United Kingdom
• Summary. Financial risk analyst leading market intelligence reporting for risk advisory clients, covering Eastern Europe and Middle East mandates for clients including international banks. • Highlights. Developed to lead engagement with Banco Santander Security and Intelligence team, expanding portfolio from Eastern Europe to Middle East and Pacific event scanning, and increasing per-report revenue. Supported crypto-currency and open-source investigations for diverse client base.
• Summary. Exec team member delivering smart, tailored, technical solutions that helped start-ups to develop robust and sustainable growth plans using our team’s extensive experience. • Highlights. Developed a consultative, pragmatic approach – focused on areas of value to our client businesses. Gained experience in process reengineering (Six Sigma, Lean) and exposure to ESG and impact investing mandates.
• Summary. Principal of Partner Practice of St James Place Wealth Management, as part of my transition into the personal finance and investment sector – giving good insight into consumer financial products. • Highlights. Full sales training and practical experience. Successful completion of Financial Advisor regulatory examinations up to RQF Level 4 Diploma. Approved for own practice as upper cohort graduate.
• Summary. Trader in UK and US equities for the Buffetology and Free Spirit funds with £1.4bn AUM. Built and developed data-driven optics for the Fund Managers and Buy-Side Dealing Team. • Highlights. Executed large trades in concentrated portfolios using stealth strategies, liquidity fragmentation, and smart routing to minimize market impact and optimise execution efficiency. Buy-Side Dealing Team
• Data-driven optics for Fund Managers /Traders on both the Buy and Sell-side. • Experience working across the Investment spectrum - from Active Fund Management to smart-beta Robo-advisors, and Passive strategies. • ESG and Impact Investing Mandates. • Business Process improvements and re-engineering (Six Sigma, Lean).