Experience

World Gold Council

• United Kingdom
• Mining
• 1 - 100 Employee

• Market Strategist and Principal Chief Executive Officer funds

  • Jan 2023 - Present

• Global Head of Sales and Regional CEO, USA

  • Aug 2016 - Jan 2023

  United States



LBMA

• United Kingdom
• Banking
• 1 - 100 Employee

• Finance Committee

  • Mar 2023 - Present

  Appointed to the Finance Committee of the LBMA in 2023.



New York Athletic Club

• United States
• Hospitality
• 100 - 200 Employee

• Board Member

  • 2019 - Present

  New York, United States AC Rugby Foundation Board - Member



BlackRock

• United States
• Financial Services
• 700 & Above Employee

• Managing Director, Head of iShares Capital Markets for the Americas

  • Dec 2011 - Dec 2015

  Greater New York City Area Head of iShares Capital Markets for the Americas - Responsible for the teams in the US, Canada and Latin America (35 people) managing the relationships with broker- dealers, market makers, exchanges, index providers, clients and custodians. - Member of the iShares US Executive Committee and the Canadian/Latin American leadership teams. - Manage the iShares plans for the top 15 investment banks and their efforts to support, trade, create/redeem and distribute iShares. In… Show more Head of iShares Capital Markets for the Americas - Responsible for the teams in the US, Canada and Latin America (35 people) managing the relationships with broker- dealers, market makers, exchanges, index providers, clients and custodians. - Member of the iShares US Executive Committee and the Canadian/Latin American leadership teams. - Manage the iShares plans for the top 15 investment banks and their efforts to support, trade, create/redeem and distribute iShares. In addition, introduced a global systematic scorecard process for these top investment banks, which has been incorporated into the broader BlackRock Trading and Liquidity Services review cycles. - Responsible for more than 50 relationships street side and multiple client relationships. Introduced the systematic review of market makers, exchanges and independent brokerage firms. - Developed and implemented technological and business process enhancements for the iShares business globally. Specific technological tools focused on trading analytics, portfolio analysis, market quality, fixed income/international equity fair value calculation and product comparison which resulted in changes in behavior of both clients and sales teams, driving material flow of net new assets. - Senior member of the iShares Talent and Leadership Committee, host and organizer of the 2014 Global iShares Leadership Offsite and senior level roles in various iShares/BlackRock initiatives targeted at innovation. - Drove the crisis review and management assessment for the iShares business. - Press/market spokesperson for iShares. Show less



BlackRock

• United States
• Financial Services
• 700 & Above Employee

• Managing Director, Head of iShares Capital Markets and Product Development

  • 2009 - 2011

  Hong Kong Joined Barclays Global Investors (BGI) iShares in 2009, acquired in December 2009. As Head of Capital Markets and Product Development: - Maintained full responsibility of the capital markets and product development teams, consisting of 15 people. Expanded the platforms in the region allowing the first roll out of the first iShares Fixed Income based ETFs in the Asia Pacific region. - Introduced domestic managed ETFs for iShares to the Australian market, including both… Show more Joined Barclays Global Investors (BGI) iShares in 2009, acquired in December 2009. As Head of Capital Markets and Product Development: - Maintained full responsibility of the capital markets and product development teams, consisting of 15 people. Expanded the platforms in the region allowing the first roll out of the first iShares Fixed Income based ETFs in the Asia Pacific region. - Introduced domestic managed ETFs for iShares to the Australian market, including both equity and fixed income products. - Regular contact and interaction with regulators and regional exchanges, including the Hong Kong SFC, CSRC, SAFE, ASIC in Australia and the SFB in Taiwan. - Negotiated local index agreements, rolled out launch plans and implemented local custodian/operating models for domestic management of new products to the region. - Member of the Asia Pacific iShares ExCo, promotion committee and BlackRock MD leadership committee. - Additional responsibilities include product enhancement to the existing iShares in the region, which involved the assessment of physical and derivative backed ETF products, cross-listed ETFs and local registrations. As Head of Capital Markets: - Responsible for the management, development and support of the iShares capital markets relationships for Asia, Japan and Australia. - Achievements included successful implementation of the local review, scorecard and management framework to diversify and broaden the overall coverage of the regional iShares business. - Successfully introduced 10 new brokerage relationships and increased the overall level of adoption of iShares products amongst local institutions. - Organized the team in a highly efficient way to maximize time and skill sets to allow iShares the most effective market quality and overall coverage, increasing sales and distribution efforts. - Pioneered the “joint” broker- ETF events in Asia Pacific, where both institutions shared the presentation responsibilities. Show less



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Managing Director, Head of Equity Finance APAC

  • 2003 - 2009

  Hong Kong - Responsible for a 25-person global team focused on “access products” long and short, securities lending and prime brokerage finances requirements. - The book of business peaked as high at US$25 billion in total aggregate assets. Firm revenue from the business totaled US$310mm, of which 46% was from financing charges, 42% was from commission/transaction charges and the remaining 12% was from “edge revenue” or imbedded interest/currency and inventory value. - Successes included… Show more - Responsible for a 25-person global team focused on “access products” long and short, securities lending and prime brokerage finances requirements. - The book of business peaked as high at US$25 billion in total aggregate assets. Firm revenue from the business totaled US$310mm, of which 46% was from financing charges, 42% was from commission/transaction charges and the remaining 12% was from “edge revenue” or imbedded interest/currency and inventory value. - Successes included significant growth with Statistical Arbitrage accounts trading high volume equity strategies; which diversified exposure amongst a quality hedge fund client base and managed a limited “unsecured” funding allocation for the region. - Senior member on the regional board of Prime Services for UBS, the regional member of the UBS global funding committee and member of the regional risk committee (a group reporting into the global head of trading). Show less



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Director

  • 1994 - 2003

  Greater New York City Area, Japan, Hong Kong



Bank of America

• United States
• Banking
• 700 & Above Employee

• Analyst

  • 1990 - 1994

  Greater New York City Area