Alex Tsymbal, CFA, MBA, LPM, POPM

Fractional CPO

GEAR LLC · New York City Metropolitan Area

Feb 2024 – Present(2 yrs 3 mos)

* BANK OF AMERICA (CONSULTANT) – Product portfolio includes Debt Capital Markets Syndicate platform, Retail CD application, and Municipal Syndicate platform. Champion Agile practices to improve efficiency. * THOUGHT LEADER IN AI AND BANKING – Form AI thought leadership through regular panel and roundtable discussions with business leaders. * SME NETWORKS - Provide SME advice to multiple clients of expert networks on Banking, Technology, and AI among many subjects.

Board Member

Influence Board

Jan 2025 – Present(1 yr 4 mos)

Mentor students and advise businesses, to improve the community

Director, Digital Transformation and Automation | Securities Servicing COO

BNY Mellon · New York City Metropolitan Area

May 2022 – Feb 2024(1 yr 10 mos)

* TRANSFORMATIONAL LEADER WHO REIMAGINES BUSINESS PROCESSES – Hand-picked to lead multiple complex operational redesign and automation efforts, achieving significant cost savings, new efficiencies, and mitigating operational risks * STATUS QUO DISRUPTOR WHO CREATES NEW AND SCALABLE FRAMEWORKS – Overhauled billing processes of Alternative Investments servicing by standardizing product definitions and streamlining data flow, ultimately creating a model for enterprise-wide billing practices that eliminated revenue leakage, saved operational costs, reduced Tech expenses, and created a template for multiple LOBs * LEADER AND MOTIVATOR WHO UNLOCKS TEAM PERFORMANCE – Led and motivated three teams (10 direct reports) to success during an organizational restructuring, resulting in the attainment of business goals, increased team morale (as evidenced by internal survey scores), and team promotions, achieved through leveraging personal leadership style of investing in each team member, guiding in career development, and setting challenging but achievable goals. * DECISION INFLUENCER – Facilitated C-Suite stakeholder discussions and reduced decision uncertainty regarding the future of the billing reimagination program through the use of clearly defined, data-backed, researched alternative pathways which enabled efficient execution.

Director, Product Management | Data and Analytics Solutions

BNY Mellon · New York City Metropolitan Area

Jan 2020 – Jul 2022(2 yrs 7 mos)

* ACCELERATOR OF PRODUCT EFFORTS – Leveraged personal experience in Portfolio Management to re-focus effort on client needs, identify critical missing functionality, clear roadblocks in dataset onboarding processes, and significantly accelerate time to execution * ENTREPRENEURIAL LEADER WITH FAIL-FAST APPROACH – Pivoted new product development from predictive liquidity to Institutional ETF predictive analytics when early indicators pointed to limited bottom-line impact of the former.

Product Manager: AI/NLP Message Mining and Analytics, Market Transparency

Bloomberg LP · New York City Metropolitan Area

Sep 2015 – Jan 2020(4 yrs 5 mos)

* TRUSTED LEADER WHO DEFINES IMPACTFUL PRODUCT VISIONS – Led ~40 FTE matrixed team to successfully expand the functionality of message mining product by evangelizing the long-term vision and clarifying the path to success, and by leveraging deep domain knowledge of trading and software engineering, resulting in shorter development timelines and delivery of new novel automation products that unlocked trader efficiencies. * PRODUCT TURN-AROUND SPECIALIST – Brought in to provide leadership and direction to an underperforming product, growing the user base and improving data mining quality by introducing data-driven prioritization, building trusted relationships with Engineering and Sales teams, and earning respect from clients by delivering promised functionality on schedule. * CLIENT-OBSESSED INNOVATOR – Built an innovative intent-classification AI model by listening to the “voice of client” and combining technical and business-specific domain knowledge, delivering to clients the functionality that reduced missed trades.

Director, Product Manager - Fixed Income Analytics

ITG · New York City Metropolitan Area

2014 – 2015(1 yr)

* FIXED INCOME SUBJECT MATTER EXPERT – Brought in to expand the firm’s analytical capabilities in Fixed Income; successfully upskilled and upgraded the knowledge base and analytics capabilities of Quant and Engineering groups through bond math training and building strategic partnerships to accelerate business delivery. * BUSINESS DEVELOPER - Identified and negotiated terms for a strategic partnership to combine the relative strength of organizations and speed up product delivery, showcasing a proactive approach to business development.

Head of Non-Agency RMBS Evaluated Pricing

ICE · New York City Metropolitan Area

2011 – 2014(3 yrs)

* BUSINESS LEADER in Non-Agency RMBS Evaluation: - Team Leadership: Led a team of analysts responsible for producing daily accurate and reliable evaluated pricing across the entire non-Agency RMBS universe. Provided mentorship, guidance, and oversight to ensure accurate and consistent pricing assessments. - Client Engagement: Engaged with clients at due diligence meetings and conferences, serving as a key point of contact. Showcased market expertise and leadership by resolving escalated complex price challenges. - Process Improvement and Automation: Drove automation initiatives to enhance the accuracy of pricing processes. Identified deficiencies and introduced improvements in existing systems and workflows.

Director, Product Manager - Evaluated Structured Finance Bond Pricing

IHS Markit · New York City Metropolitan Area

2009 – 2011(2 yrs)

* ENTREPRENEURIAL LEADERSHIP: Established the Structured Finance Evaluated Pricing business, demonstrating entrepreneurial leadership. Developed the pricing methodology, designed the system prototype, and oversaw its successful implementation and deployment. Expanded pricing coverage from 150 bonds per month to ~80,000 securities priced daily. Drove efforts to expand pricing capabilities into other structured finance asset types, and provide comprehensive and timely pricing services, showcasing strategic vision and execution capabilities. * PEOPLE LEADER: Led the hiring and training of a team to deliver daily pricing services. Nurtured a high-performing team, ensuring that members were well-equipped to meet the demands of providing accurate and timely evaluations in the dynamic financial markets. * EDUCATOR and MENTOR: Distinguished as the "Markit Professor," conducted training classes for sales, analysts, and developers in bond math and structured finance markets, to enhance the knowledge base of the organization and improve the effectiveness of the sales force. Mentored junior coworkers to foster professional growth within the team.

Partner, Portfolio Manager - Structured Products

Aurelius Capital Management GmbH · Vienna, Austria

2006 – 2008(2 yrs)

Investment vehicles included: - Cetium – €120 mio first-loss fund. - Aurelius CDO 2007-1 – $300 mio CLO2. - Augustus Funding – €860 mio SIV restructuring vehicle. - Penwood CDO 2008-1 - $110 mio ABS CDO Firm Management Functions: - Determined the developments and direction of the firm via Partners Meetings. - Directed developers in building internal trading and analytics systems. - Responsible for the firm’s HR function. - Marketed the firm and funds to investors. - Reviewed and negotiated legal documentation with transaction counterparties. - Supervised Investor Reporting and verified Trustee Reports for investment vehicles. - Analyzed other Investment Management Firms with the purpose of acquisition. Investment Management Functions: - Designed, structured, marketed and negotiated the SIV tailored to the risk tolerance of a seed investor. - Advised investors on asset/capital exchange for restructuring of SIV Notes, and launched Augustus Funding, a term-funded private placement SPV. - As a member of the Investment Committee, determined Asset Allocation strategy and asset suitability for the company’s investment vehicles. - Managed cash investments in CDO and funds for yield enhancement.

Director, Portfolio Manager

Barclays Bank PLC · Greater New York City Area

1996 – 2006(10 yrs)

* TRADER and PORTFOLIO MANAGER responsible for the P/L: - Managed Surrey Funding Corp, a $6 bil Securities Arbitrage Conduit. Asset classes included RMBS, CDO/CLO, Consumer ABS, esoteric, etc. Managed ABCP issuance to maintain desired Asset/Liability and interest risk profile. - Traded interest rate derivatives on a prop basis ($600 mil book). - Managed liability side of $40+ bil Bank’s USD portfolio. Made market in Fed Funds and short-term time deposits, CD and CP. Provided USD liquidity to all areas of the Bank. - Funded Bank’s Treasury and Agency portfolios in the Repo market. - Prepared Investor reports, risk reports, and management reports.

Software Engineer

Goldman Sachs · New York, NY

1993 – 1996(3 yrs)

Designed, implemented, and maintained analytics and systems to support verification, monitoring and reporting of the firm's trading portfolios, covering all proprietary trading desks. Assisted controllers and traders with calculating P/L on trading activities involving a variety of product types. Coordinated development efforts of team members located in NY, London, and Tokyo.