Paul Bigler

Paul Bigler

location of Paul BiglerDarien, Connecticut, United States

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  • Timeline

  • About me

    Globally Experienced Operating Executive, Board Member, Senior Advisor

  • Education

    • The Wharton School

      -
      Master of Business Administration - MBA
    • Vanderbilt University

      -
      Bachelor of Business Administration - BBA
  • Experience

    • Citi

      Jan 1990 - Jan 1996
      • Head of Treasury & Capital Markets and Deputy Country Head

        Jan 1994 - Jan 1996
      • Treasurer

        Jan 1990 - Jan 1994
    • ABN AMRO

      Jan 1996 - Jan 1997
      SVP - Regional Treasurer, Middle East and Africa

      Dubai based with responsibility for the management and profitability of all treasury and capital markets activities in the Middle East and Africa

    • ABN AMRO

      Jan 1998 - Jan 1999

      Responsible for building a broad-based financing and distribution capability for Emerging Market debt. Recruited to design and manage a global business responsible for the trading activity, profitability and strategy in all short-term interest rate, foreign exchange and associated derivative products.

      • Managing Director - Fixed Income

        Jan 1998 - Jan 1999
      • SVP - Global Head of Short Term Trading

        Jan 1998 - Jan 1998
    • Deutsche Bank

      Jan 1999 - Jan 2001

      Responsible for creating, staffing and overseeing a newly formed global group tasked with maximizing the profitability of the Bank's core debt portfolio holdings. Achieved revenues of in excess of $250MM, 75% greater than budget. Based in London, responsible for managing and controlling asset, liability, capital and risk profile for the $60B multi-currency UK region balance sheet with additional responsibility for South Africa and multiple legal entities. Pioneered, founded and staffed the Bank's first Islamic Finance department. Member, Deutsche Bank Global ALCO.

      • Managing Director - Global Finance

        Jan 2000 - Jan 2001
      • Managing Director - UK Region Treasurer

        Jan 1999 - Jan 2000
    • Deutsche Bank - DB Advisors

      Jan 2002 - Jan 2005

      Reporting to the CEO, responsible for day to day management of risk, legal, control, compliance, sales and marketing for this $6.5B multi-geography, multi-strategy hedge fund. Also acted as Vice Chairman of the fund's Investment Committee. Reporting to the Global Head of Market Risk Management was responsible for management of all equity risk taken by all divisions of the Bank.

      • COO/Managing Director

        Jan 2003 - Jan 2005
      • Managing Director - Global Head, Equity Market Risk Management

        Jan 2002 - Jan 2003
    • CRT Capital Group

      Jan 2006 - Jan 2007
      COO/CFO

      Responsible for all aspects of finance, operations, IT, risk management, HR and administration for this 165 person capital markets, investment banking and asset management firm.

    • Moonray Capital LLC

      Feb 2007 - now
      Managing Member

      Pioneered the launch and continued management of the firm, discovering business development opportunities through the analysis of competitive, product, risk and other market forces. Responsible for meeting and surpassing goals for growth, profitability, risk mitigation, and regulatory compliance. Serves in interim executive leadership roles.Key Client Engagements:* 2022-2023 Head of Strategy and Senior Business Development executive for an Asian headquartered financial technology firm targeting the family office, multi family office, RIA and high net worth investor space looking for expansion opportunities in the US.* 2020-Present Advisor to highly successful credit fund focusing on the mining industry helping manage the workout of a significant investment currently in default on their loan obligations. * 2018-2020. Helped manage a set of investments as a Board Member and CFO that included real estate, aquaculture, and an aggregates-producing quarry. Spearheaded the process of identifying and retaining an investment banker to assist in the potential sale of one of the businesses and acted as a point person in the eventual multi-million dollar refinancing of the business.* President and Senior Advisor – Financial Services and Group COO, The Fairway Group. Served as an advisor to a technology firm dedicated to revolutionizing the way primary capital markets function. Ongoing consultancy for strategic planning, finance, budgeting, HR, and compliance and risk related planning.* Senior Finance and Operating Executive with iInvest LLC. Responsible for overseeing funding, treasury, operations, legal, compliance, and investor relations with this global start-up broker/dealer. Show less

    • Braver Stern Securities LLC

      Jan 2010 - Jan 2012
      President & COO

      Had responsibility for the day to management of this institutional and high net worth broker/dealer specializing in mortgage and asset backed sales and trading. Acted as primary contact for regulators, vendors and bankers. Instrumental in negotiating the sale of the firm’s institutional sales and trading business.

    • UBS Investment Bank

      Jan 2012 - Jan 2013
      Managing Director

      Recruited to join the senior management team of the Investment Bank's Global COO office. Responsible for Investment Bank (IB) global cost management. Acted as IB sponsor and manager of a multi-year $100MM savings initiative . Created analysis of and framework for all joint venture relationships between the IB and other divisions within the Group.

    • The Private Wealth Partners

      Jan 2015 - Jan 2018
      Partner & COO

      Fulfilled a critical role in the design and integration of a multi-vendor core technology platform offered by this start-up broker dealer. Negotiated and closed agreements with financial advisors catering to ultra-high net worth clients. Led the debut of an entity built from the ground up to service the ultra-high net worth segment of the financial advisor market. Recruited based on knowledge of broker/dealer operations, legal, compliance, trading, risk management, technology and team building.* Spearheaded the staffing and ongoing management of client service and operations functions; oversaw HR issues that include employee benefits, payroll, and a 401(k) plan, as well as real estate issues that include site selection and lease negotiation.* Served as the primary point of contact for and negotiated contractual agreements with all key vendor relationships.* Identified the optimal set of vendor services covering custody, market data, risk management, compliance and communication requirements for ultra-high net worth wealth management advisors and their clients and integrated them into a single technology platform.* Credited with implementing the Management Awareness Rating System (MARS) as a means of ensuring that the technologies and other support provided to clients was always the most operationally and cost-effective solution available. Show less

  • Licenses & Certifications

    • FINRA Arbitrator

      FINRA
      Dec 2022
    • Securities, Broker-Dealer Agent Registration

      FINRA
      Jan 1987