Experience

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  Marbury

  • Wilson House 1001-2, Central, Hong Kong

  • Director of Operations & Regulatory

    • Apr 2016 - Present
    • Wilson House 1001-2, Central, Hong Kong

    Marbury provides corporate services, fund set-up and services, business support solutions and corporate advisory services through our global network.~Hong Kong headquarters to service Asian businesses supported by a global network.~We are independent and will remain so in an industry where cross selling can override the best interests of the client.~Responsive with hands-on expertise and leadership at all levels.~We take data protection seriously. As lawyers and accountants by profession we understand and give real meaning to confidentiality throughout our business.~Because of our hands-on expertise, experience and leadership, we can truly become your trusted partners, available to provide advice, guidance and immediate service when you most need it.

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  ComplianceAsia

  • Hong Kong

  • Head of Operations

    • Sep 2015 - Apr 2016
    • Hong Kong

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  Astus Services Group Limited

  • Hong Kong

  • Regional Operations Manager

    • Feb 2014 - Sep 2015
    • Hong Kong

    RESPONSIBILITIES•Monitoring ongoing compliance to all systems and policies related to workflow, communication, risk management and compliance/AML.•Chairing weekly meetings related to department management, senior management, accounts receivables and operations, reporting to the Group CEO.•Client communication and timely delivery of all client services from Business Development through to Corporate Services and Accounting, and outside service providers.•All General Manager functions, including HR and IT.•Managing the Corporate Services department - delegating all incoming client work, overseeing the WIP, and chairing weekly meetings to streamline communication and address roadblocks.•Management of the client list and the annual billing schedule, as well as ongoing billing and accounts receivable.KEY ACHIEVEMENTS•Identified and implemented changes that increased the productivity and profitability of the business.•Designed and implemented a client onboarding procedure addressing risk, compliance and AML.•Established an effective billing schedule and payment policy that improved cash flow and decreased collection time among new and existing clients.•Increased revenue by identifying opportunities within the existing client base.•Improved internal and group communication through the establishment of scheduled meetings chaired and recorded by me, with minutes shared among relevant staff and managers.•Improved operational efficiency through the design and implementation of workflow systems as well as data storage and software systems including the CRM and time tracking software.

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  Orangefield Group

  • Hong Kong

  • Manager, Client Relationships & Special Projects

    • Dec 2010 - Feb 2014
    • Hong Kong

    RESPONSIBILITIES• I led a matrix team of over 30 people across the organisation to complete the “Know Your Client” (KYC) regulatory compliance requirements checklist for existing clients, where this was in breach. I embedded the guidelines and strategies among the company’s employees to ensure adherence to those procedures for new clients.• I was the chair of the Client Acceptance Committee (CAC) leading a group of representatives from senior management and the various functions, including the Legal and Compliance Officer, in order to approve clients for new business transactions.KEY ACHIEVEMENTS• Having embedded process efficiencies, I was proactive in seeking an opportunity to take responsibility for the management of client relationships within less than a year of joining the organisation. Through analysis of the processes, I found opportunities to increase revenue from our existing client base through developing a process for hand-offs from the Relationship Management (RM) team to the Business Development (BD) team, which was not previously in place. • Through feedback received from the senior management and executive team it has been acknowledged that the efficiencies and opportunities created by the above improvements contributed significantly to the 20% increase of new business with new clients and 25% increase of new business with existing clients in 2012.• New clients were always asked to provide a large amount of detailed information before we could service them. I developed a simple yet extremely effective process and checklist to ensure clients knew from the outset what would be required of them, and the new business team could ensure all relevant information was collected as efficiently as possible, minimising duplication and frustration for all. • I managed the workflow for client on-boarding, liaising between departments to improve our internal communications, and therefore delivery time.

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  Hong Kong International School

  • Hong Kong

  • Project Coordinator

    • Sep 2010 - Nov 2010
    • Hong Kong

    RESPONSIBILITIES• Checked data integrity in new fundraising software, comparing it to source data (two sources) and liaised with the vendor’s conversion technician and HKIS spell out Education Technology Services (ETS) department to correct problems.• Worked with the Director of ETS to troubleshoot and map/plan upcoming school software conversion and integration with fundraising software.KEY ACHIEVEMENTS• I created the first complete Policy & Procedure manual for HKIS employees of the Office of Institutional Advancement, improving efficiency and reducing errors. Additionally, this improved communication to alumni as well as donors.• I influenced the senior management team to invest in external training resources to provide detailed process training.

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  Hong Kong International School

  • Hong Kong
  • Primary and Secondary Education
  • 500 - 600 Employee

  • Database Administrator and Event Support

    • Mar 2010 - Jun 2010

  • Alumni Relations Coordinator

    • Oct 2009 - Feb 2010

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  Western Academy of Beijing

  • Volunteer

    • 2008 - 2009

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  Ron White

  • Toronto, Canada

  • Operations Manager

    • Feb 1999 - Jul 2008
    • Toronto, Canada

    RESPONSIBILITIES• Managed eight direct reports including setting objectives, coaching, and conducting performance appraisals.• Managed company re-branding including coordinating replacement of all signs, marketing materials, packaging and corporate uniforms, as well as leading the change of the corporate identity during a period of significant growth• Oversaw 10 retail location renovation projects minimising down time of store operations. • Directed logistics of all product and supplies between warehouse, office and retail locations facilitating distribution in order to ensure smooth and consistent operations without shortages.• Successfully negotiated pricing and delivery of essential materials in a high-pressure environment by coordinating interaction between owner, designers and suppliers.KEY ACHIEVEMENTS• I recruited and trained in excess of 25 store and head office employees including 4 individuals who went on to key management positions. • In my first year as Store Manager, I led the store to its most successful year in its 8-year history by increasing annual sales by 20%.• I developed a process for inventory management and oversaw its implementation resulting in an improvement in inventory turns.• I led a project to convert and substantially upgrade the company website in order to increase revenue. The project was delivered on time and within budget. • I was responsible for the final editing of all promotional material without a single error going to print.

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  Kyote International Inc.

  • Production Manager, Store Manager

    • Jun 1994 - Feb 1999