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Project Manager
Financial Services Financial Services
Business and Process Optimisation Business and Process Optimisation Data Transformation and Warehousing Data Transformation and Warehousing Digital Transformation Digital Transformation
Financial Crime and Compliance Financial Crime and Compliance Regulatory Change Regulatory Change System Implementation System Implementation
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About me

I have built a career in Banking and Finance over twenty-five years having had the privilege to work in some of the biggest names. Starting off in retail banking dealing in cash before moving into fund management. My passion to learn and build a varied skillset happened when I moved into the investment side of post trade operations gaining a vast array of experience in settlements within capital markets. Picking up within fixed income settlements before moving into the equities and derivatives space for large corporate investment houses. Moving through different areas within operations learning the aspects of pre-matching, middle office, and contracts to then hone this knowledge and experience moving into Prime Brokerage whereby I utilized this skillset before taking up responsibilities looking after large corporate and tier 1 investment organisations managing their requirements across multi-strategy portfolios. This led me to learning a vast new set of skills in trading and margining accounts for high frequency trading firms, proprietary trading and market making companies to elevate revenues and build strong relationships with my clients and work colleagues. I moved back into operations eight years ago after a fifteen-year career within Prime Brokerage to take up responsibilities managing large teams within the corporate world, taking my career in another direction within transformation delivery, change management, and project management.

Customer Support Project Management Change Management
Customer SupportData AnalysisData MigrationLeadershipProject ManagementRisk Management
Apr, 2022
Mar, 2023
implementation transformation project manager
Financial ServicesFinancial Services
Financial Services
As a Implementation Transformation Project Manager, I was responsible for designing, building and implementing stock cash and transactional reconciliations on the Duco Cube digital platform. I reduced risk and saved over 4 hours of time daily, re-engineered operational process for reconciliation builds, project managed the business requirements creating documentation for the build processes, parallel ran the completed builds, trained existing operational teams on the Duco platform and wrote procedures and step-by-step guides. All of this saved the company around £200k in costs and £25k in training costs.
Key responsibilities Key responsibilities
  • Design & build reconciliations
  • Reduce risk & save time
  • Re-engineer processes
  • Project manage requirements
Key achievements Key achievements
  • 60 reconciliations built
  • 4h daily saved
  • £200k costs saved
  • £25k training saved
Jan, 2017
Dec, 2021
senior manager market operations/shared services
Financial ServicesFinancial Services
As a Senior Manager of Market Operations/Shared Services, I am responsible for the delivery and transformation of 90 systems/applications. I am the key operational contact for all Transformation Projects for the bank. I report directly to the head of function and am responsible for change delivery, continuous improvement, payment infrastructure, and the implementation of annual Swift Standards. I have successfully completed all transactional data migration from legacy reconciliation platforms to the Duco platform.
Key responsibilities Key responsibilities
  • Managed change delivery
  • Lead on payment infrastructure
  • Represented operations governance
  • Implemented annual Swift Standards
Key achievements Key achievements
  • Successfully completed data migration
  • Delivered Swift Standards requirements
  • Test upgraded platforms
  • Key operational contact for projects
Jan, 2021
Dec, 2021
senior operations manager/prime broker relationship manager
Financial ServicesFinancial Services
Financial Services
As a Senior Operations Manager/Prime Broker Relationship Manager, I was responsible for day-to-day management of Client Services, Controls and Settlements teams for Prime Brokerage. I designed an extensive training plan for the new team driving operational excellence in new product trading and settlement in FX, Swaps and Implied lending. I initiated new relationship with Prime Broker for reporting and reconciliations delivering daily auditing, saving £1m p.a. and extended revenues by 20% through cost-cutting procedures providing required governance and regulations.
Key responsibilities Key responsibilities
  • Manage Client Services
  • Manage Controls & Settlements
  • Drive operational improvements
  • Design training plan
Key achievements Key achievements
  • Extended revenues by 20%
  • Increased revenues by £10m
  • Daily auditing saved £1m
  • Delivered new relationship
Jan, 2015
Dec, 2017
prime broker senior relationship manager
Financial ServicesFinancial Services
Financial Services
As a Prime Broker Senior Relationship Manager my job involves managing Stock Borrow and Loan (SBL) and PB Risk, constructing procedures, delivering projects, establishing client reporting, creating new revenue streams, increasing revenues, creating new futures business, and implementing regulatory changes.
Key responsibilities Key responsibilities
  • Manage SBL & PB Risk
  • Construct procedures
  • Deliver projects
  • Establish client reporting
Key achievements Key achievements
  • Created new revenue streams
  • Increased revenues
  • Created new futures business
  • Implemented regulatory changes
Jan, 2007
Dec, 2015
vp prime broker relationship manager
Financial ServicesFinancial Services
Financial Services
I was Vice President Prime Broker Relationship Manager for 9 years. I was responsible for managing a multi-product portfolio, delivering cost reduction projects, retaining clients, and integrating MTF platforms. My achievements include a net cost savings of $50m, delivering the ICE exchange, increasing revenues by 20%, and creating a $19m revenue for a new proprietary trading client.
Key responsibilities Key responsibilities
  • Managed multi product portfolio
  • Delivered cost reduction project
  • Retained client
  • Integrated MTF platforms
Key achievements Key achievements
  • Net cost savings of $50m
  • Delivered ICE exchange
  • Increased revenues by 20%
  • Created $19m revenue
Jan, 2004
Dec, 2007
associate director prime broker relationship manager
Financial ServicesFinancial Services
Financial Services
As an Associate Director Prime Broker Relationship Manager with 4 years of experience, I have managed monthly fees/charges for all hedge fund clients, reconciled reporting for clients and administrators, delivered the SWIFT reporting and cash management process, and coached overseas colleagues on Prime Brokerage services. I have also achieved success in correcting stock and cash errors, providing online demonstrations and training, saving on operational costs, and contributing to annual revenue.
Key responsibilities Key responsibilities
  • Managing monthly fees/charges
  • Reconciling reporting
  • Delivering SWIFT process
  • Coaching overseas colleagues
Key achievements Key achievements
  • Correcting stock and cash errors
  • Providing online demonstrations
  • Saving on operational costs
  • Contributing to annual revenue