Experience

Langham Hall

• United Kingdom
• Financial Services
• 400 - 500 Employee

• Business Development Manager

  • Feb 2023 - Present



Opus Fund Services

• Bermuda
• Financial Services
• 100 - 200 Employee

• AVP Client Services and Integration

  • Dec 2015 - Dec 2022

  Opus Fund Services was established in 2006 and is a leading independent and privately owned full service fund administration company providing automated, integrated middle and back office administration services to hedge funds and asset management firms. Opus Fund Services has offices in Bermuda, Chicago, Naperville, NYC, Oregon and San Francisco. Opus Fund Services (Bermuda) Ltd. is licensed by the Bermuda Monetary Authority under the Investment Funds Act 2006. For further information see www.opusfundservices.com or contact one of our offices. Show less



Apex Group Ltd (Americas)

• Canada
• Financial Services
• 1 - 100 Employee

• Client Services

  • Mar 2015 - Dec 2015



Apex Group Ltd

• Bermuda
• Financial Services
• 700 & Above Employee

• Sales and Marketing Executive

  • Jun 2013 - Mar 2015

  Apex targets entering world's top 25 administrators in 2013 by leading the way forward in fund services. Apex Fund Services is a globally recognised fund servicing organization, delivering administration solutions to investment managers investing in traditional and alternative assets. APEX has over $20 billion and growing in Assets under Administration. Apex administers both onshore and offshore investment funds such as Mutual Funds, UCITs, SICAVs, Fund of Funds, Private Equity, Real Estate, Shari'ah and Partnerships from our global footprint of 24 offices around the world with 4 new office launches in 2012. Our service solutions are tailored to the investment managers' needs as well as the regulatory and investment environment within all of the main global financial centres. With extensive industry expertise, innovative products and robust operating solutions, Apex has become internationally recognised as one of the world's leading and fastest growing independent fund administration businesses. We offer our clients a wide variety of specialised and integrated products supporting middle and back office fund administration, complex derivatives, risk reporting and corporate secretarial and fund formation administration, as well as specialist start up services to boutique asset managers Show less



Koger Inc

• Sales and Marketing

  • Apr 2010 - May 2013

  Prospect and qualify sales leads in order to find genuine opportunities for the businessCooperating and communicating with Sales and Marketing Managers to inform them of new opportunitiesTrack and report on all activities and opportunities using the company's CRM systemWork with Sales and Marketing Managers to coordinate introductory meetings (demos)Attend weekly sales meeting to discuss lead generation, sources, and qualityPeriodically attend networking events and conferences to further generate leadsAssist and Support Sales and Marketing Manager with various marketing projects as needed Show less

• Business Analyst

  • Sep 2009 - Apr 2010

  Coordinating and communicating devising testing strategies and scripts in HPQC Updating testing scripts based on reported issues, changes, and upgrades to new software releasesReporting results and providing status of system test activities to Project Managers, Executives, Team Members and CustomersCommunicating findings with developer groups on issue fixes, enhancements and other modificationsPerform testing projects and carried out specific guidelines ensuring accuracy while meeting strict customer and internal deadlines. Show less



Focus Merchandising

• United States
• Advertising Services
• 1 - 100 Employee

• Intern

  • 2007 - 2009