Head of Debt Intelligence Services

• Oct 2018 - Present

Director

• Feb 2013 - May 2018

Nexum ID is a Fixed Income Investor Relations business offering a web based Bondholder Identification & Management system. At Nexum ID we help Treasurers, Debt IR professionals and their advisers effectively plan their Debt IR programs, connect with investors, plan road-shows, navigate corporate actions and assist in refinancing efforts.Our clients include companies in the UK, Europe, the Middle East, Australasia, Africa and South America across most sectors. Nexum ID is a Fixed Income Investor Relations business offering a web based Bondholder Identification & Management system. At Nexum ID we help Treasurers, Debt IR professionals and their advisers effectively plan their Debt IR programs, connect with investors, plan road-shows, navigate corporate actions and assist in refinancing efforts.Our clients include companies in the UK, Europe, the Middle East, Australasia, Africa and South America across most sectors.

Senior Director - Corporate Advisory Services, Northern Europe

• Jan 2012 - Jan 2013

Corporate Advisory Services (CAS) works with listed companies proving Investor Relations solutions to Investor Relations Officers (IROs) and their teams. In particular, CAS provide shareholder analysis and investor targeting solutions to help IROs manage their investor base and plan their IR programs in an efficient and effective way. Looking after CAS Northern European client base (countries included are UK, Ireland, Netherlands, Finland, Sweden, Norway and Denmark) I am responsible for:- All client relationships for Northern Europe (including 20 FTSE100 clients and top 10 AEX companies among others)- Revenue growth and client retention for Northern Europe assisting our sales team in pitches and client presentations- Product Development (including IT database)- Managing a team of 8 peopleI am also highly involved in the production of marketing materials, thought leadership pieces and the overall CAS strategy.

Head of Fixed Income Insights, EMEA

• Jan 2011 - Dec 2011

Fixed Income Insights services investment bankers assisting issuers during corporate actions as well as investor relations officers/treasurers who would like to know more about their debt holders for investor relations purposes. We provide detailed ownership and contact information of bond holders as well as analysis of the secondary market (bond lending, fund flows information, market trends, trading and pricing information).

Associate Director

• Jul 2010 - Mar 2011

Investor Relations consultant to sales, marketing, and investor relations professional, providing actionable intelligence and advice on equity market sentiment, fund flows, liquidity and technicals as well as evaluating and interpreting broker research and market sentiment.• Responsible for the growth of the UK Corporate business by working closely with the sales team.• Responsible for the entire UK corporate business product offering within the division.• Account Manager for HSBC, Old Mutual and other clients.

Team Leader - Investment Trusts

• Feb 2009 - Jul 2010

• Investor Relations consultant to sales, marketing, and investor relations professional, providing actionable intelligence and advice on equity market sentiment, fund flows, liquidity and technicals as well as evaluating and interpreting broker research and market sentiment.• Responsible for the growth of the Investment Trust business by working closely with the sales team.• Responsible for the entire Investment Trusts product offering within the division.• Team manager – two direct reports. • Account Manager for JPMorgan and Schroders and other clients.

Senior Analyst

• Nov 2007 - Feb 2009

• Account Manager for HSBC and Old Mutual as well as other financial clients.• Head of Hedge Fund Research for Europe.• Thomson Award for Excellence for having been initiated and concluded the largest deal for the year within the division.

Analyst

• Dec 2006 - Nov 2007

• Account Manager for Morgan Stanley and HSBC.• Gold Thomson Award for customer service.