Experience

NORMAN & SONS

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Managing Principal

  • Jan 2022 - Present

  New York, United States Norman & Sons is a London based Digital Strategy firm specializing in the design, development, and deployment of cutting edge digital applications in financial services. As a Managing Principal I am focused on growing our US business, managing key client relationships and leading strategic engagements.



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Americas Product Owner, HSBC SmartServe

  • Nov 2018 - Dec 2021

  New York, New York HSBC SmartServe is a strategic client facing digital channel for Global Banking and Commercial Banking Clients. As Product Owner, I was responsible for the development and adoption of our SmartServe Digital proposition across the Americas. Worked with a hyper agile cross functional team which led the globe with over 6,000 clients adopting the SmartServe proposition (and counting).

• Americas Lead, Business Services Transformation

  • Nov 2017 - Nov 2018

  Business Services Transformation is a legacy organization within the Global Banking & Markets business which led digital and operational strategy. As Americas Lead I managed a portfolio of strategic initiatives driving digital transformation for our Global Banking & Markets client base across the US, Canada, Mexico, Chile, Argentina, and Brazil.

• Global Head, Market Initiatives

  • Nov 2016 - Nov 2017

  Market Initiatives was a strategic multi year program to cultivate fintech partnerships with the aim of digitizing and streamlining client experience. As Global Head I maintained responsibility for growth of existing partnerships, developing opportunities, and assessing / integrating / optimizing fintech offerings into our wider digital roadmap for the Global Banking & Markets Business. Partnerships portfolio spaned 7 vendor products covering over 5,000 Corporate, FIG, and Institutional… Show more Market Initiatives was a strategic multi year program to cultivate fintech partnerships with the aim of digitizing and streamlining client experience. As Global Head I maintained responsibility for growth of existing partnerships, developing opportunities, and assessing / integrating / optimizing fintech offerings into our wider digital roadmap for the Global Banking & Markets Business. Partnerships portfolio spaned 7 vendor products covering over 5,000 Corporate, FIG, and Institutional Clients globally.

• Americas Lead, Client Tax

  • Sep 2014 - Oct 2016



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• COO, Financing Solutions

  • Aug 2012 - Sep 2014

  New York, NY Financing Solutions is a Global Business Sector within the Investment Bank which houses all Fixed Income Lending and Securitization businesses at UBS: Leveraged Capital Markets, Structured Financing, Real Estate Finance, and Corporate Lending. As a Business Manager within this space, I provided strategic support to the Global Business Head, and acted as the interface between Treasury, Finance, Credit Risk, Market Risk, Legal, and Operations on behalf of the business.

• Program Manager, IB Operations

  • Oct 2011 - Aug 2012

  New York, NY Program Manager for a multiyear, multimillion dollar strategic initiative to build a F2B IT Platform to manage key procedural risks through out the investment bank.

• Chief of Staff, Real Estate Finance

  • May 2010 - Sep 2011

  Stamford, CT Chief of Staff for Real Estate Finance Global Ops Head - responsible for operational risk issues, managing strategic IT portfolio, regulatory initiatives, audit, escalation of production issues, liasing with business and logistical functions, business planning, and strategic initiatives.



JP Morgan

• United States
• Radio and Television Broadcasting

• Analyst, Securitized Products

  • Mar 2005 - May 2010

  After rotating through a 2-year management training program, I spent 3 years across various roles within the Securitized Products Group in the Corporate Investment Bank.