Thad Malit


Professional Experience

Experienced Risk & Regulatory Executive

[email protected]

Personal Profile


With uncommon Big 4 Professional Service Management experience, Thad brings insight and inspiration to help create Vine Advisors advisory and consulting culture.  Knowledge honed-in the C-Suites of executives in virtually every industry provides actionable insight that translates into a decided competitive advantage for every client.  It’s how Thad helps them solve their urgent issues and overcome major challenges efficiently.

Experience features investment banking at Goldman Sachs, financial services at Sanwa Bank, and broad professional services across all industries at both Deloitte & Touche and Pricewaterhouse Coopers. He earns the role of trusted advisor by providing the highest quality deliverables and tactical placement of resources in shorter time and at lower cost, central to the independent, restriction-free Vine Advisors consulting model.

Specialized expertise includes fixed income, interest rate, currency and commodity, risk exposure and management of ERP, Treasury Fraud, Trade Surveillance and Regulatory Compliance.  Mastering the most complex CTRM, ERP and TMS process, his commitment is delivery of practical, sustainable solutions to meet operational challenges with streamlined processes that go farther and exceed expectations in every engagement for every client.


Significant Experience

Boutique Consulting Business
Managing Principal
• Provide executive and financial risk management advisory services
• Provide outsourced chief risk officer advisory, board and management services

Global Professional Services Business
Director
• Led CTRM advisory services
• Financial Risk Management Consulting
• Trade Surveillance Consulting

Global Bank
Vice President
• Fixed Income Proprietary Trader
• Foreign Currency Trader
• Managed $1BN portfolio

Global Bank
Fixed Income Analyst
• Structured Interest Rate Derivatives
• Structured Mortgage Backed Securities

Areas of Practice

  • Commodity Trading and Risk Management

  • Enterprise Risk Management

  • Treasury Risk Management

  • Trade Surveillance

  • Supply Optimization

  • Mergers and Acquisitions

  • Due Diligence

  • Energy and Commodity Market Analysis

  • IT Implementation and Strategy

  • Corporate Governance

  • Organizational Design

  • Business Processes and Internal Controls

  • SOX Compliance

  • Forensic Diligence


Education/Qualifications

  • BA Economics / BS Political Science – University of California Los Angeles
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