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Credentials

  • Life Fellow, Chartered Institute of Bankers, United Kingdom
    Institute of Financial Services
    Apr, 1991
    - May, 2026
  • Associate, Chartered Institute of Bankers, United Kingdom
    Chartered Institute of Bankers - now Institute of Financial Services, United Kingdom
  • Canadian Securities Course
    Canadian Securities Institute (CSI)

Experience

    • Principal Consultant
      • Jan 2005 - Present
      • Global

      Design, development and implementation of specialised management training programs. Courses available to Executive, Senior Management and Management of Government, Corporate, Financial and Educational establishments. Programs include Anti Money Laundering, Trade Finance, Documentary Credits, etc. Actively involved in training and development on an ongoing basis since 1970.

  • Edward Jones
    • Across Canada
    • Retired Financial Services Advisor
      • Jun 2007 - Apr 2012
      • Across Canada

      Transitional Financial Advisor, providing guidance and advice in the investment and insurance industry for clients and incoming advisors.

    • Head of Banking & Finance Learning Centre
      • May 1997 - Dec 2004
      • Manama, Bahrain

      Executive management responsibilities, responsible for 9 full time and 100+ part time faculty. Designed, developed and delivered innovative training and development programs including Anti Money Laundering and Documentary Credit specialist programs. Established links with UK universities and colleges. Promoted the BIBF as a provider of programs throughout the GCC.

    • Lecturer/course developer
      • 1992 - 1997
      • Oakville. Mississauga

      Designed, developed and delivered specialised training programs.

  • CIBC
    • Toronto
    • Senior Manager, Correspondent Banking & International Operations
      • 1984 - 1992
      • Toronto

      Resposnible for client relations USA, Asia/Pacific, India and Middle East. Actively involved in development of tools to assist client understanding of International Banking products and services, Provided client seminars to Canadian clientele on Trade Finance related products and services. Developed and wrote disaster recovery manual for International Operations Centre.

  • BMO Financial Group
    • Toronto, Canada Area
    • Manager Product Development & Administration - Trade Finance
      • 1982 - 1984
      • Toronto, Canada Area

      Administration of Operations area Trade Finance. Development of products and services for use by Trade Finance Managers in the field. Developed training aids.

  • Midland Bank (Now HSBC)
    • Gravesend, Kent, Hailsham, Sussex, Eastbourne, Sussex, Canterbury, Kent
    • Manager, Administration
      • 1962 - 1982
      • Gravesend, Kent, Hailsham, Sussex, Eastbourne, Sussex, Canterbury, Kent

      Management administration - 54 full time staff. All aspect of branch operations.Joined the bank as a clerical member of staff in 1962 and progressed through the ranks receiving my first managerial appointment in 1971, second one in 1973 and final one in 1977. With the extensive backlog of candidates seeking promotion, I looked for a better opportunity and obtained a position with a major bank in Canada.

Education

  • 2000 - 2001
    University of Central England, Birmingham, United Kingdom (now Birmingham City University)
    Bachelor’s Degree, Banking and Insurance Management
  • 1967 - 1970
    Chartered Institute of Bankers, United Kingdom
    Associate, Institute of Bankers, Banking, Corporate, Finance, and Securities Law
  • 1960 - 1962
    St, Georges, Ramsgate, Kent
    High School, General Certificate of Education, Ordinary Level, 8 subjects
  • 1955 - 1960
    Hinchley Wood County Secondary School, Surrey, England
    High School

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