The Treasury Career Corner How Tradeweb Enhanced Its Treasury Team with Tech - No Expansion Required
Can you radically modernize a treasury function without expanding your team?
Ashley Serrao of Tradeweb Markets reveals exactly how he leveraged technology to do just that – driving strategic impact and boosting returns while keeping his team lean.
In this episode, host Mike Richards is joined by Ashley Serrao, Managing Director, Head of Treasury, FP&A, and Investor Relations at Tradeweb Markets, a global leader in electronic fixed income trading.
Ashley sits on Tradeweb’s Executive Committee and oversees budgeting, capital management, ESG, and investor communications - while also chairing the firm’s ESG Steering Committee and co-chairing its Diversity, Equity & Inclusion Committee.
With a unique pivot from equity research into treasury, Ashley shares how he transformed Tradeweb’s treasury into a lean, tech-powered function that delivers strategic impact - without needing headcount expansion. From leading the 2019 IPO to optimizing treasury operations with data and technology, his story is packed with real-world lessons.
What We Cover in This Episode:
- Ashley’s career pivot from equity research at Credit Suisse to treasury leadership at Tradeweb
- How he led the implementation of a TMS with a two-person team
- Rewriting Tradeweb’s outdated Investment Policy Statement for a more modern approach
- Using technology and tools like money market funds and ICD to boost liquidity efficiency
- The strategic impact of thinking like a portfolio manager in treasury operations
- Building credibility with the CFO and earning a seat at the table
- Tradeweb’s tech-first mindset and how it’s transforming treasury workflows
- Balancing operational excellence with long-term strategic value
- Choosing treasury tech: what matters most in your decision-making process
- The future of treasury: analytics, democratization, and exploring AI
You can connect with Ashley Serrao on LinkedIn.
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