Experience

Nucoro (acquired by Backbase)

• United Kingdom
• Information Technology & Services
• 1 - 100 Employee

• COO and Co-Founder

  • Dec 2018 - Present

  London, England, United Kingdom • Responsible for managing all operational aspects of the business including customer support and excellence, operations and integrations, finance, compliance, legal and HR. • Management of third party relationships including operational partners and legal, finance and compliance advisors. • Implementation of firm-wide processes for purchasing, contracting, billing, employee on/off-boarding, etc. • Project lead on strategic projects, including FCA variation of permission applications… Show more • Responsible for managing all operational aspects of the business including customer support and excellence, operations and integrations, finance, compliance, legal and HR. • Management of third party relationships including operational partners and legal, finance and compliance advisors. • Implementation of firm-wide processes for purchasing, contracting, billing, employee on/off-boarding, etc. • Project lead on strategic projects, including FCA variation of permission applications, corporate entity restructuring, custodian bank integration, move of holding firm structure and other process improvement initiatives. • Responsible for organisational and cultural initiatives including implementation and management of OKR framework. • Designed and implemented early stage sales processes, sales operations and hired key roles across Marketing and Sales. • Managed rollouts and implementations of productivity and collaboration tools across the firm.

• Head of Partnerships and Co-Founder

  • May 2020 - Feb 2022

  London, England, United Kingdom • Created and led the complete Partnerships function. • Initiated and developed commercial and technological integrations with more than 20 product partners across custody, brokerage, payments, KYC/AML, market data, communication, analytics and other verticals. • Coordinated fitness checks of respective value propositions as well as scoping and review sessions of technology integrations as part of partner onboarding. • Engaged active and prospective partners through specifically… Show more • Created and led the complete Partnerships function. • Initiated and developed commercial and technological integrations with more than 20 product partners across custody, brokerage, payments, KYC/AML, market data, communication, analytics and other verticals. • Coordinated fitness checks of respective value propositions as well as scoping and review sessions of technology integrations as part of partner onboarding. • Engaged active and prospective partners through specifically drafted collateral packages and partner communication. • Developed and implemented a partner onboarding process and partner management system to track partner activities and agreements. • Led all stages of contract negotiations ranging from simple MoUs to referral schemes and complex prime contractor agreements. • Created and managed a partner marketplace to showcase product and integration capabilities and create strategic alliances. • Proactively updated product and sales teams on partner developments and maintained active communication with partner contacts. • Coordinated, led and participated in joint demand generation and thought leadership activities including webinars, white papers and blog posts. • Prospected and converted reseller and integration service partners in line with the overall go-to-market strategy across multiple European and Middle Eastern markets.



Exo Investing

• United Kingdom
• Financial Services

• COO

  • Dec 2017 - Present

  London, United Kingdom • Built Operations team from ground up including procedures, systems and policies of client support, asset management execution and regulatory oversight. • Coordinated authorisation process with FCA (discretionary management, advice, client money). • Led negotiations with suppliers of custody, brokerage, KYC and other third-party services. • Coordinated go-live and brand launch across Marketing, Support and Operations functions. • Represented company at events, conferences and… Show more • Built Operations team from ground up including procedures, systems and policies of client support, asset management execution and regulatory oversight. • Coordinated authorisation process with FCA (discretionary management, advice, client money). • Led negotiations with suppliers of custody, brokerage, KYC and other third-party services. • Coordinated go-live and brand launch across Marketing, Support and Operations functions. • Represented company at events, conferences and associations as speaker, panelist and lecturer.

• Head of Operations

  • Apr 2016 - Dec 2017

  London, Greater London, United Kingdom • Built a digital-first robo advisory proposition from the ground up. • Launched London office and coordinated UK company formation. • Hired all UK key roles across Marketing, Support, Operations, Compliance and Legal. • Led market research to define target audience and key aspects of value proposition. • Coordinated product testing and product management from prototype to MVP to launch.



BearingPoint

• Netherlands
• Business Consulting and Services
• 700 & Above Employee

• Consultant

  • Feb 2015 - Mar 2016

  Berlin Area, Germany • Consultant in Operational Excellence and Process Optimisation projects at bluechip clients. • Designed and implemented a change of production process in the automotive sector. • Mapped and optimised departmental overlaps and identified redundant capacities. • Implemented a Europe-wide electronic billing and invoicing system in the transportation sector. • Defined roles & permissions concept, planned UAT & rollout schedules and coordinated end user trainings.

• Executive Assistant

  • Feb 2014 - Jan 2015

  Munich Area, Germany • Assistant to the Managing Partner of the Finance & Regulatory Service Line. • Executed a complete overhaul of the Service Line's value proposition and offering. • Coordinated creation of internal and external documents to communicate offering. • Organised periodic and ad-hoc firm-wide partner workshops and events across Europe. • Led initiatives and trainings on knowledge management processes and collaboration tools.



Deutsche Gesellschaft für Internationale Zusammenarbeit (GIZ) GmbH

• Germany
• International Trade and Development
• 700 & Above Employee

• Consultant

  • Jun 2012 - Aug 2012

  Riyadh, Saudi Arabia



Permanent Representation of Germany to the EU

• Policy Analyst

  • May 2012 - May 2012

  Brussels Area, Belgium



AUDI AG

• Germany
• Motor Vehicle Manufacturing
• 700 & Above Employee

• Sales Analyst

  • Nov 2011 - Apr 2012

  Ingolstadt, Germany



AHK Greater China

• China
• International Trade and Development
• 1 - 100 Employee

• Assistant to the Executive Manager

  • Feb 2011 - Aug 2011

  Beijing City, China



BAT

• United Kingdom
• Tobacco Manufacturing
• 700 & Above Employee

• Financial Controller

  • Jul 2009 - Jan 2010

  Paris Area, France