Archives

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

Anandi Arasaratnam

Anandi Arasaratnam


I joined PMC as CFO having used the company’s services in previous finance roles.  Having had a wide range of experience over 18 years, firstly as an advisor in a transaction environment and more recently in fast-growing private-equity backed Corporates.

I appreciate the differing perspectives and wealth of experience that the team here at PMC can bring to high pressure situations, and the value (both in financial terms and independent advice in complex situations) that that can deliver.

As CFO, my role involves reviewing business strategy, and managing a number of key business functions and processes – my focus through all of these is to ensure our client teams have all they need to operate effectively.

My Experience

Joined PMC Treasury in 2019

 Member of the Institute of Chartered Accountants in England & Wales (ACA)

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.

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

Get in touch

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

Jon Scott

Jon Scott


BCom, FCA, AMCT

I lead PMC’s North American team in bringing operational 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

Chris Danielian

Chris Danielian


I manage Risk Management for PMC in the Americas.  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

PMC Assignments

Genesys, Global


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.

Gavin Da Cunha

Gavin Da Cunha


I joined PMC to lead and grow the Asia Pacific Operational Treasury and Risk Management 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

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

Emma Hamill

Emma Hamill


As Group Operations Manager, my role is to oversee all operations including Marketing, IT, HR, Administration and Project Management.

Since our MBO in June 2014, a key focus has been the implementation of a support infrastructure to ensure our clients receive the best and most appropriate service – fast!

With over 16 year’s global experience in operations, project management and client delivery, I am in a unique position to constantly review our internal processes and systems to ensure our consultants have all the necessary tools to deliver a leading, professional service.

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

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

Fraser Campbell

Fraser Campbell


I lead the operational treasury team in Europe, and have spent more than 20 years in corporate treasury, latterly as Group Treasurer at FTSE 100 companies P&O Princess, O2 and GKN.  I started my career with 7 years banking experience at Barclays bank, giving me valuable treasury insight across both corporates and banks.

I have broad experience building treasury functions from scratch through to running complex operations across multiple jurisdictions with significant funding and fx hedging requirements.

In my spare time I enjoy rowing, mountain biking and skiing with my family

My Experience

Joined PMC Treasury in 2018

2014 – 2018

Group Treasurer, GKN


2011-2013

Director Strategy & Planning, Global Financial Services, Telefonica Group


2006-2010

Head of Business Development, Financial Services, Telefonica Group


2003-2006

Group Treasurer, O2


2000-2003

Group Treasurer, P&O Cruises


1988-1995

Barclays Bank, Corporate Banking


1986-1988

Cambridge University, BA Economics

Tim Winston

Tim Winston


My role is to assist companies to focus on key treasury priorities such as cash flow forecasting and planning, cash and debt management, insurance, and risk management.

My work experience spans 20+ years at both public and private companies.  Having been the Treasurer for a large, private equity backed company, including leading it through the carve-out process, I bring this perspective and experience to each assignment.

While no two projects are the same, I am able to leverage my experience, as well as that of my PMC colleagues, to ensure that our clients’ goals will be achieved.

The PMC difference is that, while we are consultants, we are actually interim hands-on managers who do the day-to day work necessary to get the results our clients demand.

My Experience

Joined PMC Treasury in 2014

2008 – 2014

Vice President & Treasurer
ConvaTec Inc, NJ


2007 – 2008

Senior Consultant
PMC Treasury Inc, New York


2006 – 2007

Vice President & Treasurer
Paxar Corp., New York


2002 – 2006

Director of Treasury
Coach Inc., New York
BSc Finance, Bentley College, MA
BA Economics, University of New Hampshire

Doug Drew

Doug Drew


My years in leadership roles in treasury, corporate financial planning and merger integration, along with business unit finance roles supporting sales, service, technology, M&A, and distribution, have deepened my knowledge of multi-disciplined business activities. 

 

I am comfortable in both highly complex business environments as well as smaller company operations. I truly enjoy the opportunity to apply my business acumen to my client’s operation to create tangible value in their business.

My Experience

Joined PMC Treasury in 2011

2009-2011

Treasurer – Univar Inc


2005 – 2009

Assistant Treasurer – Sprint Nextel


1987 –2005

Operations Finance Executive – Sprint Nextel


1983 –1987

CAP – Deloitte

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

Jack Trainor

Jack Trainor


My role at PMC is to help our clients succeed from designing an efficient Treasury operation through execution.  I am an experienced Treasury and Risk professional with over 18 years of experience with a primary focus on carve out deals for private equity and treasury systems.

I have extensive experience working for a big four treasury consultancy.  My education includes Financial Engineering focused MBA from Cornell.

I enjoy working in a fast-paced project driven environment and setting up clients for success. In my free time I enjoy playing and coaching ice hockey and spending time with my family.

My Experience

Joined PMC Treasury in 2019

2000-2016

Director of Corporate Treasury Advisory Practice – PRICEWATERHOUSECOOPERS


1998 – 1994

Research Analyst – ABT ASSOCIATES, INC


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

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

Julian Garbaccio

Julian Garbaccio


I lead the PMC Analytics corporate development and sales team.  Analytics is PMC’s proprietary web based derivative valuation and hedge accounting service for our clients.

With several years of experience in derivatives and fixed income, I plan to use my knowledge of the markets to provide a robust framework for Analytics focused on our client needs.

One great feature of the NY based PMC Analytics team is our on site programming  & development.  For our clients this means we are able to tailor and change the product to suit and the period of time from a client request or change to full deployment is minimized.

My Experience

Joined PMC Treasury in 2019

2006 – 2018

Deutsche Bank Securities, Director – Senior Account Manager, Debt Capital Markets


2002 – 2006

BNP Paribas, Vice President – Derivatives Marketing, Financial Institutions


1998 – 2002

JP Morgan, Associate, Capital Markets, Financial Institutions


Education & Professional Qualifications

Bachelor of Science – Economics & Business Administration – The Pennsylvania State University

Association of Financial Professionals, Certified Treasury Professional (CTP)

Kieran Clyde

Kieran Clyde


My role at PMC is to provide clarity on financial sponsor transactions and ensure transparency when it comes to interest rate and foreign exchange risk management.

Having spent over 10 years in investment banking, I understand the current issues facing banks and how this impacts our clients. My experience in delivering treasury solutions ensures a professional approach at all times.

Outside the office I like to play football and golf as well as travel at every opportunity.

My Experience

Joined PMC in 2015

2014-2015

Senior Derivatives Dealer, RBS


2013-2014

Derivatives Consultant, Lloyds Banking Group


2009-2013

Corporate Risk Solutions, RBS


2004-2009

Treasury Dealer, RBS

Sunju Lee

Sunju Lee


In my role as a Risk Management Analyst, I provide clients interest rate and foreign exchange hedging solutions using modelling and in-depth market analysis as well as ensuring smooth and cost efficient execution of the chosen strategy for PMC clients.

My background is in Finance and Risk Management with 5 years of Local Asian Markets experience in the banking industry. During my time at Standard Chartered Bank in Korea and Singapore, I worked with both Asian and MNC clients. Hedging requires a good understanding of local regulations, onshore and offshore markets and an appreciation of the vagaries of each market. At PMC I will be leveraging this knowledge and will take a thorough approach to each transaction with accountability, patience and a keen eye for detail.

Outside work, I enjoy painting and playing golf.

My Experience

Joined PMC Treasury in 2018

2015-2018

FX & Rates Structurer, Standard Chartered Bank Singapore


2010-2015

FX & Rates Structurer, Standard Chartered Bank Korea


2009-2010

Risk Management & Financial Engineering Masters Program, Imperial College Business School, London, UK

Aristotelis Papoutes

Aristotelis Papoutes


My role at PMC is to provide clients with a complete financial risk management service; starting with identifying and understanding the market risk, devising efficient hedging strategies, right through to cost-effective execution and post trade support.

I have spent over a decade in bank trading rooms. This experience has not only given me a deep understanding of banks’ requirements regarding documentation, pricing, and credit exposure; but also, an understanding of the many challenges businesses face. I believe it is only when there is a deep understanding of both counterparties’ requirements that a successful outcome can be achieved.

In my spare time, I enjoy spending time with the family, and if the wind is blowing you can find me on the south coast kitesurfing.

My Experience

Joined PMC Treasury in 2017

Mar 2017- Sep 2017

Director, CB Markets, Lloyds Banking Group


2013-2017

Associate Director, Corporate Real Estate & Social Housing, Financial Markets, Lloyds Banking Group


2011-2013

Associate Director, SME, Financial Markets, Lloyds Banking Group


2007-2010

Analyst, Risk Solutions Group, Barclays Capital

Jonathan Waring

Jonathan Waring


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.

Get in touch

My Experience

Joined PMC Treasury in 2018

2014-2018

Lloyds Banking Group, Associate Director, Financial Markets


2016

Earned the CFA charter


2012-2014

Lloyds Banking Group, Associate, Financial Markets


2011-2012

Lloyds Banking Group, Graduate, Wholesale Banking and Markets


2005-2010

Loughborough University, MEng Mechanical Engineering

Travis Quast

Travis Quast


I assist clients in accounting for their derivatives under applicable ASC/IFRS standards.  For our clients that apply hedge accounting, PMC provides the required formal hedge documentation, ongoing hedge effectiveness testing and suggested journal entries.

I’ve spent the last several years advising clients on various hedge accounting scenarios. Accounting for derivatives can be complicated and my goal is to bring a practical approach to hedge accounting so that economics is the primary driver around financing/refinancing decisions.

My Experience

Joined PMC Treasury in 2015

2006 – 2015

DeriActiv , Director of Accounting Services


2004 – 2006

McKinley Group, Recruitment Manager


2004

Supervalu Inc., Staff Accountant

Michal Stawowy

Michal Stawowy


My main focus is bringing operational treasury solutions to our clients in Europe. Using a hands-on approach, I assist our clients with the development, review and optimization of their Treasury functions.

With experience in Investor Relations and Treasury gained within a multinational listed corporate, I leverage my knowledge and skills to provide our clients with the practical support and solutions they need, including optimization of banking structure and cash forecasting, foreign exchange exposure reviews or TMS implementation.

I enjoy working in a diverse, fast-paced environment and solving complex problems in order to set up our clients for long-term success.

In my free time, I am often found cycling, reading books and exploring London live music scene.

My Experience

Joined PMC Treasury in 2018

2016 – 2018

Group Treasury Analyst, Intertek Group Plc


2015 – 2016

Investor Relations Analyst, Intertek Group Plc


2016-2017

Chartered Institute of Management Accounts (CIMA)


2012- 2015

BSc (Hons) Economics, Finance and Banking, University of Portsmouth

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

Michael Mayer

Michael Mayer


My role as an Analyst at PMC Treasury consists of supporting the Risk Management team globally by performing accurate and complete research and analysis. I use my background in mathematics and programming to add value to our processes and output to our clients.

Outside of the office, some of my hobbies include basketball, reading, and chess.

My Experience

Joined PMC Treasury in 2016

2014

National Bank of Indianapolis, Treasury Management, Summer Intern


2012 – 2016

Washington University in St. Louis, Mathematics and Economics

Ryan Goldberg

Ryan Goldberg


In my role  within the risk management team is to support global teams by providing extensive and accurate research and analysis that helps create optimal hedging solutions for our clients. I leverage my academic background in finance and international business to add value with my knowledge of global markets and derivative products.

In my free time I enjoy playing basketbal, running and cooking.

My Experience

Joined PMC in 2019

2017-2019

Intern – KPMG

Intern – Amazon.com



2015-2019

University of Maryland, US
BSc in Science, Finance and International Business

Chase Edwards

Chase Edwards


My role as a treasury analyst at PMC is to assist both the US Risk management and Operational Treasury teams in providing analytical and project delivery support. In coordination with my positive work ethic and passion for client support, I actively pursue efficient solutions. With my Economics background I strive to implement innovative thinking throughout the process of each project.

On the weekends I enjoy playing golf and am actively looking to join a rugby club in the NYC area

My Experience

Joined PMC Treasury in 2018

 2018

Harvestate Group, Intern


2015

Auramet Trading, Intern


2015-2018

BA (Hons) Philosophy, Politics & Economics

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

Kevin McAndrew

Kevin McAndrew


My role as a Treasury Analyst at PMC is to support the global operational treasury and analytics teams to provide the best possible service to our clients.  I use my organizational skills and strong attention to detail to ensure that the team is well informed on each project, and tasks are completed in the most efficient way possible.

In my free time, I enjoy playing sports, particularly golf and basketball, and traveling.

My Experience

Joined PMC Treasury in 2017

2015

Atlantic Home Loans, Financial and Interest Rate Risk Analyst


2014

Indian River Advisors –  Summer Analyst


2011-2015

Lafayette College, Economics

Avishek Joshi

Avishek Joshi


My role as a Risk Management Analyst is to support the Risk Management team in the development and execution of hedging strategies for our corporate clients and financial sponsors.

Upon graduating from university, I have undertaken a wide range of roles within banking including Global Corporates Client Coverage and Corporate FX, Money Markets & Commodities Sales. I intend to use my strong analytical skills and high degree of determination to help the continued growth of PMC globally.

Outside of work, I enjoy reading, sports and travelling.

My Experience

Joined PMC Treasury in 2018

2018

Lloyds Banking Group, Group Public Affairs, Group Corporate Affairs


2017

Lloyds Banking Group, Corporate FX, Money Markets & Commodities Sales (Sales & Trading)


2016-2017

Lloyds Banking Group, Portfolio Analytics (Quantitative Analytics)


2016

Lloyds Banking Group, Natural Resources, Global Corporates

Momcilo Stanic

Momcilo Stanic


My role as an Analyst at PMC Treasury consists of supporting the Risk Management team globally by performing accurate research and analysis.

Having spent several years covering Emerging Market clients, and most recently trading bonds, I have developed a strong understanding of a range of products which I hope to leverage when supporting clients at PMC.

In my spare time I enjoy rock climbing and water-sports.

My Experience

Joined PMC in 2019

2016 – 2018

Credit Sales-Trader Associate, Berenberg Bank


2015 – 2016

Rates & FX Derivatives Flow Sales, Societe Generale


2013 – 2015

Graduate Analyst, Deutsche Borse

Kareem Elashmawy

Kareem Elashmawy


My role as a Developer is to ensure that all software applications requirements for PMC are met.  I work in the conception, evaluation, architecture, and implementation of PMC’s code.  With my experience and knowledge of web application architectures, cloud infrastructure architecture, TDD, continuous integration, and software development methodologies I ensure that our software applications provide valuable outputs for our PMC Analytics’ clients.

When I’m not diving headfirst into code, I’m leisurely developing personal projects at home or writing novels on the subway.

My Experience

Joined PMC Treasury in 2017

2016-2017

Full Stack Developer, NYC Green Transportation


2013 – 2015

Full Stack Web Developer, FitIn Today PBC


2012 – 2014

Bachelor of Science in Physics, Florida Institure of Technology

Niall Murphy

Niall Murphy


My role as a Developer consists of ensuring our Analytics platform is constantly improving, adapting to both current market conditions and the evolving needs of our clients. I have backgrounds in economics, programming, and data science, and I’m helping improve every level of our Analytics platform, from optimizing the performance of back-end processes to the design and programmatic implementation of advanced financial modeling techniques.

Outside of the office I spend much of my time traveling, wrestling, and experimenting with Natural Language Processing techniques.

My Experience

Joined PMC Treasury in 2018

2016

Data Scientist, Metis


2015 – 2016

Teaching Assistant/Full-Stack Developer, The New York Code & Design Academy


2014

Financial Analysis Intern, Consumer Edge Research

Iqtidar Haider

Iqtidar Haider


My role as Finance Manager at PMC Treasury is to provide management visibility of the performance and profitability of the different parts of the growing business. I am responsible for the finance function for the PMC group across Europe, US & Asia Pacific. This includes the provision of accurate, timely & relevant information to all stakeholders.

As Finance Manager, I am the primary contact person for the auditors, tax advisors, and banks. I prepare all necessary reports and provide all information required for audit, tax returns, compliance reporting and cash management purposes. I also make sure that appropriate financial policies and procedures are in place and documented.

With a young family and busy routine (I am currently studying for the ACT qualification), with any spare time I enjoy photography. I am a “Canon” fan and my favourite subjects are portrait and architecture

My Experience

Joined PMC in 2013

2011 – 2013

Columbia Estates , Financial Accountant


2005 – 2011

The Force Group of Companies , Accountant

Farzana Bushra

Farzana Bushra


My role within the Operational team for PMC Treasury is to ensure the smooth day-to-day running of the offices globally.

My background in financial customer services enables me to support the PMC team in an efficient and dynamic way, assisting them in the delivery of expert services and customer advantage.

I have a keen interest in Art and Design, specifically within contemporary art, and create art in my spare time. I enjoy exploring new places and using my creative initiative as much as possible.

My Experience

Joined PMC in 2018

Jill Rufner

Jill Rufner


I assist our clients and their portfolio companies with global banking infrastructure set-up needs. I also work with company leadership to identify and procure permanent treasury resource.

Having worked to assist in many “carve out” situations, I pride myself in having developed a detailed understanding of the intricacies of entity establishment as well as knowledge of banking practices and policies required to set up cash flow networks across the globe.

An integral part of the transactions that we are involved with revolves around the build out and staffing of the resulting new treasury.  I am passionate about helping treasury professionals find roles that are ideally suited to their expertise and personality.  Likewise, I am dedicated to assisting clients in their quest to identify just the right talent to support their business.

In my spare time I enjoy hot yoga, boot camp and travelling with my family.

My Experience

Joined PMC Treasury Panel in 2009

PMC Assignments

Genesys, USA
Physio-Control, USA
Armored AutoGroup, USA
Capsugel, Global
Drew Marine, Global


1992 – 2000

PriceWaterhouseCoopers, Principal Consultant, New York,  London, Hong Kong


1988 – 1992

Lehigh University, BS Finance

Stephen Katter

Stephen Katter


I support clients through establishment of structural and operational Treasury requirements.  This encompasses the implementation, operation and transition of a Treasury function.

Many years of experience in corporate banking, corporate Treasury management and Consulting have provided me broad insight into the structure of an efficient Treasury function.  From establishing bank account structure to developing consolidated cash forecasts, I immerse myself in learning about the company in order to implement the best possible structure and operations.

My goal always is to provide clients with a seamless transition to the new Treasury environment and to incorporate interdependencies with multiple functional areas within the company.  The greatest benefit I offer to Private Equity Sponsors is to complete this process without any deleterious impact on the company’s operations.  This is what I strive for and accomplish.

My Experience

Joined PMC Treasury Panel in 2011

2005 – present

Turnaround Management – LoftusGroup
Retail Liquidation – Asset Disposition Advisors


2001 – 2005

Treasurer – Hobart West Group


1996 – 2005

Assistant Treasurer – Asarco, Inc.
BA Economics, 1983 – University of Notre Dame
MBA Finance and Accounting, 1988 – Pennsylvania State University

Joe Colabraro

Joe Colabraro


I have over 15 years of experience in domestic and international Treasury management.  During my career, I’ve implemented the Treasury function at three multinational organizations.  At each organization, I delivered best practices, robust internal controls, and a high level of automation around Treasury processes.  I have extensive experience in cash management, banking, debt and investment management, intercompany transactions, Treasury software implementations, Treasury Accounting, etc.

Managing a private equity transaction will present a fair share of risks. One risk not worth taking is with the development of the Treasury function. With so many things to consider when creating a new Treasury Department, it’s important to work with someone who’s done this before.

My experience and strong work ethics will afford you the peace of mind to focus on running your business.

My Experience

Joined PMC Treasury Panel in 2014

Certified Treasury Professional since 2002


2008 – 2014

Director of Treasury Operations, ConvaTec, US


1999 – 2007

Global Treasury Manager, Coach Inc., US

Andrew Scott

Andrew Scott


I work with clients on interim assignments and treasury improvement projects. Assignments could range from providing interim Group Treasurer cover to setting up and developing treasury functions for multi-national corporations. Projects range from reviewing policies and exposures through to managing corporate refinances.

I am a qualified accountant and corporate treasurer who has spent many years working as Corporate Treasurer in complex multinational corporates, in both PE backed and quoted environments. My experience across a variety of sectors enables me to quickly develop an in depth understanding of a corporate’s treasury needs, and to implement policies, processes and funding appropriate to those needs.

In my spare time I enjoy an outdoor life running, cycling, playing tennis, or walking the dogs!

My Experience

Joined PMC Panel in 2018

2015 – 2018

Group Director of Treasury, C&J Clark Limited


2011 – 2015

Interim Group Treasurer, Indivior plc.


2012 – 2014

Interim Group Treasurer, Fitness First


2012

Interim Group Treasurer, HMV Group plc


 

2011 – 2012

Consultant Treasurer, Mouchel plc

Jonathan Saunders

Jonathan Saunders


I specialize in Treasury Operations and have developed forecasting processes, implemented Treasury workstations, executed global banking implementations, and established appropriate day to day operational processes in multiple global corporations.

I have extensive experience working with IT, AP, AR, Accounting, FP&A, Risk Management and Legal teams, as well as external banking teams, to establish strong working relationships and effective communications critical to the treasury operations role.

I have also worked with a variety of online banking tools and leveraged them to meet specific business needs of the client.

I have worked in the finance world for 25+ years, with Treasury and Banking expertise spanning the majority of my career.  Daily challenges provide opportunities to develop streamlined and efficient processes, at which I excel.  The key is communicating and operating in a team friendly environment.

My Experience

Joined PMC Treasury Panel in 2012

2008 – 2011

Assistant Treasurer, Global Treasury Operations & Bank Relationship Management – Univar, Inc.


2005 – 2008

Treasury Manager, Treasury Operations, Cash Forecasting & Bank Relationship Management – T-Mobile USA, Inc.


2000 – 2005

Senior Treasury Analyst, Treasury Operations, Cash Forecasting, Bank Relationship Management – Nordstrom, Inc.


1996 – 2000

Treasury Analyst, Treasury Operations, Cash Forecasting, Bank Relationship Management – Cordant Technologies Inc.

Edmonia Lindsey

Edmonia Lindey


I assist clients in transforming their treasuries to achieve optimal visibility of and access to liquidity and ensure the right policies and controls are in place to minimise risk. The ultimate goal is to shift time and focus from tactical execution to strategic management,

I have over 25 years experience in treasury and liquidity management, payments, digitalisation and transformation, market and regulatory advisory. I bring a specific value in my broad experience not only with corporate treasurers and transaction banks but also with structural and non-bank providers of payments and digital solutions.  Thus, I bring a unique perspective and understanding to my clients of their challenges, needs and solutions.

My Experience

Joined PMC Treasury Panel in 2017

2014 – 2017

Treasury Consulant- Monie Lindsey Associates Limited


1995- 2013

Managing Director and Head of London Office, Treasury Strategies Inc.


 1977- 1995

Vice President, Wachovia Corporation

John Cook

John Cook


 

I enjoy working with clients that are undergoing changes and have pressing issues that need to be addressed. My thirty years experience in corporate treasury have involved me in all manner of corporate treasury challenges – funding, managing foreign exchange and interest rate risks, developing policies etc – across industries as diverse as technology, real estate, construction and manufacturing.

My approach to unlocking the solution to client needs is to spend a little time with the company to understand both the business and the people, to challenge conventional wisdom, to take management on the journey and to stay with them until they have the resources, policies and procedures to confidently go forward.

In my spare time you will find me an armchair rugby enthusiast and staying active through a variety of pastimes particularly yachting.

My Experience

Joined PMC Treasury Panel in 2017

2013 – 2017

Interim posts – Freelance Consultant


2011 – 2013

Mouchel, Group Treasurer and Head of Taxation


Prior

Treasurer, Grainger plc.
Treasurer, Al-Futtaim Carillion LLC – Middle Eastern construction company
Group Treasurer, Morgan Cruicible Company, Misys plc., Camas plc.

Ken Lillie

Ken Lillie


I help clients through the projects of treasury management system specification, selection and implementation, ensuring the optimum treasury management system application is achieved for their specific environment. The objective is an integrated solution that embraces the whole treasury function helping to achieve best practice working processes.

My career has embraced being a corporate treasurer, providing dealing and advisory services from a bank and working with a major treasury software house.

As an independent specialist treasury consultant I have managed over forty treasury management system projects internationally enabling clients to benefit from this wide range of experience.

My Experience

Joined PMC Treasury Panel in 2005

Specialist in treasury management systems and treasury processes


2000 – 2006

senior consultant for financial software and treasury solutions company, SunGard AvantGard


1994 – 2000

Bank Relationship Consultancy


Prior

Director of Treasury and Investment, Manchester Exchange and Investment Bank, London
Deputy Group Treasurer, Ellerman Lines Plc
Fellow of the Association of Corporate Treasurers

Trevor Parkinson

Trevor Parkinson


I have been a professional senior Treasury interim for the past 10 years working in the UK and overseas. I have worked on projects ranging from fast moving US Chapter 11 situations, PE backed operations, and establishing nascent treasury operations for start-ups and divisional separations from larger groups. Prior to which I have 20 years corporate treasury and earlier bank related treasury and relationship management experience ultimately as Group Treasurer for the last 7 years. I am both a strategic and hands-on operator, looking for the optimal solution and ensuring it is well implemented. I am very aware of the sensitivities and the need to manage a wide range of stakeholders in any situation.

For 6 years I held the role of Governor of the NHS Foundation Trust in Hampshire UK and separately worked on treasury related issues with the NHS Shared Service Centre. I have sat on the UK National e-invoicing forum sponsored by the UK Government Cabinet Office; the Institute for Turnaround and a current member of a multi-disciplinary Brexit Advisory Team.

Outside of work, I enjoy spending tremendous time with my wife and engaging with and promoting professional art and craft, and separately on the beneficial effects of this and horticulture on health and well-being. I am a main board Trustee of the Devon Guild of Craftsmen and member of the Kingsbridge Estuary Boat Club in South Devon.

My Experience

Joined PMC Treasury Panel in 2019

 2007-2019

TPR Associates Ltd, Director (Senior Interim Management, Consulting, Mentoring and Business Development)


2000-2007

Inchcape Shipping Services Ltd, Group Treasurer


1989-1999

John Mathley plc, Treasury Manager, Finance and Foreign Exhange

John Durbin

John Durbin


I’m a seasoned treasury professional with over 35 years of experience across corporate finance and treasury functions for leading international organizations. My strongest skill sets include managing change, building high-performing teams, and maximizing efficiency in the treasury and corporate finance functions within global organizations.

I’m a strategic, clear-thinking decision maker, possessing knowledge and insight that accomplish goals and drive business profits. I’m technology savvy with significant understanding of diverse international business practices and cultures. I possess linguistic abilities in Arabic, French, German, Italian, Portuguese, Russian, and Spanish.

My Experience

Joined PMC Treasury Panel in 2017

2011-2017

Senior Vice President, Finance and Treasurer – MRC Global, Inc.


2009-2011

CFO – Tri Valley Corporation


2009

CFO- America West Resources, Inc.


2005-2009

President & CFO- JED Consulting, LLC.

Bruce Petersen

Bruce Petersen


My role is to provide treasury with the resources to be an effective part of the organization.  I work closely with the treasury and operational teams to meet the needs of the business, ensure liquidity, manage risk and look for opportunities for improvement.

I bring 25+ years of broad treasury and capital markets experience at both public and private companies.  I have supported liquidity at growth and levered companies as well as managed companies through transitional periods.  This includes being a Treasurer of a SAAS company that completed an IPO as well as building treasury functions and integrating operations in mergers and acquisitions, spin-offs and go-private transactions.

I am proud to be a part of the PMC team that brings broad experience and skills to support our clients’ needs.

My Experience

Joined PMC Treasury Panel in 2018

2016-2018

Assistant Treasurer– Vubiquity Inc.


2015-2016

Interim Treasurer – Lighting Science Group Corporation


2008-2013

Treasurer – Ancestry.com


2004-2008

Director, Financial Risk- H&R Block Inc.

Chris Brugo

Chris Brugo


I am a senior treasury executive with over 30 years experience in financing, cash management and operations within the consumer products, telecommunications and healthcare industries.

I have managed companies undergoing significant event driven change resulting from M&A, IPO, recapitalizations, restructuring and capital structure initiatives.

I assist clients in leveraging technology to streamline previous manual processes while ensuring segregation of duties, controls and enhanced security to block unauthorized access. This has led to reduced bank fees, reallocating of FTE resources, improved efficiency and reduced error.

My Experience

Joined PMC Treasury Panel in 2016

2015-2016

Assistant Treasurer – Warbird Consulting Partners, LLC


2011–2015

Assistant Treasurer – Jaden Corporation


1998-2011

Director Financial Risk Management- Estee Lauder Companies Inc.

John Forster

John Forster


Managing a private equity transaction will present a fair share of risks. One risk not worth taking is with the development of the Treasury function. With so many things to consider when creating a new Treasury Department, it’s important to work with someone who’s done this before.

I’ve played a big role in the implementation and ongoing successes of the Treasury function for three large multinational companies; I have extensive knowledge in managing Treasury operations, having held manager and director roles for 15 progressive years. I’ve consistently delivered best practices, a high level of automation, and highly effective internal controls. Treasury is a crucial cog in the wheel of any finance department. One of my biggest strengths is the ability to mesh with other departments of an organization.

Whether working with Legal, Human Resources, the Controller’s group, FPA Tax, etc., I know what it takes to extract the most value from Treasury and achieve optimal results.

My role at PMC has allowed me to roll up my sleeves and jump right into various projects. Whether working on a large or small assignment, I always strive to find permanent solutions backed by written policies and procedures.

My Experience

Joined PMC Treasury Panel in 2013

2013-2016

Freelance Consultant


2012-2013

Solution Consultant – FiREapps


2011-2012

Treasury Consultant –  SUNGARD


2009-2011

Managing Director, The Treasury Transformation Group

Jorge Trevino

Jorge Trevino


My goal is to help clients with the task of standing up the Treasury function, preparing for acquisitions, developing Treasury processes and controls (both pre and post-acquisition), risk management, cash management, debt management, and ad hoc projects that arise.

I have extensive experience managing the Treasury and Finance functions at both public and private companies but I believe my unique background in Engineering, Aerospace, Consulting, Energy, and Finance is what truly makes me a great member of the PMC team.

My hobbies outside of work include mountain biking, fishing, and music but most of my spare time is spent keeping up with my three kids!

My Experience

Joined PMC Treasury in 2018

Jan 2018 – Jul 2018

VP Finance, Spicewood Oil & Gas (Start-up)


Jan 2018- Apr 2018

Senior Financial Consultant, Evergreen North America Industrial Services


2015-2018

Assistant Treasurer, Cobalt International Energy


2011-2015

Director Corp. Finance & Treasury, Miagro Exploration

Chris Gould

Chris Gould


I provide our clients with consultative services that scope across our Treasury function.  Using a hands-on approach, my services entail everything from organization design and planning, to risk management, liquidity structure, and cash management, and everything in between.

Throughout my career I’ve had the opportunity to lead a number of high-value transformative efforts. These have ranged from designing, building and leading special purpose teams, to rolling out new systems, to developing new models and processes. All complete with associated internal consensus building, marketing and training.

I am particularly effective at forging strong working collaborations with partner areas such as Finance, Tax, Legal, etc., with internal client areas such as Operations, Real Estate, and IT, and with external partners such as banks and rating agencies.

With PMC, I am proud to be part a high quality team with a broad and extensive base of relevant experience and skills.

My Experience

Joined PMC Treasury in 2016

2014-2015

Freelance Consultant


2013-2014

VP, Finance & Treasurer – Express Scripts Holding Company


2010-2013

VP, Finance & Treasurer – Best Buy Co. Inc

Chris Papandrew

Chris Papandrew


I work with clients on interim and advisory positions to establish, manage, or optimize all aspects of their operational and strategic treasury activities. Key strengths include providing leadership in planning and executing processes that result in maximum cash and liquidity, while minimizing operational and financial risk for multi-national organizations.

I have spent the majority of my career, spanning 25+ years, building and managing world-class treasury capabilities for a diverse set of companies. I have hands-on expertise in establishing and maintaining global liquidity structures, cash flow forecasting, debt management and capital market activity, inter-company loan portfolios, daily cash positioning and mobilization, foreign exchange hedging programs, including hedge accounting, and comprehensive insurance program marketing efforts. I have a proven record of implementing the technology, policies, and procedures necessary to enhance visibility, control, and compliance for public and private companies.

I am passionate about helping companies improve the way they manage and protect their cash asset, with smart treasury solutions. I am happy and proud to be part of the PMC Treasury team to do just that.

 

My Experience

Joined PMC Treasury Panel in 2016

2014 – 2015

Independent Treasury Consultant


2008 – 2014

Vice President & Assistant Treasury, Warner Music Group


2008

Treasury Consultant, Haemonetics Corporation

Rob Mead

Rob Mead


I bring a deep knowledge and understanding of the broad treasury operation to my clients and help develop strong internal processes and team development and as well as a strong background in third party negotiations (debt, risk management, credit).

My 25+ years of treasury experience have been centered around establishing full treasury operations, both domestic and global, for companies that either being spun-off or recently divested.  I have been the individual responsible for every detail including building a team, debt portfolio, risk and insurance management, cash management, credit and foreign currency management and merger & acquisition analysis.

In my spare time I enjoy softball and volleyball, travel and spending time with family and friends.

My Experience

Joined PMC Treasury Panel in 2018

2015 – Present

Financial & Management Consulting


Jan-Jul 2016

Treasurer, Vectra Co.


2007 – 2014

Vice President & Treasurer, Patriot Coal Corporation


2000 – 2007

Director, Global Finance & Treasury, Energizer

Joe Frank

Joe Frank


 

My role is to ensure the treasury function supports the client’s business goals.  It is a collaborative engagement to deliver solutions that optimize liquidity, manage risks, promote efficiencies and improve the bottom line.

Success is achieved through deployment of best practices gained through my 30+ year career in finance and leading global treasury operations at Fortune 500 and innovative companies.  They are grounded in principles of automation, centralization, documentation and controls which enable scalability.  I lead by example with a roll up the sleeves aptitude and respectful communication across functional teams.

I am honored to round out my work experience with volunteer opportunity addressing homelessness as executive board member of Habitat for Humanity Metro West/Greater Worcester, MA.

My Experience

Joined PMC Treasury Panel in 2018

2014 – Present

Independent Treasury Consultant


2009 – 2013

Director of Treasury & Tax, NxStage Medical


2009

Interim Treasury Director, Nuance Communications


 

2005-2008

Treasurer, Lionbridge Technologies