Gerald Hees

About Gerald Hees

Versatile, high capacity, and goal-oriented executive with extensive achievements across the logistics, revenue centers, and technology divisions of sell-side and buy-side financial services and technology firms. Adept at identifying and solving problems, working with the executive team to build and improve the company, and forging solid relationships with partners to achieve goals across multiple organizational levels. Proficient at supervising a complex portfolio of strategic initiatives emphasizing technology innovation and its impact on people, processes, and business lines.

Experience

1. Program Office Design, Build, and Run

   Group 1001

   Jun 2024 — Present

   Developing a Program Office from a Services perspective for IT, Security, and Group 1001 businesses- Tools & Technology- Methodologies & Best Practices- Agentic AI Implementations- Governance & Risk Management- Stakeholder Communication- PMO & Consulting - Training & Development- Continuous Cycle Improvement

Education

• University of Arizona

  Bachelor of Science - BS, Business Economics and Finance

• Thunderbird School of Global Management

  Master of Business Administration (MBA), International Finance

Skills

• Investments
• Program Management
• Market Risk
• Business Process Improvement
• Financial Markets
• Business Analysis
• Trading
• Investment Banking
• Integration
• Foreign Exchange (Fx) Options
• Executive Management
• Strategic Planning
• Fixed Income
• Consulting
• Swaps
• Emerging Markets
• Trading Systems
• Banking
• Risk Management
• Business Transformation
• Financial Services
• Project Management
• Strategy
• Finance
• Electronic Trading
• Business Development
• Financial Modeling
• Change Management
• Hedge Funds
• Management Consulting
• Cross-Functional Team Leadership
• Equity Derivatives
• Equities
• Financial Risk
• Asset Management
• Securities
• Vendor Management
• Leadership
• Fx Options
• Management