Experience

Linear Investments Ltd

• United Kingdom
• Investment Management
• 1 - 100 Employee

• Partner-Linear international payments

  • Sep 2018 - Present

  Linear International Payments is a specialist foreign exchange firm providing our global client base with an outstanding ‘boutique style’ service alongside access to exceptionally competitive prices. We back our offering with market leader technology to make the whole process of purchasing currency not only more efficient but completely transparent. We have also gone the extra mile of giving our clients an online platform as well as a mobile app, this enables them to execute trades and keep track of the process of transactions whilst on the move. Our management, broking and dealing teams will use their extensive experience in the FX arena to execute your foreign exchange requirements in the most efficient and cost-effective way. From large corporate clients to individuals with relatively modest requirements we will aim to offer you an unparalleled level of customer service and assist you to find the best solution tailored to your specific FX needs. For more information, please get in contact. Website www.linearinternationalpayments.com Mobil app https://itunes.apple.com/gb/app/linear/id1439582121?mt=8



PlutusFX Limited trading as FXpress Payment services Ltd

• Head of Sales/Trading/White Labels

  • Nov 2016 - Present

  www.fxpress-payments.com www.fxpress-payments.com



Foreign Exchange Ltd

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Head of Trading

  • Oct 2015 - Oct 2016

  Staff recruitment – met recruiters, agree terms, screen CVs, conducted interviews through to offer and then closure Fully rebuilt the front office operating systems to create a far more efficient and effective process Training of new recruits. Take them through the steps of the sale, teaching them about sourcing, mind maps, introductions and questioning techniques Fully managed the sales team ensuring they exceeded KPI’s and target by conducting weekly meetings, monitoring call stats and setting business expectations Weekly training sessions with the team on different aspects of the sales process including listening to calls, competitor intelligence, market movements, products and selling techniques Responsible for the building of the new Website www.foreignexchangeltd.com from start to finish and then launch I also improved our LinkedIn profile, Twitter page and Facebook page to a very high standard to give the right impression for the business Conducted weekly management meetings with the MD to drive the business in the right direction and develop overall strategy Managed the companies FX position to ensure all positions were on side including dealing with re-engaging clients, issues with the financial ombudsman, variation requirements and any escalated issues brought into the business Took it upon myself to implement a number of new processes to improve the business. Offered a process for dealing with client issues. I implemented a reporting line where the issues would come in, then logged on a spreadsheet and ensured the queries were then followed up daily to confirm the issues were dealt with and didn’t escalate. The clients would be contacted daily until we knew the issue had been resolved, whilst ensuring a track of all communication with the client was logged on the CRM system. I would check the spreadsheet daily to ensure the steps were being followed



Cambridge Mercantile

• United States
• Banking

• FX Dealer - Head of Desk

  • Mar 2013 - Aug 2015

  I have a client base of approximately 250 clients, key responsibilities with these clients included: ▪ Building relationships with the clients, contacting the client on a regular basis in order to ascertain their FX requirements ▪ Having a thorough understanding of the FX market, daily data releases and market moving factors in order to supply clients with regular information on the market movements to enable the client and I to make decisions on timing of trade execution ▪ Maximising profitability of the client using forward/spot trades and options up sells where possible, understanding clients trading patterns to ensure we didn't miss on any business through fierce competition in the market. Active client spread management throughout the relationship ▪ Meeting with clients in order to further cement the relationship and establish any requirements we may be missing out on ▪ Attending morning meetings with the dealing team to ascertain potential revenue opportunities for the day, bringing on new clients to the business through referral and recommendations whilst also contacting old clients in order to reactivate old non trading accounts ▪ I constantly over achieved target. At the end of 2014 I was given an award for the top biller in the company and the highest biller in the company’s history by achieving £1,200,000 in trade profit from my clients - the previous record stood at £920,000. In my first year I was also one of only two people within the company selected to attend our annual business conference in Toronto Canada for a week, all expenses paid



Monex Europe Ltd

• Spain

• Head of Desk

  • Aug 2009 - Mar 2013

  ▪ Contacting clients, putting forward proposition for Foreign Exchange and signing them up and passing them over to the dealing desk ▪ Also, responsible for a small team of New Business Advisors with a pure focus on the deliverable currency requirements of a large portfolio of globally listed corporate entities. (FTSE, NYSE, SGX, AIM, S&P) ▪ Take daily morning market analysis sessions and training sessions to help my team with product knowledge and selling techniques ▪ Perform weekly reviews with my team members and where appropriate, using my expertise to close sales ▪ Whilst doing this, achieving my own monthly target on new business and current business introduced/profit ▪ Consistently on the phone for over 2hrs a day making 60-120 calls to both existing and new clients ▪ Attend meetings with new clients to win business and develop relationships both in and out of the office ▪ Carry out the first couple of trades for clients I have introduced to the business and continue to get orders to maximize revenue during the relationship. Re ignite many relationships of clients who have trading facilities set up that have not been used for some time ▪ I achieved the fastest client stat in Monex history securing my fist client in my first week within the company ▪ Averaging around over 40k a month with my most profitable month being £87k


Halo Financial
• Canada
• Financial Services
• 1 - 100 Employee
• Private client dealer

  • Sep 2007 - Jul 2009