I am passionate about helping individuals succeed and improving the condition of the companies I work with.
I am able to help individuals in financial services with:
- Completely tailored plans to help you succeed
- Learning about the financial services industry
- Job applications and recruitment strategy
- Salary negotiations
- Career development and individual mentoring
- Individual action plans independent of the employer
- Sales and relationship management training
- Industry knowledge and awareness across asset servicing, asset management and investment banking
- Potential access to huge network
I am able to help businesses in financial services whose primary focus is B2B with:
- Business strategy - design, formulation and execution
- Product development
- Sales and relationship management frameworks
- Training programmes for you and your team
- Access to deep expertise of the asset servicing, asset management and investment banking segments of financial services
My experience:
People management - managed large teams of direct reports and over 100 individual mentees in mentoring programmes resulting in several promotions and career progressions
Sales - track record of growing revenues several times over at small and large businesses, including successfully winning long complex $10m+ transactions across multiple services
Trading and portfolio management - I have traded virtually every asset class (Equities, ETFs, Bonds, FX, Derivatives) and executed some of the largest and most complex multi-asset trades in the industry for US, Middle Eastern, and European institutional clients.
Investment operations: I have built the investment operations of a large European asset manager from a blank sheet of paper to a fully integrated straight-through-processing setup across all major asset classes, going from $0 assets under management to $30bn in 3 years.
Asset management distribution: I have helped a wide variety of global asset managers with the design of their sales and distribution strategy, including fund structuring, fund setup, domicile choice, and service provider selection
Fintechs & DLT: I have taken a DLT solution in private equity to market, worked on a global fintech partnership strategy involving the review of over 100 fintech organisations, and am now working on scaling a fintech focused on ESG and fund distribution
