Robert Lorz

Background

About Robert Lorz

U.S. Nank N.A- Technology delivery SME within the Global Capital Markets (GCM) business line aligned to Derivatives, FX, and Commodities trading for Front, Middle, and Back Office technology solutions. Expertise knowledge for OTC Clearing with LCH Ltd and CME Group, including compliance, and regulatory Swap Data Reporting (SDR) with DTCC GTR and Commodities LTR via CFTC. Procurement specialist managing contracts, negotiating commercial terms, and vendor management relationships across GCM, upwards of ~$8M. Technical owner for Third Party solutions, Nasdaq - Calypso v17, MarkitServ-MarkitWire, CloudMargin, CME Direct, WebICE, DTCC Report Hub, and Tradeweb. Proactively launched a strategic assessment to onboard the Orchestrade Commodities Trade Risk Management (CTRM) trading platform to trade precious metals late 2025-2026 and increase revenue for U.S. Bank, plus slowly pivot away from the Calypso-Nasdaq trading platform, due to the lack of enhancements for Commodities, and secure a much lower TCO. Technical platform owner leading the Calypso v17 transition from on-prem to AWS managed by the Bank with the goal to achieve a TCO savings less than ~$800k, which includes technical oversight, governance, and integration across ~ 20 external and internal interfaces. The transition impacts the Derivatives, Commodities, and FX trading desks, including Corporate Treasury and Operations. KX Insights Engagement (Freelance Pro Bona)- Collaborated with an INDYCAR team back in late 2022 for ~ 8 months, working directly with the race engineer to implement KX Insights, a real-time streaming data analytics platform, including advanced modeling and predictive real-time decision analysis. Engagement ended November 2022. Newedge Group (Societe Generale)- Technology project manager for the OTC Interest Rate Derivatives Clearing with the CME Group, LCH Ltd, and Client Clearing. Launched Murex X.3 trading platform. Bank of America Merrill Lynch (Sr. Technology Manager)- Global Fund Services, including Fund Accounting, Investor Servicing, Custody, and Cash Management. Technology Platforms -Advent Geneva and Partner; Global Security Master (Broadridge), Netik Interview (Fundview Express), ManTra, and CameronFIX (Orc software). Northern Trust - Institutional Custody Management, Trust, and Corporate Actions. Technology Platform - GoldenSource.NET Framework, and C#, and Java. Chicago Stock Exchange (Midwest Securities Trust Co.)- Trading, Clearing, and Trust. Technical lead responsible for the critical Trust\Settlement interfaces with the NSCC and DTCC.