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Credentials

  • Chartered Financial Analyst (CFA) Charterholder.
    CFA Institute
    Sep, 2003
    - Sep, 2024

Experience

    • Spain
    • Real Estate
    • Director Client Solutions
      • May 2022 - Present

    • United Kingdom
    • Investment Management
    • 1 - 100 Employee
    • Head Of Sales
      • Mar 2021 - Apr 2022

    • Director, Marketing & Investor Relations, UK & Europe
      • Feb 2020 - Mar 2021

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Business Development Manager
      • Feb 2017 - Jan 2020

      Business development for Ironshield Capital, a special situations investment manager focusing on stressed and distressed event driven credit situations in Europe. The team is one of the most experienced European Distressed teams in Europe, with a multi-year track record of successful collaboration. Business development for Ironshield Capital, a special situations investment manager focusing on stressed and distressed event driven credit situations in Europe. The team is one of the most experienced European Distressed teams in Europe, with a multi-year track record of successful collaboration.

    • United Kingdom
    • Retail Office Equipment
    • Director Of Business Development
      • Jan 2016 - Dec 2016

      Third-party marketing firm that targeted leading, boutique investment managers globally to help them raise assets from leading institutional investors in targeted regions. Third-party marketing firm that targeted leading, boutique investment managers globally to help them raise assets from leading institutional investors in targeted regions.

    • Finland
    • Banking
    • 700 & Above Employee
    • Institutional Sales Director
      • Mar 2008 - Dec 2015

      Responsible for business development on behalf of Nordea Investment Management, based in London. Primary prospects include leading corporate pension schemes, local authorities, fiduciary managers, investment consultants and major family offices. Regular client contact, investment reviews and meetings. Responsible for the sales process from pre-qualifying, initial meetings, diagnosis of requirements, pitching and preparation of RFPs, organising attendance and responsibilities at finals, negotiation of contracts and fees, and client on-boarding.

    • Capital Markets
    • 700 & Above Employee
    • Supervisory Analyst
      • Feb 2007 - Feb 2008

    • Australia
    • Investment Banking
    • Associate Client Advisor
      • Jan 2006 - Oct 2006

    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Deputy Head, Global Content Provision
      • Jun 1999 - Jun 2005

      Deputy head of a global team providing investment research covering equities, FX, FI and macro-economics to the bank's clients. Deputy head of a global team providing investment research covering equities, FX, FI and macro-economics to the bank's clients.

    • United States
    • Law Enforcement
    • Senior Editor
      • Jan 1999 - Jun 1999

    • Correspondent
      • Apr 1997 - Nov 1998

    • Business Reporter
      • Jan 1995 - Mar 1997

Education

  • University of Adelaide
    B.Ec, Economics
    1990 - 1993
  • CFA Institute
    CFA Charterholder from 2003 to 2014
    -

Community

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