Teams at Equity Trust Company

Leads treasury, securities lending, margin lending, collateral, funding, clearing, liquidity, and counterparty-risk activities for a self-clearing broker-dealer. Oversees regulatory reporting, reconciliations, controls, stress testing, settlement, banking relationships, and securities-finance operations. Supervises staff, manages cross-functional implementations, maintains compliance with SEC and FINRA requirements, and drives automation of reporting and treasury controls.