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John Borgia
Chief Financial Officer and Treasurer
Professional Background
John Borgia is a highly accomplished financial executive whose career spans over two decades of extensive experience in capital markets, investment strategies, cash management, and broker-dealer operations. Throughout his tenure, John has demonstrated exceptional leadership and managerial skills, positioning himself as a respected mentor in the financial industry. He has held significant roles in various esteemed organizations, showcasing his versatility and profound understanding of complex financial instruments and risk management.
John's role as the Chief Financial Officer and Treasurer at the Roman Catholic Diocese of Brooklyn has showcased his ability to manage finances effectively and maintain transparency and accountability in the organization's financial reporting. His experience as the US Treasurer and Managing Director at Natixis Capital Markets NA allowed him to refine his expertise in liquidity risk management and capital risk management, crucial elements in today's fast-paced financial environment.
Prior to these positions, John was the Vice President of the Funding Desk at Morgan Stanley, where he was responsible for overseeing the institution’s funding strategies and short-term investment policies. His foundational experience as a Senior Auditor at Arthur Andersen provided him with the analytical skills necessary to evaluate financial statements and assess organizational compliance, superbly complementing his CFO role.
Education and Achievements
John Borgia's academic journey laid a solid foundation for his successful career in finance. He graduated Magna Cum Laude with a Bachelor of Science in Accounting from Saint John's University - Peter J. Tobin College of Business, where he honed his analytical skills and financial acumen. His commitment to academic excellence continued at the NYU Stern School of Business, where he earned his MBA with a concentration in Finance, positioning him as a forward-thinking individual ready to tackle the financial challenges of the future.
John also attended Xaverian High School in Brooklyn, NY, where he graduated with honors. This rigorous preparatory education further developed his academic prowess and laid the groundwork for his exceptional performance in higher education.
In addition to his impressive educational background, John has achieved numerous professional certifications that validate his expertise in finance and accounting. He is a Certified Public Accountant (CPA) and holds various licenses, including Series 7, 63, and 24, showcasing his commitment to adhering to the highest industry standards and maintaining his professional credentials.
Skills and Specialties
John Borgia possesses an expert understanding of various financial domains, making him a sought-after financial executive. His specialties include treasury management, funding and financing strategies, money markets, and fixed income investment management. He also has a profound interest and experience in pension planning and asset management, where he ensures that pension funds are managed effectively to meet the long-term needs of beneficiaries.
Additionally, John is recognized for his prowess in liquidity management and capital planning, integral components in securing financial stability and growth. His strong command over foreign exchange and risk management strategies further solidifies his reputation as a leader in the finance sector.
Notable Achievements
Throughout his career, John Borgia has successfully led initiatives that have significantly contributed to the financial health and growth of the organizations he has worked for. His strategic execution of ALCO (Asset-Liability Committee) strategies has ensured optimal management of assets and liabilities, contributing to overall financial robustness.
John's deep expertise in liquidity risk management and cost allocation has also been pivotal in navigating complex financial landscapes. His ability to forge strong relationships with banks and creditors has facilitated better funding terms and contributed to the successful issuance of structured and medium-term notes, commercial paper, and master notes.
John Borgia's career reflects a trajectory of accomplishment marked by strategic leadership, exceptional financial insight, and an unwavering commitment to fostering financial growth and robust risk management. As a seasoned professional in the finance sector, he continues to influence and mentor emerging talents while navigating the dynamic landscape of capital markets.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
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Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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