Technical Specialist

• Nov 2021 - Present

Corporate Actions Advisor

• Sep 2018 - Jan 2021

Specializing in IPOs and Capital Raisings Specializing in IPOs and Capital Raisings

Sales Trader

• Jun 2018 - Sep 2018

Working with UHNWIs, Family Offices, Crypto Funds, Institutions and ICO teams to liquidate crypto into fiat over-the-counter. Helping large buyers and sellers avoid the pitfalls of exchanges - slippage, exchange fees, daunting AML/KYC and account lockups. Working with UHNWIs, Family Offices, Crypto Funds, Institutions and ICO teams to liquidate crypto into fiat over-the-counter. Helping large buyers and sellers avoid the pitfalls of exchanges - slippage, exchange fees, daunting AML/KYC and account lockups.

OTC Dealer

• Oct 2017 - Sep 2018

Working as a vendor on Cryptomate.co.uk, my responsibilities included: - Managing a book - Processing orders - Purchasing cryptocurrency - Managing risk - Handling customer inquiries - Dealing with banks regarding cryptocurrency - Accounting and Tax Working as a vendor on Cryptomate.co.uk, my responsibilities included: - Managing a book - Processing orders - Purchasing cryptocurrency - Managing risk - Handling customer inquiries - Dealing with banks regarding cryptocurrency - Accounting and Tax

Scrip/Settlements Advisor - Middle Office - Equities

• Apr 2017 - Sep 2017

Six month contract with Pershing Securities, a BNY Mellon company focused on clearing, custody and settlement. Based within the scrip/settlements team that is responsible for all equities settlements, on-market and off-market transfers and conversions. Monitoring outstanding trades and co-ordinating with broker clients as well as external brokers in order to source equities for timely settlement. Working as one of the main members of the account services/client on-boarding team, setting up long/short equities & options accounts, modifying account details, setting brokerage schedules, facilitating dividend payouts and banking enquiries. Completed Bank of New York AML/KYC compliance modules. Show less

Accounts Executive / Business Development Manager

• Nov 2016 - Mar 2017

Client account management for a leading stockbroking firm. Liaising with major financial institutions, self-managed superfund advisors, accountants and margin loan providers to fulfill client requirements. Managing existing clients and on-boarding new clients. Maintaining client relationships and assisting with all enquiries in relation to progression and completion of trading accounts. Supporting senior investment advisors; setting up accounts quickly and efficiently, maintaining a high level of client satisfaction and ensuring all administrative processes are compliant. Providing daily, weekly and monthly statements, financial year statements, assisting with share trade documentation and dividend payments. Show less