Associate Director - Onboarding

• Jan 2022 - Present

Senior Programme Manager, Global AO&M Product Delivery

• Feb 2021 - May 2021

Relocating to Luxembourg

• Sep 2020 - Jan 2021

Client Onboarding Head, Product Strategy & Fundraising

• Nov 2016 - Sep 2020

Responsible for implementation of dedicated end-to-end client onboarding and change management activities supporting the full range of private equity product structures offered by the firm. Responsible for implementation of dedicated end-to-end client onboarding and change management activities supporting the full range of private equity product structures offered by the firm.

Director (Onboarding, Corporate Governance)

• Dec 2015 - Jul 2016

MUFG acquired the private equity and real estate fund administration business of UBS Jersey. I continued fulfilling my role as developed at UBS (see below) while also assisting with certain aspects of the transition. MUFG acquired the private equity and real estate fund administration business of UBS Jersey. I continued fulfilling my role as developed at UBS (see below) while also assisting with certain aspects of the transition.

Director (Onboarding, Corporate Governance)

• Feb 2011 - Dec 2015

Joined UBS on relocating to Jersey to take responsibility for client onboarding in the private equity and real estate administration business, taking then a greater role covering also several additional areas, including business and regulatory change, corporate governance, quality assurance and risk oversight. Joined UBS on relocating to Jersey to take responsibility for client onboarding in the private equity and real estate administration business, taking then a greater role covering also several additional areas, including business and regulatory change, corporate governance, quality assurance and risk oversight.

New Business Implementation & Transition Manager

• Aug 2006 - Nov 2010

Responsible for the successful implementation of securities services for new fund structures and for the restructuring of existing funds. The role was also a relationship one with active involvement in ensuring the client take-on process occurred smoothly. It required strong cooperation and transversal interaction with multiple teams: sales & client relationship management, legal counsel, compliance, credit, fund administration and custody. Responsible for the successful implementation of securities services for new fund structures and for the restructuring of existing funds. The role was also a relationship one with active involvement in ensuring the client take-on process occurred smoothly. It required strong cooperation and transversal interaction with multiple teams: sales & client relationship management, legal counsel, compliance, credit, fund administration and custody.

Manager

• Apr 2004 - Aug 2006

Trustee Trustee

Compliance Officer

• Aug 2001 - Apr 2004