Experience

Threadstone Capital

• United States
• Investment Banking
• 1 - 100 Employee

• Vice President

  • Jan 2023 - Present

• Senior Associate

  • Jan 2021 - Dec 2022

• Associate

  • Jun 2019 - Jan 2021

  • Execution of due diligence, development of marketing materials and coordination of outreach across the firm's buy-side, sell-side and capital raise engagements



Societe Generale Corporate and Investment Banking - SGCIB

• France
• Financial Services
• 700 & Above Employee

• Operational Security Manager | UK & EMEA

  • Apr 2018 - Mar 2019

  • A part of SGCIB's 1st line of defence as a member of the Regulatory Oversight and Cyber Security (ROCS) department • Responsible for the monitoring and management of operational risk topics in respect of Technology, Operations, and Finance • Tasked with ensuring that each department operates within the confines of Group level directives on Operational Risk Management, Internal Control, and Compliance • Assist various division heads in the process of identifying… Show more • A part of SGCIB's 1st line of defence as a member of the Regulatory Oversight and Cyber Security (ROCS) department • Responsible for the monitoring and management of operational risk topics in respect of Technology, Operations, and Finance • Tasked with ensuring that each department operates within the confines of Group level directives on Operational Risk Management, Internal Control, and Compliance • Assist various division heads in the process of identifying, assessing, and remediating operational risk • Provide oversight and first level challenge to all operational risk-related topics, including but not limited to the Permanent Supervision control framework, Risk and Control Self Assessment process, risk event identification and management, Business Continuity Management, regulatory and risk committee reporting, Action Plan completion, and Audit Recommendation progress tracking • Production and presentation of operational risk governance packs to vital senior stakeholders • Training of recently on-boarded contractor Show less • A part of SGCIB's 1st line of defence as a member of the Regulatory Oversight and Cyber Security (ROCS) department • Responsible for the monitoring and management of operational risk topics in respect of Technology, Operations, and Finance • Tasked with ensuring that each department operates within the confines of Group level directives on Operational Risk Management, Internal Control, and Compliance • Assist various division heads in the process of identifying… Show more • A part of SGCIB's 1st line of defence as a member of the Regulatory Oversight and Cyber Security (ROCS) department • Responsible for the monitoring and management of operational risk topics in respect of Technology, Operations, and Finance • Tasked with ensuring that each department operates within the confines of Group level directives on Operational Risk Management, Internal Control, and Compliance • Assist various division heads in the process of identifying, assessing, and remediating operational risk • Provide oversight and first level challenge to all operational risk-related topics, including but not limited to the Permanent Supervision control framework, Risk and Control Self Assessment process, risk event identification and management, Business Continuity Management, regulatory and risk committee reporting, Action Plan completion, and Audit Recommendation progress tracking • Production and presentation of operational risk governance packs to vital senior stakeholders • Training of recently on-boarded contractor Show less



THE STUDIO by D2W

• London, United Kingdom

• Company Secretary

  • Jan 2018 - Jan 2019

  • Maintain the firm's Memorandum and Articles of Association • Track PSC shareholdings • Implementation of standardised reporting procedures in accordance with GAAP guidelines • Preparation of financial statements • Oversee the company's business bank account and general ledger • Play an active part in the management and development of the facility as a whole • Maintain the firm's Memorandum and Articles of Association • Track PSC shareholdings • Implementation of standardised reporting procedures in accordance with GAAP guidelines • Preparation of financial statements • Oversee the company's business bank account and general ledger • Play an active part in the management and development of the facility as a whole



Digits2Widgets

• Finance and Operations

  • Sep 2017 - Apr 2018

  • Application of standardized reporting procedures in accordance with GAAP guidelines • Maintenance of management information systems • Processing of the firm's daily transactions • Account reconciliation • Implementation of a new e-commerce platform • Planning and administration of our designated co-working space • Stereolithography post-processing • Company Secretary for The Studio by D2W

• Finance and Operations Intern

  • Jul 2017 - Aug 2017

  • Account management • Book keeping • Transfer of invoice and payment records to a new accounting system



Threadstone Capital

• United States
• Investment Banking
• 1 - 100 Employee

• Intern

  • Aug 2017 - Sep 2017

  • Sell-side advisory services • Participated in the administration and execution of a live deal,which resulted in the successful divestment of a sponsor-owned SME • Lead generation • Development of pitches targeting prospective clients • Sell-side advisory services • Participated in the administration and execution of a live deal,which resulted in the successful divestment of a sponsor-owned SME • Lead generation • Development of pitches targeting prospective clients



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Deloitte Innovation Lab

  • Aug 2016 - Aug 2016

  • While working within the Deloitte Innovation Lab, I contributed to the identification and trialing of several potential investment opportunities as a part of the External Ventures team. Furthermore, I participated in the administration of a live deal that required me to maintain and update the firm’s capitalization table following the completion of a Seed Enterprise Investment scheme.

• Banking and Capital Markets Group

  • Aug 2016 - Aug 2016

  • Contributed to the planning and execution of various audit engagements associated with several of Morgan Stanley’s subsidiaries as part of their mid-year review. My responsibilities included the creation and maintenance of trial balances, disclosure note testing, Director’s Report testing, Strategic Report testing, Variance analysis, and the summarizing of board minutes. • Participated in compliance-training opportunities in relation to Independence Awareness, Security Awareness… Show more • Contributed to the planning and execution of various audit engagements associated with several of Morgan Stanley’s subsidiaries as part of their mid-year review. My responsibilities included the creation and maintenance of trial balances, disclosure note testing, Director’s Report testing, Strategic Report testing, Variance analysis, and the summarizing of board minutes. • Participated in compliance-training opportunities in relation to Independence Awareness, Security Awareness, Financial Crime, and Ethics.



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Audit Service Line

  • Sep 2015 - Sep 2015

  • Examined a number of projects alongside Deloitte's Audit, Risk Advisory, and Consulting divisions.

• Financial Services Intern

  • Aug 2015 - Aug 2015

  • Researched how the proliferation of mobile payment schemes and P2P lending platforms throughout Asia might disrupt traditional retail financial markets in both Mainland China and Hong Kong. • Proposed several recommendations detailing how traditional institutions might be able to guide the development of these platforms in a way that would be beneficial for both parties.



FastTrack

• London, United Kingdom

• Content Developer

  • Jun 2015 - Jun 2015

  • Contributed to key marketing activations as part of Fast Track’s Lucozade, HSBC, Wimbledon, Rugby World Cup 2015, and Ryder Cup 2016 accounts. • Contributed to key marketing activations as part of Fast Track’s Lucozade, HSBC, Wimbledon, Rugby World Cup 2015, and Ryder Cup 2016 accounts.



Sportsdirect.com

• United Kingdom
• Sporting Goods
• 200 - 300 Employee

• Sales Associate

  • Jul 2014 - Aug 2014