David Ford

Experience

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  Army Historical Foundation

  May 2005 - Aug 2006

  Assistant Historian

  • Assisted the Foundation’s Chief Historian in performing various administrative functions• Organized and co-hosted several dinners and events to promote the Foundation• Performed in-depth historical research and investigations at the National Archives and Records Administration • Edited historical submissions, articles and analysis for publication• Published four articles with bylines in the official Journal of Army History

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  Universidad de Navarra

  Sept 2006 - Apr 2009

  External Relations Specialist

  • Grew relationships with client schools and institutions• Developed and implemented international marketing and promotion strategies for one of the top business schools in Spain• Personally organized and conducted bilingual (English-Spanish) recruitment campaigns at international high schools throughout Spain and Western Europe• Delivered seminars on economics and business for prospective students• Served as a teaching assistant in Fundamentals of Business Production and Organization• Contacted, followed up, and interviewed prospective students and their families on a weekly basis• Responsible for scheduling, organizing and leading student/parent visits to the University• Recorded and updated contacts, leads, meetings, and promotional events in Salesforce, CRM Show less

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  U.S. Department of Labor

  Jan 2009 - Jul 2011

  Grant Management Specialist

  • Drafted reports summarizing grantee financial reporting activities for the ETA’s national management team in Washington, DC• Supported management by creating and maintaining a database reconciling grantee financial statistics using Excel/VBA and Access on a daily basis• Assumed full responsibility for the preparation of recurring quarterly reports highlighting the financial obligations and compliance status of hundreds of grantees and contractors• Identified problems concerning grantee reporting and made recommendations to management for resolving these difficulties• Planned and prepared materials for webinars and seminars sponsored by the Department of Labor Show less

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  TradingClearly

  Jun 2011 - Feb 2012

  CoFounder

  • Designed and coded the interface for the equities trading research site tradingclearly.com• Contacted beta testers and recorded their feedback on the interface and ease of use of the website and its tool, organizing their remarks• Employed A/B testing to measure the success of improvements to the web interface and tools• Acquired, validated, and documented raw and statistical data related to equity investments• Suggested solutions and bug fixes for newly developed statistical functions• Organized findings from extensive market research and presented results identifying the prominent features of competitors Show less

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  A.G.P./Alliance Global Partners

  May 2012 - Oct 2012

  Stock Broker

  • Called 400 to 600 business owners per day, generated 5 to 10 actionable leads for my senior broker and myself• Opened up accounts off my lead base and made multiple sales of stocks and mutual funds• Performed fundamental research and analysis on specific stocks and their sectors• Strengthened relationships with my existing clients and those of my senior broker• Skilled in selling individual stocks and mutual funds, managed client’s needs and objectives

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  UBS

  Nov 2012 - Apr 2015

  Management Information Systems Analyst• Developed, coded and managed several processes used by Onboarding and the Client Accounts teams using SQL, VBScript, and VBA with Excel, Access and SharePoint• Resolved breaks occurring with client account data and trade settlement instructions, querying and manipulating data to locate underlying issues and clearly presented findings to management• Ensured processes comply with regulations and guidelines of the Client Accounts Data team• Constantly improving methodologies and procedures Show less Regulatory and Control Analyst• Communicated effectively while working closely with management, continually improving the overall Dodd-Frank process for the members of the UBS Client Onboarding Team• Automated and simplified analysts’ daily workload by organizing, filtering and reconciling Dodd-Frank compliance data from third party data sources with the internal UBS client databases• Created, managed and generated various time-sensitive daily reports demanded by traders and managers via code in Access, Excel, Outlook and SharePoint• Provided confirmation of all accounts that are Dodd-Frank compliant and ready to trade• Concentration on FX Swaps and swap-dealers in regards to Dodd-Frank (Title VII) Show less

  • Client Account Data - MIS Analyst

    Feb 2014 - Apr 2015

  • Dodd-Frank Client On-boarding Specialist (Operations Analyst)

    Nov 2012 - Feb 2014
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  LCH

  Apr 2015 - now

  Associate - Management Information Systems

  Continually improved business processes through automation while mitigating operational risk. • Collaborate closely with Sales, Client Services, Compliance and Product in answering queries for clearing brokers, clients, trading venues, regulators and senior SwapClear management• Prepare and present weekly presentation to IT & Operations managers highlighting KRIs, operational performance, incidents and trade registration metrics• Follow through on investigating operational risk concerns for IT & Operations management• Partnered with Product to prepare monthly data on SwapClear activity for comparison to industry wide activity and market trends; firm understanding of SwapClear trade data• Familiar with technology and market infrastructure; trading venues, trade flow, collateral funding• Drive innovative projects improving SwapClear’s operational capacity and BAU processing across the LCH rates services• Continually develop or improve current operational processes, coding solutions in VBA, Python and SQL Show less