Experience

Tenent Financial Education

• Financial Services
• 1 - 100 Employee

• Founder and CEO

  • Apr 2021 - Present

  Providing specialist education services for the financial services industry and beyond. Providing specialist education services for the financial services industry and beyond.


ENGLISH BAROQUE CHOIR LIMITED
• United Kingdom
• Musicians
• Director, Company Secretary

  • Jun 2019 - Present


FIDELIS UNDERWRITING LIMITED

• Insurance
• 1 - 100 Employee

• Non Executive Director

  • Sep 2015 - Apr 2021

  Chair of Audit Committee Chair of Audit Committee



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Head of Client Engagement, IM EMEA

  • Jul 2016 - Jul 2019

  Executive Committee Client services Relationship management Client reporting Procedures, internal audit MiFID II GDPR Internal team training and education Client journey mapping Client experience Asset retention Executive Committee Client services Relationship management Client reporting Procedures, internal audit MiFID II GDPR Internal team training and education Client journey mapping Client experience Asset retention



Gottex Fund Management

• Portfolio Manager, Head of European Manager Research, Fund of Hedge Funds

  • Jan 2007 - Jul 2016

  Senior Portfolio Manager of portfolios of hedge funds and long only funds totaling $4bn. Responsible for all European manager research, both alternatives and long only. Lead for all client relationships in EMEA, covering major DB schemes in corporate and Local Authority spaces. Both consultant-advised and independent. Fund research and due diligence Quantitative analysis Portfolio construction Risk management Client education Client relationship management Client reporting RFPs Show less



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Executive Director, Head of International Convertible Sales & Trading

  • Apr 1992 - May 2005

  Trading desk, proprietary capital, risk management Sales management Internal and external research Trading desk, proprietary capital, risk management Sales management Internal and external research