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• Rewriting Tradeweb’s outdated Investment Policy Statement for a more modern approach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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