Paul Caverly Email & Phone Number | Goal-driven operations leader, team builder, and project specialist with more than 25 years of operations experience in the financial industry. Throughout my career, I have designed and implemented operational infrastructures that enabled multiple financial firms to grow quickly and profitably. I have also planned and directed large-scale projects including system implementations, conversions, and migrations. In my current role, I serve as a member of the Wolfe Research’s senior leadership team. I partner with senior executives to develop long-term strategic plans, propose projects, identify and resolve obstacles, create process improvement initiatives, and pursue cost reduction opportunities. Highlight of my career include: ☑ Developing a strategic plan to help Wolfe Research build an operational foundation to launch a trading desk. I collaborated with the firm’s C-suite to formulate a comprehensive vision and roadmap for the desk. ☑ Designing standard operating procedures covering all areas of trading desk support such as client onboarding, trade processing, trade settlement, client services, commission reporting, compliance, and risk management. ☑ Creating scalable systems and processes to facilitate Wolfe’s unprecedented average annual growth rate. I implemented continuous process improvement initiatives to maintain the firm’s revenue stream and secure a competitive advantage in the marketplace. ☑ Leading the conversion of the firm’s Order Management System from Bloomberg’s SSEOMS to Flex Trade OMS. I achieved a seamless conversion with no data loss or business interruption. ☑ Improving operational efficiency for MacQuarie Capital USA by restructuring work processes. I increased productivity by 12%, which enabled a key department to reduce their headcount by 40% while maintaining service quality. ☑ Collaborating with senior leaders to plan the transition from Pershing to Penson, which reduced clearing costs by 40%. ☑ Enabling MacQuarie Capital to capitalize on a new revenue stream by managing the first syndicate transition for the firm in the U.S. ☑ Developing efficient operational processes for options trading for Fox-Pitt, Kelton, which enabled the firm to expand trading capabilities and create an additional revenue stream.

Paul Caverly

Goal-driven operations leader, team builder, and project specialist with more than 25 years of opera...
37 Carol Court, Glen Rock, United States

*50 free lookup(s) per month.

No credit card required.

Paul Caverly’s Email pcaverly@wolferesearch.com

Paul Caverly’s Phone Numbers

Get PAUL’s Phone Number (For Free)

Social Media

Paul Caverly’s Location 37 Carol Court, Glen Rock, United States

Paul Caverly’s Current Industry Wolfe Research

Not the Paul Caverly you were looking for?

Find accurate emails & phone numbers for over 700M professionals.

Work Experience

Wolfe Research

Director / Senior Project Manager

2021-01-01 00:00:00 - Present

Macquarie Capital

Vice President – US Middle Office

2009-12-01 00:00:00 - 2012-08-01 00:00:00

Fox Pitt Kelton

Vice President, Head of U.S. Operations

2008-04-01 00:00:00 - 2009-12-01 00:00:00

Swiss Re

Operations

2005-01-01 00:00:00 - 2006-01-01 00:00:00

State Street Bank Deutsche Bank

Investment Manager Service Representative

2003-08-01 00:00:00 - 2005-07-01 00:00:00

State Street Bank

Investment Manager Services (WIMCS)

2003-01-01 00:00:00 - 2005-01-01 00:00:00

Deutsche Bank

Global Income

2000-01-01 00:00:00 - 2004-01-01 00:00:00

Credit Suisse First Boston

Operations

1997-01-01 00:00:00 - 2000-01-01 00:00:00

National Financial Services

Depository Trust Company Receive & Deliver Clerk

1996-01-01 00:00:00 - 1997-01-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Paul Caverly

Paul Caverly is located at
37 Carol Court, Glen Rock, United States

Paul Caverly is a Goal-driven operations leader, team builder, and project specialist with more than 25 years of operations experience in the financial industry. Throughout my career, I have designed and implemented operational infrastructures that enabled multiple financial firms to grow quickly and profitably. I have also planned and directed large-scale projects including system implementations, conversions, and migrations. In my current role, I serve as a member of the Wolfe Research’s senior leadership team. I partner with senior executives to develop long-term strategic plans, propose projects, identify and resolve obstacles, create process improvement initiatives, and pursue cost reduction opportunities. Highlight of my career include: ☑ Developing a strategic plan to help Wolfe Research build an operational foundation to launch a trading desk. I collaborated with the firm’s C-suite to formulate a comprehensive vision and roadmap for the desk. ☑ Designing standard operating procedures covering all areas of trading desk support such as client onboarding, trade processing, trade settlement, client services, commission reporting, compliance, and risk management. ☑ Creating scalable systems and processes to facilitate Wolfe’s unprecedented average annual growth rate. I implemented continuous process improvement initiatives to maintain the firm’s revenue stream and secure a competitive advantage in the marketplace. ☑ Leading the conversion of the firm’s Order Management System from Bloomberg’s SSEOMS to Flex Trade OMS. I achieved a seamless conversion with no data loss or business interruption. ☑ Improving operational efficiency for MacQuarie Capital USA by restructuring work processes. I increased productivity by 12%, which enabled a key department to reduce their headcount by 40% while maintaining service quality. ☑ Collaborating with senior leaders to plan the transition from Pershing to Penson, which reduced clearing costs by 40%. ☑ Enabling MacQuarie Capital to capitalize on a new revenue stream by managing the first syndicate transition for the firm in the U.S. ☑ Developing efficient operational processes for options trading for Fox-Pitt, Kelton, which enabled the firm to expand trading capabilities and create an additional revenue stream.

Paul Caverly currently works in the Wolfe Research |

No Languages Available

Paul Caverly has prior
experience in the following industries:
Macquarie Capital | Fox Pitt Kelton | Swiss Re | State Street Bank Deutsche Bank | State Street Bank | Deutsche Bank | Credit Suisse First Boston | National Financial Services

Paul Caverly has the following professional experience:
Wolfe Research | Macquarie Capital | Fox Pitt Kelton | Swiss Re | State Street Bank Deutsche Bank | State Street Bank | Deutsche Bank | Credit Suisse First Boston | National Financial Services