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 and 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

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 Executive Committee and contribute to the continued global growth strategy across and between products and services.

Get in touch

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

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.

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

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

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

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

Alex Baker

Alex Baker

I joined PMC as Head of Business Development with responsibility for driving growth across our businesses and ensuring that our clients are at the centre of everything we do.

I have worked previously with both major consulting organisations and top tier banks and so bring a perspective and understanding formed from acting as both client and service provider.

PMC have an exceptional set of clients, products and services. My role will be to help build on these solid foundations by working with our highly skilled delivery teams to further develop the suite of services we offer and ensure that our clients have a world class experience every time.

My Experience

Joined PMC in 2020

2013 – 2019

Client Account & Delivery Manager – Accenture, London


2011 – 2013

Risk Change Programme Manager – Credit Suisse, London


2005 -2008

Senior Manager, Consulting Services – SunGard, London

2005 – 2006

Manager, Financial Services Risk, EY, London


1996 – 2005

IBM Business Consulting Services, New York & London

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.

Get in touch

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


Matthew Purchase

Matthew Purchase


I joined PMC’s Operational Treasury team after more than 15 years leading corporate treasury, FP&A, risk management, debt financing and the annual budget process for PE-backed and publicly traded companies. I was previously a commercial lender at two of the largest banks in the United States.

In my spare time I enjoy travelling with my wife, bike riding, soccer, and Denver’s ever changing dining and micro-brewery scene.

Get in touch

My Experience

Joined PMC Treasury in 2022

 2017 – 2021

VP of Finance & Treasurer, Crestone Peak Resources


 2007 – 2016

Treasurer, SM Energy Company


 2005 – 2007

Vice President, Comerica Bank


MBA, Finance

Certified Treasury Professional

Edward Mundt

Edward Mundt


As part of PMC’s operational Treasury 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.

Get in touch

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)

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

Michelle Tomaselli

Michelle Tomaselli


I joined the PMC Risk Management team in 2021 based in New York.

I have over 13 years of Derivatives Solutions experience within HSBC, and have been fortunate enough to work in Brazil, Canada and NYC with clients based in North and Latin American. I bring my local and international expertise in specialized Financial Markets to the PMC risk management solutions team.

I hold an MBA Degree by Columbia Business School as well as a bachelors degree in economics by Pontificia Universidade Catolica in Sao Paulo, Brazil.

Outside finance, I enjoy skiing, running and spending time with my family. I consider myself a foodie, wine enthusiastic and a (very) amateur DJ.

My Experience

Joined PMC Treasury in 2021

2010 – 2021

Director – HSBC, New York

Vice President – HSBC, Canada

Associate Vice President – HSBC, Sao Paulo

Analyst – HSBC, Sao Paulo

Jim Toth

Jim Toth


I joined PMC’s Operational Treasury 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.

Get in touch

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

Simon Tatam

Simon Tatam


I am a career Treasurer with a track record of developing and re-engineering global Treasury functions to become centres of excellence, and have managed Global Treasury functions during periods of significant business change and extreme stress events.

I work collaboratively with clients to ensure that the solutions deployed are robust and meet the needs of the Business both now and for the future state, and that there is clear alignment between Treasury and the strategic objectives of the Business.

Get in touch

My Experience

Joined PMC Treasury in 2021

2020 – 2021

Director, Head of Treasury – Mansion House Consulting


2013-2020

Managing Director – Pinnacles Partners Limited


2012-2013

Group Head of Treasury – CMC Markets UK PLC


2003-2012

Treasurer – Marex Spectron Group


2000-2003

Treasurer, Europe & Asia – Cantor Fitzgerald Limited


1990-2000

Manager, Operations Division – Dresdner Kleinwort Benson


Rafael Reno

Rafael Reno


I joined the PMC Risk Management team in 2022 based in New York.

As a Risk Management Consultant with extensive experience in the financial markets, balanced with a solid quantitative background, my goal is the delivery of tailor-made solutions to each client.  Whether through one-off deals or long-term assistance, I strive to optimize the outcomes with ownership and accountability to ensure our client has no constraints about delivery and keep focused on their core business.

Outside the office, when I’m not spending time with my family, I’m a triathlon enthusiast, looking for inspiring races to swim-bike-run.

Get in touch

My Experience

Joined PMC Treasury in 2022

2022 – 2022

Private Banker – Delta National Bank, New York


2011 – 2021

Head of FX & Derivatives Desk – MUFG, Brazil & New York


2004 – 2011

Treasury Sales Desk – HSBC, Brazil


2003 – 2004

Treasury Risk – Lloyds TSB Bank, Brazil

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

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!

Get in touch

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

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

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

Tyler Hanson

Tyler Hanson


As an Operational Treasury 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

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.

 

Get in touch

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


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.

Get in touch

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


Helen Tannor

Helen Tannor


As a Hedge Accounting Consultant at PMC, I manage and deliver hedge accounting and web-based valuations solutions to our clients .

I have worked for several years as a treasury accountant, I bring an in depth knowledge and understanding of treasury and hedge accounting and have a wealth of experience working in various industries and sectors.

I pride myself on ensuring our clients have a clear understanding of their hedging reports.

Get in touch

My Experience

Joined PMC Treasury in 2022

2017-2022

Neptune Energy – Senior Treasury Accountant

SAGA PLC – Treasury Accountant

EDF Energy – Senior Technical Accountant

KUFLINK – Accountant


2006-2015

BP PLC – Commodity Risk Analyst & Treasury Accountant


2005-2006

National Grid – Treasury Accountant

James Edwards

James Edwards


I have 30 years’ experience in the foreign exchange market, starting out as a trader, then as a structurer, using my expertise to develop risk management solutions.

I always endeavour to have a full understanding of the commercial perspective of my clients. To develop a solution, the problem and risk must be fully understood first. I use that adage to provide appropriate management for cash flow exposures, net investment hedges and event-driven risk management.

In my spare time, my children and I have been growing our own fruit and veg to try to be a little more self-sufficient!

Get in touch

My Experience

Joined PMC Treasury in 2022

2006-2021

Director, FX Structuring – HSBC


2001-2006

FX Structured Sales – Barclays Capital


1996-2001

FX Options Trading & FX Sales – Bank of Nova Scotia


1992-1996

FX Options Trading, SG Warburg Group

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


19959

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

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

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

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

 

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

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

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.

Get in touch

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


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.

Get in touch

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


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.

Get in touch

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


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

Ron Hall

Ron Hall


I joined PMC in 2022 and have over 25 years treasury experience.  I bring not only a high level of energy and enthusiasm, but also a developed capacity for analytical reasoning and creative problem solving. I have significant finance and treasury experience obtained in a multinational environment with an MBA from London Business School, a global acumen and excellent communication skills.

I am a keen traveller and have visited over 50 countries, I also love most sports but in particular Basketball, American Football, and Baseball.

Get in touch

My Experience

Joined PMC Treasury in 2022

2021 – 2022

Interim Treasury Manager, PageGroup, UK


2015 – 2021

Treasury Controller, Japan Tobacco International, UK


2011 – 2015

Independent Treasury Consultant – UK & Switzerland


2008 – 2011

Director of Treasury, Travelport Ltd – US


2002 – 2007

Treasury Consultant, Intermec Inc – UK


1996 – 2002

Director of European Treasury, Western Atlas Inc – Nijmegen & UK

Dario Scarcella

Dario Scarcella


I support our financial sponsors, portfolio companies and corporate clients with analytics and delivery of treasury assignments. By combining treasury management expertise with a strong business acumen, I ensure the effectiveness of our solutions.

Having acquired competencies in financial modelling, liquidity management, debt and equity financing with corporates and financial institutions, I can leverage my expertise and best practices to support our clients with sound decision-making in regard to funding and capital efficiency.

My Experience

Joined PMC Treasury in 2020

2018 – 2020

Treasurer, Capexmove – London


2017 – 2017

Treasury Analyst, Vesteda Investment Management, Real Estate Investment Fund – Amsterdam


2016 – 2016

Cash Management Consultant, Transtrack International – Amsterdam


2014 – 2015

MSc Finance, Tilbury University – The Netherlands


2008 – 2013

BSc Economics of Financial Markets and Institutions – University of Rome Tor Vergata – Italy

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.

Get in touch

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

John Bournery

John Bournery


As an Operational Treasury 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.

Get in touch

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

Niall Corrigan

Niall Corrigan


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

My Experience

Joined PMC in 2021

2020 – 2021

Trade Operations Analyst – DG Partners Systemic Trading , London


2019 – 2020

Corporate FX & Interest Rate Derivative Sales – HSBC, New York


2018 – 2018

Intern, Duff & Phelps, Ireland

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.

Get in touch

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

George Goceljak

George Goceljak


I joined the PMC Risk Management team in New York in 2022.

Prior to PMC, I spent time in the Equity Derivatives Structured Investments group at JP Morgan. I have extensive exposure to the structured products space, particularly with equity and market-linked notes, as well as cross-asset products. This exposure is further supported by my experience as a paralegal in Mayer Brown’s Capital Markets group.

I hold a B.A. in Economics from Bard College and a M.Sc. in Financial Economics from the University of Glasgow, where I am also currently pursuing a Ph.D. in Economics.

Outside of work, I enjoy snowboarding, cross-country skiing and the comedy scene. I especially love spending my time with my girlfriend and our two Italian Mastiffs, Lucy and Buffy.

Get in touch

My Experience

Joined PMC Treasury in 2022

2021 – 2022

J.P Morgan – Equity Derivatives Middle Office Associate


2018 – 2019

Mayer Brown LLP – Capital Markets Paralegal


2019 – 2020

MSc, Financial Economics – University of Glasgow


2013 – 2017

BA, Economics – Bard College

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.

 

Get in touch

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

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.

 

Get in touch

My Experience

Joined PMC in 2022

2019 – 2020

Northumberland Wildlife Trust – Management Consultancy Analyst/Researcher


2017-2020

BA Business Management – Newcastle University

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

Dan Kyriakides

Dan Kyriakides


I am a Business Analyst at PMC and I support the global team with analysis, market research, strategy development and business optimisation. I utilize my qualitative and quantitative analytical skills to help drive business development and operational efficiencies.

Prior to joining PMC, I was an international hockey player representing Great Britain and Wales, which included spells playing professionally in Germany and Malaysia. I am passionate about environmental issues and hold a Bachelor of Science (BSc) in Marine Geography.

 

Get in touch

My Experience

Joined PMC in 2020

2014 – 2020

Professional Athlete – Great Britain Hockey, Hockey Wals & Crefelder HTC


2013 – 2016

Cardiff University – BSc Marine Geography

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