David Kopec

David Kopec

Followers of David Kopec858 followers
location of David KopecBrewster, New York, United States

Connect with David Kopec to Send Message

Connect

Connect with David Kopec to Send Message

Connect
  • Timeline

  • About me

    Risk & Compliance Technology Leader

  • Education

    • State University of New York Cortland

      1980 - 1984
    • State University of New York - System

      -
  • Experience

    • Westpac

      Jan 1991 - Jan 1996

      Managed team of four software developers in creation of a decision support system which formed the backbone of all financial and risk management MIS for the branch.• Collaborated with senior fixed-income traders, back office managers and led development team in implementation of front and back office bond trading system.• Led team in design and migration of PC-based MIS system to robust client-server architecture Hands on development team leader which implemented MIS system for front and back office.• Designed and developed gapping, liquidity, risk management, balance sheet, P&L and general ledger reconciliation reports. Provided ad hoc reports to trading and back office management, as needed.• Co-managed and participated in design and development of software on multiple platforms to consolidate data into a common relational database. Software developer working on a small team to provide system support and MIS to front and back office management.• Developed programs to capture real-time rate information from live data feed.• Created collateral management system for back office, to automatically track customer securities and cash collateral, print customer statements and daily and monthly reports to show all costumers current standings and activity.

      • Vice President - Project Leader

        Jan 1994 - Jan 1996
      • Assistant Vice President – Development Lead

        Jan 1993 - Jan 1994
      • International Banking Officer – Software Developer

        Jan 1991 - Jan 1993
    • SBC Warburg

      Jan 1997 - Jan 2002
      Associate Director – Project Leader

      Led team of 12 developers and support staff in development and maintenance of Letter of Credit and Commercial Loan applications.• Developed project plan and led team in design and migration of Trade Finance application from legacy mainframe to client server platform. Increased functionality and eliminated allocation for mainframe costs.• Key designer and project lead for Straight-Through Processing projects for two Commercial Loans middle and back office systems.• Led year 2000 remediation of Loan and Letter of Credit applications. Show less

    • Swiss Bank Corporation

      Jan 1999 - Jan 2000
      Director
    • UBS Investment Bank

      Jan 2002 - Jan 2003
      Information Technology Architect

      Senior member of Fixed Income Architecture team, concentrating on database design and evaluation and approval of new technologies.• Key member of design team that developed Fixed Income central data repository. Provided single source of financial instrument data and reduced reconciliations.• Original Member of Mortgage Origination System Rewrite Team. Key contributor to database and end of day process design, evaluation and gaining approval for purchase of third party components.

    • UBS Investment Bank

      Jan 2004 - Jan 2005
      Director

      Key member of Global Deal Review Board for all purchases of firm’s third party software and hardware.• Key member of Technical Operating Committees that evaluated, recommended and negotiated contracts for purchase of global technology suites. Global contracts insured systems compatibility and reduced costs with volume purchases of end user licenses.• Conducted technical and non-technical interviews and recommended hiring of candidates for project leaders and technical staff.

    • UBS Investment Bank

      Jan 2006 - Nov 2007
      Director – Project Manager

      Managed outsourced and in-house global team of 18 developers and business analysts charged with ongoing development and maintenance of seven global employee surveillance applications for Compliance department.• Facilitated monthly, executive-level Steering Committee meetings; presented project status overview and guided team in review and resolution of issues.• Managed stakeholder meetings; revised/updated project plans, prioritized activity, reallocated resources and re-established milestones. Insured completion of mission critical projects (or execute strategic business initiatives).• Researched, analyzed and determined readiness for outsourcing development to a single, off-shore, third party vendor. Recommendation influenced contract negotiations currently underway.• Supported staff development; implemented development planning process that included training, feedback, coaching, knowledge transfer, and stretch assignments. One employee earmarked for promotion. Show less

    • MUFG Americas

      Aug 2008 - Nov 2017
      Director, Risk Management

      Business lead for a multi-entity Credit Risk Reporting project as well as for follow-up system expansion projects. Supervise four full-time employees and up to two consultants. Key role in developing risk system roadmap and architecture across all risk disciplines and compliance.

    • Freelance, self-employed

      Dec 2017 - now
      Web Developer

      * Built and deployed webpages based on client provided design and copy* Clients include Webcollage, MSKCC and Americares* Javascript and server-side PHP development* Built and deployed Hubspot hosted data entry forms* Extensive Python coding

  • Licenses & Certifications