Patricia Davies

We can Help with Financial Products, Derivatives, Market Risk, Specialist in Financial Markets and Banking, Project Management, Enterprise and Business Architecture.

Patricia is a fully qualified F.C.P.A. (Fellow Certified Practising Accountant) having 38 years work experience mainly in the Financial Markets & Banking Sectors including Funds Management, Proprietary Trading, Institutional, Wholesale and Retail Banking.


Patricia’s experience includes a variety of senior technical consulting, project and program management positions with reporting responsibilities directly to Senior and Board Level Management. She has extensive exposure to a variety of business and technical environments which have included market and credit risk, business process re-engineering, full enterprise architecture, management information design and major system implementations.

She has experience in front office trading; executive management; client conflict negotiation and resolution, service level agreement and vendor (SLA) monitoring, corporate business start-ups, business logistics, corporate training and staff supervision.

Patricia has led and managed numerous difficult projects and environments whereby the roles required substantial hands-on technical expertise and involvement.

She has been responsible for the re-engineering and strategic change remit for a number of large business divisions at numerous institutions. This has encompassed all the business and technolgy aspects for a number of leading US and European investment banks in London, New York and Australasia.

Experience, Skills and Business Exposure Summary:

  • Programme & Project Management
  • Consultancy Practice and Management
  • Systems Development & Implementation (Full project life cycle & Agile methodologies)
  • Business Analysis
  • Enterprise, Solution and Business Architecture
  • Data Warehouse Design
  • Re-engineering Business Processes (Six Sigma; BPR; STP; CSA; TBOM, E2E, As-Is State and To-Be Design)
  • Strategic Planning
  • Outsourcing business activities to Third Party suppliers
  • Change Management
  • Third Party Vendor Management/Service Level Agreements both Monitoring and Negotiation
  • Productivity Assessment and Enhancement
  • Business Unit Controller and Business Management
  • Line experience in the front office trading and fund management, risk, product control, credit, middle office and statutory finance, operations and regulatory departments
  • Start Ups / Mergers / Acquisitions / Centralisation
  • Product Profitability & Control
  • Budgets and Forecasts
  • Business Continuity Planning
  • Extensive Financial Products and Risk
  • Knowledge Staff Management
  • Risk (Credit, Market and Operations, Liquidity
  • Management, Monitoring & Control)
  • Board Reporting, BoE and SEC Working Parties

Business exposure

Banking & Finance: 26+ years

  • Wholesale/Corporate/Institutional
  • Fund Management
  • Retail Banking
  • Treasury & Money Market
  • Prime Brokerage
  • Derivatives (OTC, Exotic and Credit)
  • Domestic & International Markets
  • Emerging Markets
  • Corporate Finance
  • Tax Based Structures
  • Structured Trade & Project Finance
  • Clearing Houses and Custodians

Shipping: 3 years
Energy and Mining; Construction and Real Estate: 4 years
Retail: 6 years
Education: 1 year