Experience

FundApps

• United Kingdom
• Software Development
• 100 - 200 Employee

• Head of Channel Sales & Partnerships

  • Jan 2020 - Present

  Responsible for developing and implementing a global strategy across service partners and consulting organisations. We understand the essential contribution alliances make - building strong alliances and strategic partnerships is integral to our strategy. We seek to work with partners that can help us identify opportunities, provide proposals for implementation confidence and deliver on the promise of maximising value and client satisfaction. DM me for more info!

• Director Market Access & Growth

  • Nov 2018 - Jan 2020

  Working closely with FundApps' Leadership Team on the organisation’s growth and market access strategies and responsible for identifying new business opportunities and managing new accounts to continue the excellent growth the company has enjoyed in recent years.

• Business Development

  • Dec 2014 - Jan 2020

  FundApps provides automated compliance monitoring services to financial institutions, including some of the world’s largest asset managers, hedge funds and investment banks. FundApps is used to monitor over $10 trillion in client assets every day. FundApps tackles the three biggest issues many compliance teams face by delivering managed services to their client clients, pairing innovative technology with legal knowledge from our dedicated team of compliance experts.



Linedata

• France
• Software Development
• 700 & Above Employee

• Sales Executive - Order Management, Trading and Compliance

  • Sep 2011 - Nov 2014

  Responsible for sales to asset management, third party administrator, and fund services clients across Europe and Asia Linedata Longview is the award winning order management system that provides real-time transparency and insight, helping you quickly see, understand and respond to opportunities. Linedata Longview provides a highly configurable and comprehensive global trading system to support the needs of portfolio managers, traders and compliance officers. Linedata Trader+… Show more Responsible for sales to asset management, third party administrator, and fund services clients across Europe and Asia Linedata Longview is the award winning order management system that provides real-time transparency and insight, helping you quickly see, understand and respond to opportunities. Linedata Longview provides a highly configurable and comprehensive global trading system to support the needs of portfolio managers, traders and compliance officers. Linedata Trader+ allows buy-side traders and hedge funds to experience smarter trading with its new and advanced trading platform. Offering a flexible workspace, reliable pre-trade compliance checks, execution management functionality and integrated workflow, Linedata Trader+ provides an intuitive and immersive user experience. A full service solution, Linedata Trader+ offers advanced trading tools, compliance, market data and global connectivity all in one system. Linedata Compliance is a global, enterprise-wide compliance monitoring and breach management solution that focuses on simplifying the complex business requirements and workflows of portfolio managers, traders and compliance officers. The robust, real-time system offers advanced pre- and post-trade compliance checking, comprehensive monitoring and flexible reporting capabilities across all markets, regulatory agencies and asset types. Show less Responsible for sales to asset management, third party administrator, and fund services clients across Europe and Asia Linedata Longview is the award winning order management system that provides real-time transparency and insight, helping you quickly see, understand and respond to opportunities. Linedata Longview provides a highly configurable and comprehensive global trading system to support the needs of portfolio managers, traders and compliance officers. Linedata Trader+… Show more Responsible for sales to asset management, third party administrator, and fund services clients across Europe and Asia Linedata Longview is the award winning order management system that provides real-time transparency and insight, helping you quickly see, understand and respond to opportunities. Linedata Longview provides a highly configurable and comprehensive global trading system to support the needs of portfolio managers, traders and compliance officers. Linedata Trader+ allows buy-side traders and hedge funds to experience smarter trading with its new and advanced trading platform. Offering a flexible workspace, reliable pre-trade compliance checks, execution management functionality and integrated workflow, Linedata Trader+ provides an intuitive and immersive user experience. A full service solution, Linedata Trader+ offers advanced trading tools, compliance, market data and global connectivity all in one system. Linedata Compliance is a global, enterprise-wide compliance monitoring and breach management solution that focuses on simplifying the complex business requirements and workflows of portfolio managers, traders and compliance officers. The robust, real-time system offers advanced pre- and post-trade compliance checking, comprehensive monitoring and flexible reporting capabilities across all markets, regulatory agencies and asset types. Show less



Princeton Financial Systems

• United States
• Software Development
• 200 - 300 Employee

• Vice President, Manager Global Product Marketing

  • Nov 2010 - Aug 2011

  Development of a multi-year strategy to introduce and increase market share of the company’s Compliance and Risk product in North America and Emerging Markets in South America and Asia. Continued Global Presales, UK Sales and Key Account Management responsibility for the Compliance and Risk product suite. The client base includes top tier global asset managers, fund administrators and custodians. I am an occasional speaker at industry events and frequently organize and facilitate… Show more Development of a multi-year strategy to introduce and increase market share of the company’s Compliance and Risk product in North America and Emerging Markets in South America and Asia. Continued Global Presales, UK Sales and Key Account Management responsibility for the Compliance and Risk product suite. The client base includes top tier global asset managers, fund administrators and custodians. I am an occasional speaker at industry events and frequently organize and facilitate client education/ advisory sessions. The role is London based but involves extensive Global travel.

• Vice President, Head of Presales EMEA

  • Oct 2008 - Oct 2010

  Supporting the sales process to global fund services providers, asset managers and hedge funds. Managed and mentored a team of PreSales consultants across the EMEA region. Managing the RFI/ RFP process and working closely alongside the Sales/Account Management and Product teams to feedback on customer requirements, expectations and market trends. Represented the Sales team in the Product Board providing significant input with regard to product content and direction. Confidently delivered… Show more Supporting the sales process to global fund services providers, asset managers and hedge funds. Managed and mentored a team of PreSales consultants across the EMEA region. Managing the RFI/ RFP process and working closely alongside the Sales/Account Management and Product teams to feedback on customer requirements, expectations and market trends. Represented the Sales team in the Product Board providing significant input with regard to product content and direction. Confidently delivered product, process and strategy presentations at C-level.



Aquin International Ltd

• Senior Presales Consultant

  • 2004 - Oct 2008