Kelvin To

Kelvin To Work

Founder and President

@ Data Boiler Technologies, LLC

Vice President, Business Process - Strategy and Business Development

@ Broadridge

Head of Customer Fulfillment (Strategy and Quality and PMO and Ops Risk and Product and CX)

@ Citi

Kelvin To Education

2001 - 2003 MSc in Banking

City University of Hong Kong
1996 - 1998 MMgt in Management - Marketing

Macquarie Business School
1989 - 1992 BSc in Accountancy Major, Finance Minor

Bentley University

Kelvin To Skills

Artificial Intelligence (AI)CybersecurityBusiness ControlCredit Risk ManagementProblem ManagementPolicies & ProceduresBalance SheetsFixed-Income InvestingRegulatory RequirementsFinancial ServicesData ManagementData PrivacyData ScienceAnalyticsLow LatencyAlgorithmic TradingStrategic PlanningSkill DevelopmentStrategic ThinkingSubject Matter ExpertsIssue ManagementSocial InfluenceReportingPresentationsOrganization SkillsOperational ExcellenceNegotiationKey Performance IndicatorsInterpersonal SkillsBusiness PlanningBusiness Case PreparationAttention to DetailAdjustmentsIT Risk ManagementQuantitative FinanceBusiness Process Outsourcing (BPO)Business Process ImprovementP&L ManagementOperationsBusiness Continuity PlanningOperational Risk ManagementCorporate DevelopmentMergers & Acquisitions (M&A)Digital TransformationDigital StrategyBusiness InnovationInnovation ConsultingInvestment ProductsInvestment StrategiesInvestmentsInvestment ManagementInternal AuditsTechnology ArchitectureInformation ArchitectureFinanceEnterprise Risk ManagementRisk Control Self Assessment (RCSA)Data AnalyticsAnalytical SkillsCreative Problem SolvingLong-term VisionMarket AnalysisCompetitive IntelligenceExecutive LeadershipRegulatory AffairsU.S. Securities and Exchange Commission (SEC)Relationship BuildingProduct StrategyProduct DevelopmentStrategyRisk ManagementBankingInvestment BankingCapital MarketsSecuritiesDerivativesTradingHedge FundsProduct ManagementBusiness DevelopmentProject ManagementRegulatory ComplianceMarket RiskMachine LearningInformation SecurityLeadershipProblem SolvingCommunicationTeamworkFINRAM&A ResearchInvestment ModelingTreasury ManagementComplianceSix SigmaCMMIPMBOKITILSAS70Sarbanes-OxleyInvestment AdvisoryEquitiesPortfolio ManagementRelationship ManagementStrategic Financial PlanningWealth ManagementPrivate EquityValuationFinancial AnalysisBusiness AnalysisRetirementFinancial ModelingMergersMutual FundsSeries 7Business StrategyAsset ManagmentSarbanes OxleyCustomer ServiceResearchStress TestingResearch and Development R&dCustomer ExperienceSEC RegulationsMarket StructureEnterprise ArchitectureBlockchainFixed IncomeDodd FrankProject Management Office PmoSurveillanceCredit RiskFinancial MarketsInformation TechnologyBusiness TransformationChangeStatisticsAuditOperational RiskRetirement PlanningCorporate FinanceMergers and AcquisitionsSystem ImplementationsInsuranceDecision MakingInternal ControlsBusiness ProcessBasel IIIFinancial RegulationManagementConsultingBig DataInnovation ManagementGlobal OperationsInternet of ThingsAnalysisResearch and Development

Kelvin To Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Kelvin To currently works at Data Boiler Technologies, LLC as Kelvin To - Founder and President at Data Boiler Technologies, LLC.

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