Experience

ETFbook

• Switzerland
• Financial Services
• 1 - 100 Employee

• Head of Solutions

  • May 2023 - Present

  London, England, United Kingdom Primary responsibility for strategy formulation and management, including developing the corporate vision overseeing leading strategic initiatives, identifying market opportunities and partnerships. The ETF Book platform incorporates inputs from all the region’s ETF issuers, trading venues and a multitude of other contributors to provide a consolidated source of product metrics, analytical services and bespoke technical build. Client’s range from the ETF issuers themselves, liquidity providers… Show more Primary responsibility for strategy formulation and management, including developing the corporate vision overseeing leading strategic initiatives, identifying market opportunities and partnerships. The ETF Book platform incorporates inputs from all the region’s ETF issuers, trading venues and a multitude of other contributors to provide a consolidated source of product metrics, analytical services and bespoke technical build. Client’s range from the ETF issuers themselves, liquidity providers and exchanges to buy-side, wealth managers and research houses, ‘in a nutshell’ a wide range of unrivalled quality output to a broad range of market participants.

• ETF Market Advisory Role

  • Jan 2022 - Present

  London, England, United Kingdom



ETFPORT

• Founder and CEO

  • Mar 2020 - Present

  London, England, United Kingdom



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Equity Finance Technology Executive Director

  • Jan 2022 - May 2023

  London, England, United Kingdom Project Execution: Athena (commencing with synthetic ETF exposure). Athena is a next-generation business management platform employed for pricing, trading, risk management and analytics with tools for data science and machine learning.



big xyt

• Germany
• Financial Services
• 1 - 100 Employee

• Consultant SME

  • May 2021 - Dec 2021

  London, England, United Kingdom Driving the expansion of big xyt’s Exchange traded fund (ETF) Liquidity Cockpit.



ULTUMUS

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Chief Operating Officer

  • Dec 2016 - Feb 2020

  London, United Kingdom Founding partner of Ultumus in 2016, in the role of COO to support the continued development of the business’ strategy. Ultumus specialises in the distribution of Index and ETF composition data using market-leading technology, in addition to daily ETF NAV calculation and Primary Portfolio Composition File (PCF) publication.



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Global Head of Delta One Technology

  • Feb 2015 - Nov 2016

  London, United Kingdom Global Head of Prime Finance Delta1 Technology Index & Structured. Management of global development teams in 4 locations in support of 3 desks in 2 trading regions (LDN & NY) with 21 traders covering multiple trade structures

• Delta1 Desk Project Manager & SME

  • Feb 2010 - Feb 2015

  London, United Kingdom Design & build of multiple deliverables where business objective: (Credit Suisse Asset Management (CSAM/CSIB joint venture): Project Manager & SME of fully automated daily swap reset basket allocation application (ESCAPE) for UCITS & PEA compliant swap-backed ETF’s where CSIB act as authorised participant & swap provider to investment manager (CSAs are transformed into working tools, for example: an active inventory management platform (supporting Synthetic ETF & Balance Sheet Optimization)… Show more Design & build of multiple deliverables where business objective: (Credit Suisse Asset Management (CSAM/CSIB joint venture): Project Manager & SME of fully automated daily swap reset basket allocation application (ESCAPE) for UCITS & PEA compliant swap-backed ETF’s where CSIB act as authorised participant & swap provider to investment manager (CSAs are transformed into working tools, for example: an active inventory management platform (supporting Synthetic ETF & Balance Sheet Optimization) along with trader desktop tools providing transfer pricing transparency, Index & ETF decomposition & Index Futures market making functionality across multiple exchanges.



BlackRock

• United States
• Financial Services
• 700 & Above Employee

• Senior Business Analyst

  • Feb 2008 - Feb 2010

  London, United Kingdom SWITCH (Synthetic ETF) Analyst: Design of a platform to support Swap backed Exchange Traded Funds (ETFs). BARCLAYS GLOBAL INVESTORS



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Business Analyst

  • 2007 - 2008

  London, United Kingdom Design engagement model for roll-out of a new global reference data service Implementation of a ‘golden source’ application - CONSULTANT VIA MA PARTNERS



Lehman Brothers

• Capital Markets
• 700 & Above Employee

• Project Manager

  • 2006 - 2007

  London, United Kingdom Asset servicing claims tracking service (in-house development CTS Re-Write), CONSULTANT VIA MA PARTNERS



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Business Analyst

  • 2005 - 2006

  London, United Kingdom Post Trade Analytics (Risk) Pre, T+O & Post Trade Reporting Order Management Flow CONSULTING VIA MA PARTNERS



ABN AMRO Bank N.V.

• Netherlands
• Banking
• 700 & Above Employee

• Business Analyst

  • 2004 - 2005

  London, United Kingdom Client trading data, reporting & legal entity hierarchy database roll-out. CONSULTING VIA MA PARTNERS



Deutsche Bank Securities

• Business Analyst

  • 2003 - 2004

  London, United Kingdom GmPrice (MONEYLINE TELERATE/ PACEMETRICSs) single price model European roll-out CONSULTING VIA MA PARTNERS



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Business Analyst

  • 2000 - 2003

  London, United Kingdom Program Trading global analytics & cross referencing deliverable (UNIVERSE). JAPAN CASH EQUITY ‘In house systems' CONSULTING VIA MA PARTNERS



Gulf International Bank

• Saudi Arabia
• Banking
• 700 & Above Employee

• Project Manager

  • 1998 - 2000

  Bahrain Treasury Front Office Risk Management system ACUMEN. CONSULTING VIA TERRANCE CHAPMAN ASSOCIATES



Barclays

• United Kingdom
• Financial Services
• 700 & Above Employee

• Business Analyst

  • 1996 - 1998

  London, United Kingdom FISS, re-coded version of SYNOPSIS deliverable RIMS In both London/Tokyo CONSULTING VIA TERRENCE CHAPMAN ASSOCIATES



Prudential Bank

• Investment Banking
• 1 - 100 Employee

• Business Analyst

  • 1994 - 1996

  Luxembourg Implementation of retail banking (AS400) system ICBS delivered by FISERV