2018 – 2022

CFO – RBG Holdings PLC


2016 – 2018

Interim CFO – SRPD Limited

  • C7 Limited
  • Newlyn PLC

2014 – 2015

CFO – Ubisense PLC


2007 – 2012

CFO – TMO Renewables Limited


1995 – 1999

VP Finance Reporting – Sumitomo Electric Europe

Michael Pearce

Michael Pearce


While the world in which PMC operates has changed enormously over the last 30 years, the principles upon which the company was founded have not varied and would be – indeed still are – recognised by PMC’s first clients. Independence, integrity and impartiality are the source of PMC ‘s success and while the individual business challenges (technological, regulatory, economic, legal, etc.) have changed over time these values remain uncorrupted and are in large part the reason for the company’s longevity. As founder and Honorary President of PMC my continued association with the company reflects its commitment to its original principles and is a source of personal pride to me.

Read more from Michael in our latest Insights

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My Experience

2018 – Present

Honorary President PMC


2014 – 2018

Non-Executive Director PMC


1989 – 2014

Managing Director PMC


1987 – 1988

Cranfield MBA


1980 – 1987

Sterling money markets, Corporate desk, London


1973 – 1980

Money markets in London, Hong Kong, Singapore, Bahrain
MBA – Cranfield

Tom Baker

Tom Baker


As Chief Transformation Officer, my mission is to build and execute a transformation programme that acts as a driving force behind PMC’s commitment to growth, innovation, and client success.

I work across our business lines to ensure that we continuously evolve as an organisation. Our structured, unified approach to transformation helps ensure that we consistently meet our clients’ needs and remain at the forefront of our industry.

Throughout my career, I have worked with a range of organisations to enable strategic growth and operational excellence, with a particular focus on high growth, private equity backed organisations in the finance and professional services sectors.

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My Experience

Joined PMC Treasury in 2023

2021 – 2023

Director of Business Operations – proSapient


 2020 – 2021

Business Manager – Duco Technology Ltd.


2013 – 2020

Manager (Business, Risk and Controls) – PwC


James Wood-Collins

James Wood-Collins


In my role as Head of Fund Level Risk Management I develop and lead ongoing risk management programs for funds in private equity, private debt, infrastructure, renewable energy, real estate and other asset classes.

These ongoing risk management programs can encompass currency, interest rate, inflation, commodity and energy price risks and complement PMC Treasury’s long-standing expertise and leadership in transactional event-based risk management, as well as operational treasury consulting.

I am also a member of PMC Treasury’s Leadership team and contribute to the continued global growth strategy across and between products and services.

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My Experience

Joined PMC Treasury in 2021

 2020 – 2021

VP, Corporate Strategy – QuantuMDx Group Limited


 2008 – 2020

CEO, Chair of Executive Committee & member of Investment Committee – Record plc

Client Team Director – Record Currency Management Limited


2005 – 2008

Managing Director, Financial Institutions Group – J.P. Morgan Cazenove


1994 – 2005

Vice President – London – J.P Morgan

Associate – New York – J.P Morgan

Analyst & Associate – London – J.P Morgan

Dave Robertson

Dave Robertson


I lead PMC’s Treasury Solutions business, assisting PMC clients in optimizing their Treasury and Working Capital functions.

My team and I help PMC clients improve efficiency, increase revenues and strengthen their balance sheet through process redesign, automation and analytics-driven decision support.

I have three children and enjoy playing the piano, running and cooking.

My Experience

Joined PMC Treasury in 2020

 2017 – 2020

Head of Payments Advisory & Solution Consulting – Deluxe


 2002 – 2017

Head of Commerical Banking Practice – Novantas / Treasury Strategies


 2000 – 2002

Chief Operating Officer – Carole Robertson Center for Learning


 1985 – 2000

Managing Director – Bank of Montreal

Emma Hamill

Emma Hamill


I joined PMC in 2014, following an MBO.  I have 20 years’ global experience managing operational divisions for financial consultancies, retail and marketing companies.  Having built, run and enhanced operational infrastructures, from the ground up I have a unique insight into the various components required to make a business successful including development and implementation of a HR strategy, business development disciplines, CRM tools, IT & cyber security, administration and project management.

My Experience

Joined PMC in 2014

2010 – 2013

Operations Manager – PHAROS Financial Group, Sydney


2007 – 2009

Operations Manager – Boomerang Integrated Marketing, Sydney


2001 -2005

Operations & Contact Centre Manager – Coles Myer Group, Sydney

Chris Danielian

Chris Danielian


I oversee Risk Management globally and my goal, for all projects, is a fundamental understanding of the needs of the client, which translates into meaningful solutions, succinct analysis and a clear and concise path forward.  I want all of our clients to feel that PMC is in control of the process and that they are in safe hands.

When my three kids aren’t keeping me busy I enjoy amateur mathematics, playing guitar, flying planes and playing soccer.

Read more from Chris in our latest Insights

My Experience

Joined PMC Treasury in 2012

2009-2011

RMI International LLC, partner, quantitative risk management consultancy.


2002-2009

Precept Asset Management LLC, Principal, fixed income hedge fund.


1997-2002

JPMorgan Chase, VP, manager of emerging markets fixed income derivatives desk.


1993-1997

Massachusetts Institute of Technology, BS Physics & BS Finance.

Mark Beaumont

Mark Beaumont


My extensive network, product and industry knowledge offer clients further expertise as they face challenges with changing markets, technology and regulations. Over my career I have a proven track record of delivering bespoke Risk Solutions to a wide range of clients, including Funds, Corporates and Financial Institutions.

I’m very excited to join PMC at this important juncture in their long and successful history. As I embark on the next chapter in my career, I look forward to building sustainable relationships with our clients based on a spirit of true partnership.

My Experience

Joined PMC Treasury in 2019

 2012 – 2019

Managing Director, Risk Solutions Group – Nomura International


 2006 – 2012

Managing Director, Corporate Risk Solutions – RBS GBM

Gavin Da Cunha

Gavin Da Cunha


I joined PMC to lead and grow the Asia Pacific Risk Management and Treasury Solutions businesses. I bring experience, a passion for finding solutions and an empathy to client problems which will develop and deepen our client relationships and shape our future strategy.

I have 22 years of markets and client experience. Most recently as an MD at Deutsche Bank for 2 years and prior to that as an MD at Goldman Sachs, where I was for 12 years. In both those roles I managed large Liability Risk Management businesses across Europe and significantly developed their Corporate and Sponsor Solutions business and strategy. In between I spent time in Asia on the investment side working with High Net Worth clients and Family offices actively investing and trading across markets.

When financial markets and family aren’t keeping me busy I enjoy exotic travels, playing tennis, am a big foodie and love footie. My clients, colleagues, family and friends can always be sure they will “Never walk alone!”

My Experience

Joined PMC Treasury in 2017

2014-2016

Deutsche Bank AG London, Managing Director, Capital Markets and Treasury Solutions, FX


2007-2011

Goldman Sachs International, Managing Director FICC, Head of European Corporates, Financial Sponsors and Public Sector business


2000-2007

Goldman Sachs International, Executive Director FICC


1991-1994

London School of Economics, BSc Economic

Jon Scott

Jon Scott


BCom, FCA, AMCT

I lead PMC’s North American team in bringing Treasury Solutions to our clients. This means everything from helping build and run Treasuries through to developing and delivering solutions to improve or enhance Treasury activities.

I’ve spent more than 25 years building, running and improving Treasury operations for a broad range of public and private companies around the world across most industries. In complex and transitional environments, I can leverage my experience and the team’s skills to make Treasury one less thing for you to worry about.

When I can I spend time with my wife and two sons, and also enjoy playing soccer, racing cars, triathlons and skiing.

My Experience

Joined PMC Treasury  in 2008

PMC Assignments

Wilsonart LLC, Global
Genesys Telecommunications Laboratories, Inc, Global
ACR Electronics, Inc, US
Physio Control International, Inc, Global
Capsugel Inc, Global
Ellucian, Global


1998 – 2008

Director of Treasury Advisory Services, PwC, New York


1990 – 1998

Manager of Treasury Consulting, Price Waterhouse, London
B.Com. Birmingham University, England
FCA Fellow of the Institute of Chartered Accountants in England and Wales
AMCT Associate Member, Association of Corporate Treasurers, UK
Member, Association of Financial Professionals, USA

Eric Peterson

Eric Peterson


As head of our European Treasury Solutions business, I bring innovative value adding solutions to complex treasury challenges.

Treasury is complicated and the PMC team meets treasury challenges with solutions that add value through monetary savings, process efficiency, and analytics that support optimal decision making.

I am a native Texan with a Hungarian partner and a young daughter who enjoys coaching American Football in Regents Park.

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My Experience

Joined PMC Treasury in 2023

 2003 – 2022

Director and Head of Corporate Treasury Advisory Services – KPMG (2017-2022)

Audit and Corporate Treasury Roles – KPMG (2003-2017)

Lars Vicksen

Lars Vicksen


As a Senior Treasury Solutions Consultant, I help to provide efficient and innovative solutions to treasury and working capital related issues facing our clients.

Originally from Sweden, I have worked in treasury functions as well as being CFO in Europe, Asia and the US giving me a global perspective that can help broaden the conversations and provide tailored solutions to our clients.

Currently based in the US, I’m married, and we have a son and I thoroughly enjoy watching him play baseball. I’m a runner and I play tennis and golf.

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My Experience

Joined PMC Treasury  in 2023
2019 – 2022
General Manager, Alta Cycling Group LLC

2018-2019
Senior Vice President Finance, Accell North America Inc

2008 – 2016
Philip Morris International Inc
  • Director Finance and IS Thailand 2013 – 2016
  • Director Finance The Philippines 2010 – 2013
  • Director Treasury Corporate Finance 2008 – 2010

2002 – 2008
Koninklijke Ahold NV
  • Vice President Deputy Treasurer–Switzerland 2007–2008
  • Deputy Treasurer Switzerland,USA 2004–2007
  • Director Treasury (Europe&USA)–Switzerland 2002–2004

2001 – 2002
TPG NV
Assistant Treasurer

1995 – 2001
Svedala Industri AB
  • Senior Vice President, Treasurer 1998 – 2001
  • Assistant Group Treasurer 1996 – 1998

Jens Hensel

Jens Hensel


Having worked in banking, as a corporate and as a consultant I have a unique insight which allows me to understand the needs and challenges of all parties.

With many years of experience in advising on complex transactions both in risk management and operational treasury I create value for our clients both in developing appropriate hedge strategies as well as ensuring an efficient implementation process.

As a native speaker, our German clients do not meet any language barriers when they deal with PMC which comes in handy especially if hedging is not part of a client’s daily business.

My Experience

Joined PMC in 2007

2005-2006

Dohle Handelsgruppe, Head of Treasury and Controlling, Germany


2003-2005

DEG mbH, Investment Manager, Germany


2001-2003

Deutsche Bank AG, Credit Analyst/ Relationship Manager, Germany

Steven Polak

Steven Polak


I provide our clients with high-level advisory services which help create and manage the Treasury operations function within their organizations.  Using a hands-on approach, I work with our clients to help in identifying risks, ensuring adequate liquidity, along with managing their day-to-day cash management requirements.

Throughout my career I have had the opportunity to develop Treasury organizations from the ground up.  Ensuring proper controls, policies, and procedures were put in place, along with developing strong working relationships amongst Treasury, Finance, Tax, and Legal groups, as well as with external partners in the Banking and Investment communities.

With PMC, I am proud of the partnerships I have built with the clients that I have helped.  They appreciate the time and dedication that I give to each and every project and know that they also have the support and skills of an extensive PMC Treasury team.

My Experience

Joined PMC Treasury in 2015

2012 – 2015

Director of Treasury, Tiffany & Co.


2009-2012

Manager, Cash Management, PSE&G


2008-2009

Vice President, Aegis Media Americas


2001-2008

Vice President, Global Cash, Cendant/Travelport Ltd.
MBA Corporate Finance
Member of the Association For Financial Professionals

Nick Mahoney

Nick Mahoney


Passionate about business strategy, I recently joined the PMC Treasury transformation team, where I focus on driving innovation and implementing improvements to enhance service standards for our clients. My experience includes collaborating with large companies in the FMCG, Aviation, and Government sectors, giving me practical insights into the essential systems, frameworks, and tools necessary for fostering growth.

I hold a master’s degree in business management and a bachelor’s degree in civil engineering both from the University of Canterbury (New Zealand). Outside of work, I enjoy traveling, kitesurfing, playing tennis, and binge-watching “Grand Designs.”

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My Experience

Joined PMC Treasury in 2024

2020 – 2023

Senior Transformation Analyst – Air New Zealand (New Zealand)


 2018 – 2020

Consultant – EY (New Zealand)


2017

Project Manager – NCTIRtdd (New Zealand)


Edward Mundt

Edward Mundt


As part of PMC’s Treasury Solutions team, I leverage my 20+ years of corporate treasury experience to help our clients optimize liquidity and transparency through innovation and analysis. Focusing on automation, bank relationship rationalization, working capital, forecasting, risk management, and the treasury organization, the goal is always to deliver maximum value.

Now US-based, I have lived and worked throughout Asia, Europe, and the Americas. Besides travelling, I enjoy mentoring start-ups and spending time with family.

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My Experience

Joined PMC Treasury in 2022

 2021 – 2022

VP of Treasury & Operations – Thoma Bravo


 2017 – 2021

VP of Treasury for various portfolio companies – BDO USA, LLP


 2016 – 2017

Treasury Operations Director – Magic Leap


 2014 – 2016

Global Treasurer – Hard Rock International


 2010 – 2014

Director of International Treasury (Hong Kong, London and US)

Richard Hall

Richard Hall


As a Risk Management Consultant I provide support to our financial sponsors and corporate clients and provide peace of mind that their risk management, hedging, and treasury needs are taken care of in a thorough and efficient manner.

With over a decade of experience in global capital markets, I have advised a wide variety of clients with a range of investment strategies.

Personally, I enjoy endurance sports and regularly compete in ultra trail running and Ironman triathlon competitions all around the world.

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My Experience

Joined PMC Treasury in 2023

2020-2021

Risk Management Advisory – Validus Risk Management  – London


2015-2019

Senior Consultant – Chatham Financial – London & Singapore


2010-2014

Senior Associate – Stifel Nicolaus – Investment Banking – USA


Jeff Diorio

Jeff Diorio


I manage PMC’s Treasury technology advisory as part of the Treasury Solutions business, assisting clients in optimizing and automating their Treasury and Working Capital operations.

I bring 30 years of experience in both financial technology as well as global treasury operations to help PMC clients realize enhanced efficiency, control around liquidity, payments and financial risk mitigation.

Now that our 3 children are grown and out of college, my wife and I enjoy travel, the beach and music.

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My Experience

Joined PMC Treasury in 2021

 2012 – 2021

Novantas / Treasury Strategies – Principal & MD of Corporate Treasury and Technology advisory


 2008 – 2012

Vice President Sales & Client Services – various Financial Technology firms


 1991 – 2007

SunGard Treasury Systems – Vice President Sales, Product & Client Services


Shernelle Cox

Shernelle Cox


My role at PMC Treasury is to oversee and manage the HR function covering all elements of the employee lifecycle and to provide support to the Group Operations team.

I am always intent on undertaking and developing effective HR strategy and building strong stakeholder relationships and engagement. To better equip myself to do so efficiently and effectively, I’ve recently completed a CIPD HR Business Partner Programme.

In my spare time I enjoy spending time with family and friends, trying different cuisines and going to the gym.

 

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My Experience

Joined PMC in 2022

2018 – 2022

The Chartered Institute of Internal Auditors – Senior HR Advisor


2011-2018

The Nautical Institute – Assistant Manager, HR


Tanveer Hasan

Tanveer Hasan


I have 20 years of experience in derivatives sales, emerging markets structuring, and corporate risk solutions in Europe and the Middle East. With my experience in interest rate, FX, and my knowledge of credit and banks’ internal processes, I am in a unique position to ensure our clients receive the best bespoke solution.

I thrive on being able to view the situation from the perspective of the client, allowing me to provide an independent, impartial, professional yet personal service.

I love to spend my spare time with my family, and I am a big fan of cricket.

My Experience

Joined PMC Treasury in 2017

2016-2017

Director, Corporate Risk Solutions, HSBC


2014-2016

Head of Interest Rates UK CMB Sales, HSBC


2011-2013

Director EM Corporate Sales & Structuring, HSBC


2004-2011

Director, Corporate Risk Advisory, HSBC Bank Middle East, Dubai

Jose Antonio Casas

Jose Antonio Casas


As a Hedge Accounting and Valuations Consultant at PMC Treasury team I use my global consulting experience and in-depth understanding of accounting and valuations of financial instruments, hedge accounting and treasury governance and controls experience to provide our clients with best practice solutions.

In my spare time, I enjoy spending time with his friends and family, reading and watching sports (particularly F1, football and NFL).

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My Experience

Joined PMC Treasury in 2023

2021-2023

Treasury Assurance Manager – Deloitte (London)


2017-2021

Financial Risk Management, Senior Manager – KPMG (Mexico)


2015 – 2017

Transfer Pricing Associate, PwC – Mexico


Wes Price

Wes Price


I joined the London PMC Treasury team to both strengthen and grow the Risk Management business.

I have over 20 years experience in foreign exchange and interest rate risk management across a range of geographies and institutions, including Deutsche Bank, Bank of America Merrill Lynch and NatWest Markets. I’ve led teams with responsibility for Strategic and Event Driven Risk Management, Capital Structuring Advisory and FX Structuring. The focus in each of these roles has been to develop solutions that identify, quantify & address transformative risks within my clients businesses and ensure they achieve efficient and effective mitigation throughout the lifecycle of the exposure.

Outside markets, I’m a motorsport enthusiast and spend much of my time on the road working with my eldest son as he embarks on a career as a race driver. You might say there’s a parallel to the world of financial markets – it’s fast paced & exciting, and requires careful planning and detailed preparation to maximise the end result!

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My Experience

Joined PMC Treasury in 2022

2021 – 2022

MD, FX Sales – NatWest Markets, UK


2013 – 2019

MD – Head of Strategic & Event Driven Solutions – Bank of America Merrill Lynch, UK


2007 – 2013

Director/Co-Head of Private Side FX Structuring, Global Markets – Deutsche Bank, UK


2001 – 2007

VP, FX Sales & Structuring – ANZ Investment Bank, Australia

Mrona Alhumoud

Mrona Alhumoud


I joined PMC as a Hedge Accounting Analyst to support the delivery of hedge accounting reports and PMC Analytics web-based valuation services.

Having demonstrated a history of academic attainment and skills in enterprise risk and internal controls, I have noteworthy experience in conducting vigilant evaluation and effective analysis to assist clients in implementing an appropriate hedging strategy.

In my spare time, I enjoy the outdoors, networking & social events, working out and playing piano.

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My Experience

Joined PMC Treasury in 2023

2020-2022

Accounting Specialist – British Syrian Society


2017-2020

Financial Analyst – Aramvo (ASC)


2015

Master of Science (MSc Finance) – Oxford Brooks University


2013

Master of Arts (MA Accounting) – University of West of England


2012

Bachelor of Science (BSc Economics & Accounting) – American University of Beirut

Tarek Imran

Tarek Imran


As a Senior Risk Management Consultant, my responsibilities include providing interest rate, currency and commodity risk management insight for corporates and financial sponsors.

Effective long-term risk management requires a holistic approach, to ensure all client specific and market factors that impact a client’s overall risk exposure are taken into account. By pursuing such an approach, the client is assured of a comprehensive risk analysis that leads to the most suitable hedge solution.

My significant client management and risk analysis experience lends itself to clear and insightful guidance that clients can rely on.

My Experience

Joined PMC Treasury in 2018

1990-2017

SMBC Capital Markets, Inc (Sumitomo Mitsui Banking Corporation)


1991

MBA International Finance – St John’s University – New York


1989

Bachelor of Science – Finance, Economics & Real Estate – Temple University, Philadelphia, PA

Phil Valvona

Phil Valvona


As a member of our European Treasury Solutions business, I assist our clients identify opportunities and solutions within their Treasury teams.

Over the last 20 years, I have worked across Treasury and Investment teams across banks, insurance companies and large multinational corporates, which gives me a unique perspective. I have led teams managing cash, FX and interest rates through two crises, developed risk policies and built innovative solutions, and focused on the role of data in decision making.

Outside of work, you’ll probably find me cycling, baking bread, or driving my three young children to parties.

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My Experience

Joined PMC Treasury in 2023

2017 – 2023

Principal, Corporate Finance – BHP

Acting Head of Finance Markets – BHP

Manager, Treasury Risk – BHP


2017-2019

Head of Liquidity Management – Guardian Financial Services


2013

VP, Funding & Liquidity Management – Barclays Capital


2007-2013

Director, Balance Sheet Management – HSBC

Head of Funding (Director), Structured Investment Vehicles – HSBC


2005-2008

Portfolio Manager, Structured Investment Vehicles – Citibank


 


Ravi Nursey

Ravi Nursey


As senior member of PMC Risk Management Team based in New York, my role is to serve our clients’ needs applying PMC expertise.

My international experience over the past 30+ years as trader, treasury and risk manager, and sales leader complements the Team and provides me with a unique insight to devise and execute well rounded solutions in fast evolving financial markets.

I balance the precision that risk management exacts with flights of fancy into futuristic fiction brought down to earth by my family and of course, the dog.

My Experience

Joined PMC Treasury in 2019

2011-2018

Head of Corporate Sales – ANZ Bank, New York


2009-2011

Head of FIC-FX – Commerzbank, New York


2001-2009

Director, FX Sales-Institutions & Corporates – Dresdner Kleinwort Wasserstein, New York

Vice President, Capital Markets – Dresdner Kleinwort, Singapore

Treasurer & Head of Capital Markets – Dresdner Bank, Mumbai


MBA, Bajaj Institute of Management

 

BCOM – Sydenham College of Commerce & Economics

Jim Toth

Jim Toth


I joined PMC’s Treasury Solutions team after more than 25 years working in corporate finance and treasury with particular expertise in financial risk management, cash flow, working capital initiatives and debt financing.  My role involves leveraging the expertise of PMC Treasury along with my knowledge and management skills to improve our client’s financial performance & treasury operational efficiencies.

In my spare time I enjoy spending time with my wife, two children & two dogs,  bike riding, skiing,  and Philly sports & food scene.

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My Experience

Joined PMC Treasury in 2022

 2021 – 2022

Vaco Consulting – Corporate Finance Consultant


 2019 – 2020

Agro Fresh Solutions Inc. – Treasurer


 2016 – 2019

Church & Dwight Inc. – Assistant Treasurer


 2006 – 2016

Atlas Energy Group LLC – Treasurer

Michael Murray

Michael Murray


I joined PMC in 2024 as a Risk Management Consultant, I have 25+ years of derivative and hedging experience, with my most recent years at J.P. Morgan Asset Management.

AT J.P Morgan I oversaw the management and structuring of an excess of 32 billion USD equivalent notional in derivative portfolios across: rates, equities, credit, and currencies. I was responsible for client relationships in North America, Bermuda, Europe, and APAC. For many clients, the funding of these strategies was transactionally motivated which required a detailed understanding of a client’s total balance sheet, competitive environment/advantages as well as any regulatory constraints.

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My Experience

Joined PMC Treasury in 2024

2007 – 2023

Executive Director, Head of Derivative Portfolio Manager – J.P. Moran Asset Management, New York


2000 – 2007

President & Founder – Alpha Technologies Group, Chicago


1995 – 2000

Senior Vice President, Dwight Asset Management, Burlington


Raul Lopez

Raul Lopez


In my role as an Operational Treasury Consultant, I help PMC clients optimize their Treasury and Working Capital functions. I leverage big data analytics and my deep subject matter expertise in corporate finance, working capital and treasury to identify gaps / improvement opportunities in organizations. My ability to translate insights into models and reports help create value for our clients.

Outside of work I enjoy traveling, trying new foods and fishing.

My Experience

Joined PMC Treasury in 2021

2019 – 2021

Senior Payment Advisory Analyst – Deluxe Corporation


2018-2019

Senior Financial Analyst, Working Capital FP&A – Walgreens


2018-2019

Credit Analyst – Uline

Shilen Bhatt

Shilen Bhatt


My role as a Risk Management Analyst consists of working alongside the Risk Management team globally to provide a comprehensive service to our financial sponsors and corporate clients.

I use my background in Economics and Strategy to add value to our output and ensure our clients receive a smooth, transparent process; from support on an interest rate to foreign exchange risk transaction. Upon graduating with a master’s degree in Economics & Strategy, I have held several roles within the banking industry, in Product Management, Commodity Derivatives and Portfolio Management & Asset Pricing.

In my spare time, I am often found swimming, running or playing any kind of racket sport, as well traveling to new places with friends and family.

My Experience

Joined PMC Treasury in 2017

2014-2017

Barclays, Assistant Vice President- Portfolio Management & Asset Pricing


2013-2014

RBS, Graduate Analyst – Corporate Banking Graduate Scheme


2012-2013

Imperial College London, MSc Economics & Strategy


2009-2012

Loughborough University, BSc Economics

Tyler Hanson

Tyler Hanson


As a Treasury Solutions Consultant, I help clients to optimize their Treasury and Working Capital functions. I leverage my background in commercial banking and data analytics to help PMC clients improve efficiency and strengthen their balance sheet through process redesign, automation and analytics-driven decision support. My passion for learning about and understanding financial technology supplements my expertise in financial modelling allowing me to bring unique insights to PMC’s clients in their efforts to remain best-in-class in their respective industries.

During the fall, I spend my time closely following Notre Dame football. When I am not doing that I enjoy hiking, skiing and reading everything from autobiographies to science-fiction.

My Experience

Joined PMC Treasury in 2021

2018 – 2021

Payment Advisory Services Manager – Deluxe Corporation


2015-2018

Senior Treasury Solutions Analyst – Bank of America Merrill Lynch

Card Account Manager – Bank of America Merrill Lynch

International Analyst – – Bank of America Merrill Lynch

Rafa Sanchez

Rafa Sanchez


I specialize in helping our clients manage their market exposures by developing and executing bespoke interest rate, FX, inflation, and commodity derivatives solutions.

As a native speaker, I am well positioned to advice our Spanish real estate, private equity, infrastructure and corporate clients, ensuring a streamlined implementation of appropriate hedging strategies.

Being a former competitive skier, I’m passionate about extreme sports and always look forward to the next outdoor adventure.

My Experience

Joined PMC Treasury in 2021

2018-2021

Treasury Front Office Analyst – Charter Court Financial, London


2017-2018

Intern – Banco Santander S.A Frankfurt

Treasury Front Office Analyst – Charter Court Financial, London


2021

CFA Level II


2013 -2017

BSc Finance – Fordham University, NY

Paul Conaghan

Paul Conaghan


I joined PMC at the start of 2024, my role as a Risk Management Consultant is to support clients in the design and implementation of their hedging strategies. With over two decades of experience within the financial markets, I have worked across many sectors covering investment grade, high yield and structured finance clients on some of the largest and most complex transactions.

With a significant portion of my career to date having been spent within banks, I aim to use the understanding of the banking market in order to bring a thoughtful and considered approach to creating optimal solutions for our clients.

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My Experience

Joined PMC in 2024

2014 – 2023

Santander Corporate & Investment Bank – Executive director, Rates Sales


2002 -2014

Royal Bank of Scotland – Analyst to VP, Rates Sales


Max Bolton

Max Bolton


As Fund-Level FX Hedging Consultant I assist our clients in offsetting foreign exchange risk embedded in their private equity, private debt and infrastructure portfolio investments. I am involved in implementing day-to-day FX hedging transactions (asset purchases, sales, subscriptions, redemptions, rolling and rebalancing) as well as providing reporting and ad-hoc analysis to fund boards, treasurers and accountants.

I joined PMC Treasury in March 2022 and have 15+ years’ experience in the FX risk management industry, previously focusing on research into active risk management and return-seeking strategies. I look forward to helping PMC Treasury grow the Fund-Level FX hedging business and developing its capabilities within PMC Analytics.

In my spare time I enjoy cycling, playing guitar and coaching my son’s football team.

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My Experience

Joined PMC Treasury in 2022

2007-2022

Associate Director, Senior Analyst, Research Analyst – Record Currency Management


2006-2007

Statistical Analyst – Research Machines Plc


Yussuf Ismail

Yussuf Ismail


As a Risk Management Consultant I am part  of a global team that assists our diverse client base of financial sponsors and corporate to navigate the paths of financial risk.

I have spent the last 15 years of my career involved in foreign exchange and interest rate risk management in the banking sector, specifically as an Emerging Market trader across a range of products and currencies. I have focused mainly on Sub-Saharan Africa trading and bring an Emerging Market perspective and experience to the team.

In my spare time I am a keen tennis player, amateur cook and proud dog owner.

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My Experience

Joined PMC Treasury in 2023

2019 – 2023

Family Office EM Rates & FX Consulting


2018 -2019

Director, EM Rates – BNP Paribas


2016 -2018

Director – Credit Suisse


2012 – 2016

Director, Head of FX Forwards – Investec Bank


2004 – 2011

FX & Interest Rate Derivative Trading – Barclays Capital / ABSA Capital

Max Phillips

Max Phillips


I joined PMC in 2023 as a Fund Level Analyst, we drive value by assisting our private equity and asset management clients to develop and implement robust FX hedging programmes to mitigate risk.

The collective experience of the PMC team enables us to offer FX and financial services to ensure that clients have the correct approach for their risk management needs and by supporting them in maintaining their hedging policies.

In my spare time, I enjoy travelling, eating, and playing chess.

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My Experience

Joined PMC Treasury in 2023

2021-2023

Currency Risk Analyst – Smart Currency


2020-2021

Internship, CEEMEA Global Markets – BNP Paribas


2019-2020

Banking & Capital Markets Associate – Ernst & Young


Paul Kegelman

Paul Kegelman


As Software Product Manager & Business Analyst at PMC, my role is to design and deliver software solutions that provide value to our clients.

Having spent the past 10 + years in operations, data management, and project/product management across the shipping and fin-tech industries, I bring a well-rounded approach and a variety of experience that I use when creating and executing software solutions for our clients.

In my free time I love to play golf, spend time with my family, and can often be found with my fiancé and our dogs in Central Park.

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My Experience

Joined PMC Treasury in 2021

2021

Data & Operations – Carver Edison


2019 – 2021

Adjunct Professor – Saint Peter’s University


2012 – 2018

Commercial Oil Tanker Operator – Gener8 Maritime Management LLC


Stefano Gibin

Stefano Gibin


As a Risk Management Analyst, I support Financial Sponsors and Corporate clients in finding the most appropriate hedging strategies to protect their businesses and investments.

I leverage my academic background and previous work experience to ensure that our clients are receiving advice based on current Risk Management best practices with a focus on FX, interest rates, inflation and commodity risks.

In my spare time, I enjoy reading whatever comes into my hands and playing football.

My Experience

Joined PMC in 2018

2018

Zanders, Treasury and Risk Management Senior Consultant


2018

CFA Program completed


2016-2018

Zanders, Treasury and Risk Management Consultant


2014-2015

University of Venice, Tutor of Financial Mathematics


2012-2015

University of Venice MSc Accounting and Finance


2009-2012

University of Venice, BSc Business Administration

Syed Quadri

Syed Quadri


As a Senior Developer, my main focus is to oversee and manage the development of the PMC Analytics digital infrastructure and applications whilst managing a team of both onshore and offshore developers.

With a passion for solving technical challenges; having a wide range of experience of over 20 years including leading people, projects, and technology in different industries such as customer service, academics, retail, and software.

My role is to build and deliver a technical development roadmap and the development of the PMC Analytics application to ensure the platform can support the continuous growth of the PMC Analytics business.

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My Experience

Joined PMC Treasury in 2022

2019 – 2022

Technical Lead, Full stack Engineer – Be The Business

Technical Lead, Consultant, Architect, Software Engineer – SMART 5 Consultancy


2013 – 2019

Technical Lead – Flixmedia


Mehyar Swelim

Mehyar Swelim


As a Developer at PMC, I work with the development team to build and enhance our PMC Analytics platform to ensure an innovative user experience.

Beyond work, I enjoy spending time with my family and I am a soccer enthusiast, road trip lover, and enjoy Raspberry Pi hardware side gigs.

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My Experience

Joined PMC Treasury in 2023

2019 – 2023

Software Engineer – StringFlix, Inc


2018 – 2023

Software Engineer – What If Media Group


2014 – 2016

Web Developer – Hit Tech Wireless


 


Rohan Patel

Rohan Patel


As a Software Developer, I enjoy tackling intricate problems and devising solutions
tailored to the team’s requirements. My role at PMC involves building and maintaining
the PMC Analytics tool, ensuring it delivers value to our clients.

Beyond work, I love to play tennis and am a proud Arsenal fan

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My Experience

Joined PMC Treasury in 2023

2019 – 2023

Software Developer – Zebra Technologies


2018 – 2019

QA Tester – Blue Ginger


Lucy Walsh

Lucy Walsh


As a Treasury Solutions Analyst, I provide analytical and project support to the consultants on any assignments they are currently working on with our clients.

I have global experience within the corporate treasury function and have developed a keen interest in enhancing cash management and liquidity procedures.

Outside of work, I enjoy playing netball and exploring markets across London to find the best croissants in town.

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My Experience

Joined PMC Treasury in 2023

2022 – 2023

Treasury Analyst, Arup Group Limited


2021 – 2022

European Treasury Analyst, LKQ Europe


2019 – 2021

Treasury Accounts Assistant, LKQ Euro Car Parts Limited


John Stote

John Stote


As a Risk Management Consultant, my role is to provide a comprehensive financial risk advisory service, supporting clients to achieve their investment and risk management objectives.

Having worked in Banking for seven years, I have significant experience of the requirements and challenges faced by parties on both sides of the fence. I take pride in establishing a thorough understanding of my client’s needs and take a detailed, proactive approach to deliver successful hedging solutions.

Away from work, I enjoy spending time with my family, as well as cooking and playing football.

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My Experience

Joined PMC Treasury in 2021

2015-2022

Cross-Asset Modelling, Remediation – Barclays Capital


2012 – 2014

Interest Rate Derivatives Consultant, Risk Solutions Group – Barclays Capital


2012-2012

Fixed Income Sales – Central Banks & Sovereign Wealth Funds – BBVA


2010-2011

Interest Rate Derivates Sales – Société Générale


Kevin Bowler

Kevin Bowler


I joined PMC as Financial Controller and am responsible for all aspects of financial management reporting, financial analysis, accounting, banking and tax, with a key focus on supporting the consultants to provide clients with the outstanding service I received when using the company in previous roles.

I am an accountant with over 12 years experience in finance and accountancy, with companies of varying size and sector. I have a strong focus on financial control and reporting.

I have a particular interest in maximising the use of technology to improve the efficiency and accuracy of the finance department, helping management make decisions and client teams deliver excellent service.

My Experience

Joined PMC in 2020

2019 – 2020

Excel London, SeniorFinancial Accountant


2016 – 2019

CRF Health, Assistant Group Controller


2015 – 2016

State Street, Senior Associate Fund Accountant


2011 – 2015

The Travel Corporation, Group Accountant

 

John Bournery

John Bournery


As a Treasury Solutions Consultant, I help clients to optimize their Treasury and Working Capital functions. I have 6 years of experience in providing risk management guidance and managing daily treasury operations.

During my career so far I have had the chance to benefit from working in various environments, I have developed a strong critical thinking mind and sharp analytical abilities.  I used my background to improve efficiency, increase revenues and strengthen client’s balance sheet through process redesign, automation, and analytics-driven decision support.

Outside of the office, I enjoy spending time with my friends and playing soccer.

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My Experience

Joined PMC Treasury in 2022

2020 – 2022

Capital Asset Exchange & Trading – Asset Trader – NYC


2013 – 2019

ArcelorMittal, Senior Treasury Analyst – Paris


2012 – 2013

Société Générale CIB, Commodity Derivatives Sales Assistant – Paris

Nikola Nedev

Nikola Nedev


I joined PMC’s Risk Management Team in March 2023 to augment the current team in the delivery of client assignments.

My experience focuses on helping clients quantify, understand and manage their counterparty and market risks; and margin collateral management with expertise in the London Metal Exchange’s products.

Outside the office, you’d normally find me exploring the everchanging London coffee scene or keeping up with the latest in the world of Formula 1!

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My Experience

Joined PMC in 2023

2019 -2022

Triland Metals Limited – Risk Management Assistant, London

Radu Grecu

Radu Grecu


I joined the PMC Risk Management team in New York in 2022 after transitioning from North Carolina.

I bring over 3 years of equity investment experience, with clients from around the United States. My role at PMC involves delivering analysis and support to projects stemmed in derivative exposure. My expertise revolves around holistic advice and solutions that are tailored to our client’s needs.

I hold a master’s degree in Communication and Business Leadership, and a bachelor’s degree in Actuarial Science; both from High Point University in High Point, North Carolina.

Outside of work hours, I enjoy traveling, community service, and spending time with family. I am also an avid book reader and love opportunities to continue learning.

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My Experience

Joined PMC Treasury in 2022

2020 – 2022

Ameritas Investment Company, LLC – Investment Advisor


2019 – 2022

Southeast Financial Services Inc – Financial Advisor


2021 – 2022

M.A Communication & Business Leadership – High Point, NC


2017 – 2021

B.S, Actuarial Science – High Point, NC

Maeve Markowitz

Maeve Markowitz


I joined the PMC Risk Management team in New York in 2023 after graduating from Cornell University with a bachelors degree in Psychology and a minor in Business. At Cornell, I was also a member of the varsity rowing team.

My role at PMC is to create value for our clients by providing analysis and support through projects relating to Foreign Exchange, Commodities, and Interest Rate hedging.

In my spare time I enjoy skiing, traveling, water-skiing, and cooking for friends.

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My Experience

Joined PMC Treasury in 2023

 2021

Associate – Trove Tourism Development Advisors


 2022

Cornell University – Bachelor of Arts in Psychology

Daniyal Zafar

Daniyal Zafar


I joined PMC Treasury in 2024 upon graduating from the Levy Economics Institute of Bard College with an MS in Economic Theory and Policy. At Bard, I served as President of the International Students Organization and the Economics Society.

My role as a Risk Management Analyst is centered around mitigating risk for clients by providing analysis through projects relating to Foreign Exchange, Commodities, and Interest Rate hedging.

In my spare time, I enjoy exploring hike trails, playing tennis, and cycling.

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My Experience

Joined PMC Treasury in 2024

2023

Graduated Bard College, NY


 2022

Cornell University – Bachelor of Arts in Psychology

Edel Gray

Edel Gray


In my role as a Treasury Solutions Analyst, I help PMC clients optimize their Treasury and Working Capital functions. With significant experience from working in multiple Treasury roles, I am skilled in developing cash management, investment and risk mitigation strategies.

I leverage my MSc Investment, Treasury and Banking to identify gaps and improvement opportunities in organizations while ensuring compliance with internal controls and policies.

Outside of the office, I enjoy playing Gaelic football and spending time with friends.

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My Experience

Joined PMC Treasury in 2022

2019 – 2022

Treasury Analyst, De Lage Landen – Ireland


2018 – 2019

Billing Analyst, LogMeIn – Ireland


Alex Pretula

Alex Pretula


My role in the Risk Management team is to provide financial risk management and appropriate hedging strategies to financial sponsors and corporate clients.

Having worked in Treasury for over 5 years, I can use my expertise to understand the client’s needs and support them with the interest rate and foreign exchange risks. Also, I have passed all three levels of the CFA Program.

Outside of work, I like spending time with my friends and playing football.

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My Experience

Joined PMC in 2022

2022

Bitpanda, Treasury Dealer specialist


2017 – 2022

OneSavings Bank, Treasury Manager


2013-2016

Cass Business School – BSc (Hons), Banking & International Finance

Zach Polak

Zach Polak


As a Junior Developer I work with the global PMC team to enhance and develop our clients experience with our PMC Analytics platform.

Working closely with the Risk Management team when I started in 2022 gave me valuable commercial knowledge which enables me to help design and deploy new software functionality.

I hold a Bachelors degree in Computer Science from the University of Massachusetts Amherst.

Outside of work I enjoy traveling, playing tennis, and spending time with my girlfriend and our two cats, Remi and Marvin.

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My Experience

Joined PMC Treasury in 2022

2022 – 2023

Risk Management Analyst, PMC Treasury


2021

Technical Consultant, Holistic Systems


Aakash Patel

Aakash Patel


My role as a business analyst is to provide management and senior stakeholders with quantitative and qualitative analysis to help drive business development and efficiencies.

I have an analytical background which was developed from completing my MSc in Financial Decision Analysis and my BSc in Mathematics for Finance and Management.

Outside of work, I enjoy sports, travelling and always trying new things.

 

My Experience

Joined PMC in 2020

2018 – 2019

Business Analyst – Gallagher, London


2017 – 2018

Share Plans Analyst, Link Asset Services, London


2016 -2017

Client Services Executive, CDL Logistics, London

Sam Spencer

Sam Spencer


As a Treasury Solutions Analyst, I work with PMC team to provide value-added analysis and outputs for our clients.

With a data background and an MSc in Data Science and Analytics and BEng in Biomedical Engineering, and have a practical background in financial forecasting. I have experience in assisting corporate clients to deliver solutions by building models in Python and R and implementing these models to deliver value.

Outside of work you are likely to find me playing cricket, hockey and squash or at the newest modern art exhibit in London.

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My Experience

Joined PMC Treasury in 2023

2022 – 2023

Associate Consultant – Neustar, a TransUnion Company


2021

Junior Analyst – Market Intelligence International


 


Rohan Shah

Rohan Shah


My journey with PMC began in 2022 as a summer intern, and I am proud to have joined the team full-time in 2023. Drawing from my diverse academic background (dual Master’s degree in Quantitative Finance and Advanced Accountancy), and a series of successful internships, I bring a blend of skills and insights to the table.

As a part of PMC Risk Management, I am committed to contributing my expertise, learning, and working with the team to collectively driving towards effective risk assessment and management.

Outside of my professional endeavors, I find joy in exploring. Whether it’s embarking on hikes or traversing new destinations, I cherish the experiences that travel brings. I’m equally captivated by the world of words, indulging in historical and political books during my leisure moments.

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My Experience

Joined PMC Treasury in 2023

2022

Summer Internship – PMC Treasury


2020

Internship – India Infoline Securities


2022

Masters of Quantitative Finance – Rutgers Business School, New Jersey


2018

Bachelor of Commerce – Mumbai

 

 

Samia Sara

Samia Sara


I work in the Treasury Solutions team as an Analyst in New York.  I graduated from Baruch, where I had a primary focus on Finance and a secondary focus on Data Analytics and Communications.

I have experience in financial analysis, where I utilized my coupled background in finance and analysis to automate processes and enhance data validity for financial reporting.

As part of the Treasury Solutions team, I implement efficient strategies to streamline business operations for our clients.

In my spare time I am a keen painter, write poetry.  I’m actively pursuing various projects to stay agile, and I am currently focusing on enhancing my HTML skills to revamp my Tumblr blog.

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My Experience

Joined PMC Treasury in 2024

2023 – 2024

Financial Analyst – Nobu Hospitality LLC


2022 – 2023

Finance & Accounting Associate – Sheraton Hotel (Cooper Investors)


 

Oyku Boz

Oyku Boz


As a Treasury Solutions Analyst, I bring a unique blend of skills with a BBA in Business Management and an MS in Data Science.

My responsibilities include supporting the Consultants in providing treasury solutions to our clients.  In my spare time I stay active with tennis, running and a passion for lifetime learning.

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My Experience

Joined PMC Treasury in 2024

2023 – 2024

University of Cumberland – Master of Science in Data Science


2017 – 2021

Temple University – Bachelors of Business Administration; Business Management


2022

Financial Analyst at Post Brothers – Philadelphia


Sabrina Dawson

Sabrina Dawson


As the Operations Coordinator for PMC Treasury, I bring over 13 years’ experience and knowledge as a Support Professional to the role, enabling me to efficiently and effectively assist in all company operations including HR, IT, Administration, Office and Project Management.

Having worked within Legal Corporate Finance, Medical staff and Office Management and City based C-Suite support in Construction (from foundation to superstructure) I have honed my expertise in all areas of company support and have successfully aided in reaching company goals as well as gaining personal achievements along the way.

I have spent my career assisting all levels of staff within varying industries which puts me in a unique position to bring a wealth of support knowledge to PMC and help to enable the smooth running of operations within the London office.

My spare time is spent with my husband and young son either visiting new places or failing to beat them both at Chess.

 

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My Experience

Joined PMC in 2019

2019 – 2019

Global Projects Coordinator – QCIC Group


2018-2019

Legal PA to Corporate Finance Team , ASB Law


2016-2018

Service Support Officer, Mid Sussex District Council

Melissa Cameron

Melissa Cameron


I provide operational, business development and admin support to the global PMC teams in London, New York and Singapore.

Working alongside the operations team, I help support our consultants and senior management team in the successful delivery of operational functions. This ranges from providing smooth operational functions in business developments/marketing, office management, IT/CRM support and administration.

I bring knowledge from my business degree, along with my experience and passion in business operations to ensure the teams can continue to provide a high quality service for our well-established client list.

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My Experience

Joined PMC in 2022

2019 – 2022

Operations Assistant – Exeed Limited, New Zealand


Harry Bunting

Harry Bunting


My role as a Business Analyst is to support the global team with analysis, market research, strategy development and business optimisation.

I graduated from Newcastle University in 2020 with a BSc in Business Management. Alongside my formal education, I have done various work placements within the Asset Management and Venture Capital space.

Outside of work, I spend most of my time in the summer watching and playing cricket but enjoy all activities the countryside has to offer throughout the year.

 

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My Experience

Joined PMC in 2022

2019 – 2020

Northumberland Wildlife Trust – Management Consultancy Analyst/Researcher


2017-2020

BA Business Management – Newcastle University

Blake McDougall

Blake McDougall


As a Business Analyst, I deliver valuable insights into business development , transformation and operations through proficient analysis and management of data. I also collaborate with various business teams to execute projects, refine processes, and ensure compliance.

I earned my bachelor’s degree in Global Commerce through the esteemed Global Leaders Development Program at the University of Wollongong in Australia—a highly competitive initiative aimed at cultivating emerging leaders in a global context. I have expanded my leadership experience through roles in retail banking, retail management, and dynamic, competitive sporting environments.

Outside of work, I enjoy travelling and attending various sporting events.

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My Experience

Joined PMC in 2023

2021 – 2022

Loans and Members Services Consultant – Illawarra Credit Union