Patrick Chan
Head of Product Management North America at Smarttrade Technologies
Based in Toronto, Canada
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Seniority
Director
Department
Other
Location
Toronto
Industry
Software Development
Company size
263
Contact information
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p•••••••@smart-trade.net
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Background
About Patrick Chan
I am an experienced IT professional in Software Development, System Integration and IT consulting with expertise in Business Architecture, Business Process Analysis and Modelling, Business Requirements Management, System Integration, Conversions and Migration. I have a bachelor degree in Industrial Engineering, and 20 year experience in the banking industry and 5 years in the federal public service. My recent activity was leading the activity to collect and define the requirements of a turnkey institutional forex trading platform. This cover defining 1) the client trader requirements and interfaces for Spot, Forward, SWAP, and Time Options; 2) bank trader operational controls to manage manual intervention, core rate spread, sales spread, core rate monitor to apply trader spreads in real time, and 3) bank administration interfaces to manage the staff entitlements, client entitlements, client setup, core pricing models, sales pricing tier, and instrument sales spread. Prior I worked in a multi-year system conversion project for a Canadian bank to migrate/consolidate bank customers and processes from one system to another due to bank acquisition and modernization. I led a team to analyze, migrate and reconcile the conversion for the ACH and ARP applications from a legacy platform to a newly developed platform successfully. In addition, I supported the conversion of legacy customers of one bank to another bank working with clients to ensure that their files could be received and processed by the bank. Before this I was a Senior Consultant for an international bank and has led analysis to identify and/or evaluate end-to-end technical solutions to achieve: the application and service level requirements for multiple applications in Asia Pacific; EAI service orchestration for Trade and Supply Chain Applications; and end-to-end solution design for Trade and Supply Chain Applications.
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