Peter Hazel - PMP

Experience

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  Credit Suisse

  Jan 2004 - Jun 2012

  Prime Brokerage Account Manager (CSR)

  Primary point of contact for numerous hedge fund client relationships (AUMs from $100mm to $40b)Registered Options Principal – worked to develop departmental guidelines around option trading levels; primary approver within CS Prime Broker for client option trading levelsExpertise in a wide product scope - FI, equity, TBAs, derivatives – ownership client’s trade life cycle – ensure good facilitation from implementation through settlement. Primary FICC coverage within CS Prime Brokerage – strong understanding of TBA product, as well as it’s settlement lifecycle; excellent understanding of overall MBS product scope.Thorough FX experience – options, forwards, spots. Robust comprehension of margin logistics and calculations on multiple trading platformsPartner with IT on client requests and system improvements – comprehensive understanding of facilitation methods (swifts, FTP, direct flows) Responsible for training and developing new team members regarding all operation and relationship proceduresTarget, pitch, onboard, and integrate customers onto prime brokerage platform; continually qualify for additional revenue streams Show less

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  Bank of America

  Jun 2012 - May 2016

  Product Development Specialist

  As a Sr .Business Analyst, run point for multiple projects and build-outs simultaneously. Work with business stakeholders to devise budget and resource estimates for requested builds. Write up appropriate project documents, BRDs, SLAs, etc. to ensure proper tracking and accountability of all project tasks. Create and execute test cases in UAT environment. Note and document defects, assure legacy processing is not interuptedKey interface between technology engineers and business users. Articulate business needs to developers in written documentation. Create and run full end to end testing protocol for all projects. Schedule and oversee implementation. Global Transition Manager to 5 direct reports charged with full service client on boarding from pitch through relationship hand off. Responsible and accountable for resource allocation for all project based initiatives. Developed new technological strategy to streamline on boarding process.New clients: work closely with Origination and Sales Desks during pitch process as topic expert to sell the bank’s FXPB platform. Show less

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  Morgan Stanley

  Jun 2016 - Jan 2022

  Product Manager Digital Trading

  Product owner of Morgan Stanley’s retail trading platform; set priority of new feature and enhancements backlog. Point of escalation for online trade inquires, disputes, or questions. Liaise with internal and external clients regarding current and future trade functionality. Led agile team and all related ceremonies.Lead in the creation of self-directed trading account. Created and implemented systematic controls through partnership with firms Legal, Risk, and Compliance teams. Spearheaded redesign of option interface; created a new option ticket and chain display. Manage all stages of a project life cycle; draft and document requirements, work with design team on wire frame creation, review and approve user stories, oversee QA testing, monitor release into production.Manage firm relationship with 3rd design party providing static and real-time market data. Facilitate discussions with internal clients and stakeholders to gather and document business requirements, build consensus, and finalize decisions. Simultaneously run point for multiple projects and platform enhancements. Draft appropriate documents; BRDs, SLAs, etc. to ensure proper tracking and accountability of all project tasks. Monitor online order volume. Identify potential system limitations and exposure points. Member of Morgan Stanley Online Trading Governance Committee. Show less

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  Adaptive Financial Consulting

  Jan 2022 - now

  Product Owner

  Cross functional leader of three global delivery teams. Day to day contact for client and internal stakeholders. Constant stakeholder engagement, define roadmaps, discuss scope, estimates, budgets, and targets. Provide tangible JIRA driven statistical metrics for project tracking and transparency.Manage three scrum teams, focused on delivering code for three unique work streams. Manage twenty-three global team contributors (Engineers, BAs, QA, and two Scrum Masters)Act as Scrum Master for a global scrum squad consisting of two Business Analysts, five engineers (FE, BE, and FS), and two dedicated QA resources. Oversee project execution through all phases of project life cycle; initiating, planning, executing, and closing. Implemented a new trade entry platform along with bulk upload functionality. Team conceptualized and created new trade lifecycle; implementation of database tables, endpoints, and validation processes. Led creation of new UI interface to ensure most efficient user experience; 183 attributes added across multiple asset classes.Led development and implementation of trade rules engine. Implementation of 1,200 trade rules/warnings/attestations, along with creation of automated testing for daily rules regression. Implemented new processing for ALGO equity orders. Connectivity to internal and external systems for routing, trade enrichment, and risk protocols. Show less