Experience

Pathway Points

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Co-Founder | CEO

  • Apr 2021 - Present

  Pathway is a FinTech platform harnessing the circular economy to help renters build wealth through home ownership. Young families pay rent, in exchange for ownership, while older families fund these homes, in exchange for income. We make buying a home as easy as renting. Pick a location. Set your own budget, then choose a place that suits you from a list. Soft launch coming soon. Pathway is a FinTech platform harnessing the circular economy to help renters build wealth through home ownership. Young families pay rent, in exchange for ownership, while older families fund these homes, in exchange for income. We make buying a home as easy as renting. Pick a location. Set your own budget, then choose a place that suits you from a list. Soft launch coming soon.



Fortem Strategic

• Business Consulting and Services

• Co-Founder

  • Jan 2011 - Present

  Strategic consulting focused on the education space, affordable housing and retirement income. Fortem is the major shareholder of Pathway Points Strategic consulting focused on the education space, affordable housing and retirement income. Fortem is the major shareholder of Pathway Points



Ampersand House and Gallery

• Founder

  • Apr 2010 - Dec 2015

  Ampersand House showcases vintage and contemporary art and design in a traditional maison de maitre in central Brussels. Live, work, play but not in that order Ampersand House showcases vintage and contemporary art and design in a traditional maison de maitre in central Brussels. Live, work, play but not in that order



NPG Wealth Management

• Director of M&A

  • Jun 2008 - Sep 2009

  NPG Wealth Management is a privately owned Luxembourg-based group of wealth management companies. Recruited as director of corporate strategy and M&A for a portfolio company focused on wealth management for European high net worth clients (assets under management €400 million) Grew assets under management by €100 million through a series of niche acquisitions NPG Wealth Management is a privately owned Luxembourg-based group of wealth management companies. Recruited as director of corporate strategy and M&A for a portfolio company focused on wealth management for European high net worth clients (assets under management €400 million) Grew assets under management by €100 million through a series of niche acquisitions



Bank of America

• United States
• Banking
• 700 & Above Employee

• Principal

  • May 2004 - Nov 2007

  Joined the Financial Services Group and formed a new cross platform team to address asset and liability management issues for core advisory clients. Executive Director in the FIG group. Created the first insurance asset and liability management team reporting to a matrix of investment banking, capital markets and fixed income trading/derivative desks. Developed bespoke pension fund and life insurance capital strategies Advised JC Flowers in a series of potential insurance sector acquisitions



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• Director, Investment Banking

  • May 2002 - May 2004

  Joined Financial Services Group offering strategic and financing advice to European banks and insurance companies. Executive Director in the FIG group covering European insurance groups. Mandated by Storebrand to acquire run off pension portfolio KLP (2004) Internal advisory analysis leading to sale of Deutsche Bank’s global custody and passive asset management operations (2003) Joined Financial Services Group offering strategic and financing advice to European banks and insurance companies. Executive Director in the FIG group covering European insurance groups. Mandated by Storebrand to acquire run off pension portfolio KLP (2004) Internal advisory analysis leading to sale of Deutsche Bank’s global custody and passive asset management operations (2003)



Align Technology

• Australia
• IT Services and IT Consulting
• 1 - 100 Employee

• VP Corporate Strategy

  • Jan 2000 - Feb 2002

  Joined as first CFO of this last stage venture funded medical device start up, responsible for capital raising. Later became VP Corporate Strategy. Participated in IPO in Jan 2001 helping to raise over $250 million. Joined as first CFO of this last stage venture funded medical device start up, responsible for capital raising. Later became VP Corporate Strategy. Participated in IPO in Jan 2001 helping to raise over $250 million.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Executive Director

  • May 1989 - Jan 2000

  Spent 11 years with the firm in M&A; Capital Markets and the Financial Institutions Group Among founding members of the FIG group rising from Financial Analyst to Executive Director Executed a series of strategic M&A transactions in the banking and life (re)insurance sectors in Europe Clients include: Swiss Re, Zurich Insurance, Aegon, Credit Commercial de France Spent 11 years with the firm in M&A; Capital Markets and the Financial Institutions Group Among founding members of the FIG group rising from Financial Analyst to Executive Director Executed a series of strategic M&A transactions in the banking and life (re)insurance sectors in Europe Clients include: Swiss Re, Zurich Insurance, Aegon, Credit Commercial de France