Jeffrey

Jeffrey

Unionville
Contact Jeffrey

About Me - Short Overview

An effective executive, SCR® certified and CFA® professional, who specializes in enterprise risk management and financial regulatory oversight focusing on governance, market risk, climate modelling, liquidity risk, stress testing and strategic risk. Able to contribute to team success with impact, out-of-the-box thinking and concise effective communication.

Key Career Highlights - Actions, Results

1. Developed and implemented the BAU Stress Testing Framework at Wells Fargo
2. Developed and implemented the Market Risk Management Framework with policies and procedures for Wells Fargo Canada
3. Published the OSFI B-12 OSFI Guideline on Structured Interest Rate Risk Management
4. Set up joint task force with Bank of Canada at OSFI to address Shadow Banking
5. Published the B-6 OSFI Guideline on Liquidity Principles.

What size(s) of businesses / organizations do you have experience with?

  • Small (<100 employees)
  • Large (500+ employees)

List the names of companies/organizations you have worked for and/or consulted for, regardless of size:

Wells Fargo, CIBC, OSFI, Deutsche Bank, Citibank, RBC, Friedman & Friedman

What perspectives along the value chain do you have insights on, whether direct or indirect (stakeholder engagement), as an expert?

  • Government / Public Service

Credentials - Degrees, Accreditations, Qualifications

MBA, CFA, SCR, CCO Qualifying Exam