Experience

Essentia Analytics

• United Kingdom
• IT Services and IT Consulting
• 1 - 100 Employee

• Director, Business Development EMEA

  • Mar 2019 - Present

  Essentia Analytics is a leading provider of behavioural data analytics and consulting for professional investors. Led by a team comprised of experts in investment management, technology and behavioural science, Essentia combines next-generation data analytics technology with human coaching to help active fund managers measurably improve investment decision-making. Founded in 2013, the firm has repeatedly been recognised as a leading FinTech provider by financial technology and investment industry publications and associations. Essentia is headquartered in London and has an office in New York City. Show less



The Investment Data Utility

• United Kingdom
• Financial Services

• Founder

  • Sep 2015 - Jan 2020

  The Investment Data Utility is an innovative data quality benchmarking service, designed for asset managers, investment banks, etc. The Investment Data Utility is an innovative data quality benchmarking service, designed for asset managers, investment banks, etc.



Cowen Inc.

• United States
• Financial Services
• 700 & Above Employee

• Managing Director - Westminster RPA

  • Jan 2017 - Dec 2018

  I designed, created, launched and managed Westminster RPA, a MiFID II research commission management business. Recognising the market opportunity, I researched the market, architected an innovative service within a tight regulatory framework, developed a business plan, secured internal funding at Cowen, managed the product development and launched Westminster RPA. I personally signed 35 investment managers to the service in a short time frame. I designed, created, launched and managed Westminster RPA, a MiFID II research commission management business. Recognising the market opportunity, I researched the market, architected an innovative service within a tight regulatory framework, developed a business plan, secured internal funding at Cowen, managed the product development and launched Westminster RPA. I personally signed 35 investment managers to the service in a short time frame.



Linedata

• France
• Software Development
• 700 & Above Employee

• Director of Business Development & Client Strategy

  • Aug 2013 - Aug 2015

  Head of Sales and Account Management for Linedata's front and middle office business in Europe. Managed, recruited and developed sales team in London and Luxembourg Implemented new sales and account management processes Developed go-to-market strategy for European sales Delivered significant new business in 2014/2015 Head of Sales and Account Management for Linedata's front and middle office business in Europe. Managed, recruited and developed sales team in London and Luxembourg Implemented new sales and account management processes Developed go-to-market strategy for European sales Delivered significant new business in 2014/2015



Fidessa

• United Kingdom
• Software Development
• 400 - 500 Employee

• Director, Buy-side Market Strategy

  • Dec 2008 - Jul 2013

  Responsible for market strategy for Fidessa's buy-side product lines. New business sales and account management for buy-side customers. Primary buy-side representative for external media, analysts and consultant relationships. Responsible for market strategy for Fidessa's buy-side product lines. New business sales and account management for buy-side customers. Primary buy-side representative for external media, analysts and consultant relationships.



Asset Control

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Buy-side Sales Manager

  • Nov 2007 - Nov 2008

  Sales and commercial development of TAPMaster - an innovative financial data management platform Sales and commercial development of TAPMaster - an innovative financial data management platform



Cadis Software

• United Kingdom
• Software Development
• 1 - 100 Employee

• Head of Sales and Marketing, EMEA

  • Apr 2006 - Jun 2007

  Head of Sales and Marketing for innovative Enterprise Data Management company servicing the Investment Management industry. Head of Sales and Marketing for innovative Enterprise Data Management company servicing the Investment Management industry.



Charles River Development

• United States
• Software Development
• 700 & Above Employee

• Principal Architect

  • Feb 2003 - Apr 2006

  Business Development Role Managed Pre-Sales team Technical Architecture and Strategy Investment Management Software - Portfolio Management - Electronic Trading - Compliance Monitoring - Straight Through Processing (STP) Business Development Role Managed Pre-Sales team Technical Architecture and Strategy Investment Management Software - Portfolio Management - Electronic Trading - Compliance Monitoring - Straight Through Processing (STP)



Aruna plc

• London, United Kingdom

• Business Development Manager

  • Jun 2001 - Jan 2003

  Innovative information management software Product Manager for Risk Solution Business Development and Direct Sales in Banking sector Innovative information management software Product Manager for Risk Solution Business Development and Direct Sales in Banking sector



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Senior Technical Architect

  • Aug 2000 - May 2001

  Architect for global cross-product post-trade re-engineering project Architect for global reference database Architect for global cross-product post-trade re-engineering project Architect for global reference database



Concise

• Partner/Principal Consultant

  • Aug 1995 - Dec 2000

  Company co-founder and equity partner in firm Principal Consultant on over 30 engagements Sales and Business Development - Investment Banking - Retail Banking - Insurance - Media - Corporates Company co-founder and equity partner in firm Principal Consultant on over 30 engagements Sales and Business Development - Investment Banking - Retail Banking - Insurance - Media - Corporates



Salomon Brothers

• London, United Kingdom

• Analyst/Programmer

  • Aug 1993 - Jul 1995

  Lead developer on P&L Reporting solution Architect/designer of Secutity Syndication system Architect/developer of Trade Data Warehouse Lead developer on P&L Reporting solution Architect/designer of Secutity Syndication system Architect/developer of Trade Data Warehouse



IBM

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Sponsored Student

  • Aug 1988 - Jun 1993

  Scholarship awarded for duration of studies at University of Strathclyde Scholarship awarded for duration of studies at University of Strathclyde