Transform LogiQ is a boutique advisory services firm, consulting in the IT and Digital field, supporting clients in their digital transformation journey with a focus on Information Governance as a core service offering.

Digital, Data & Innovation team in HSBC Securities Services reviews new technology to provide thought leadership on enhancing the business' digital product offerings and value to our clients. My role has covered Data Governance & Standardisation market alignments, strategic data as a service (DaaS) solutions & digital channel propositions to deliver new powerful end-2-end digital capabilities and experiences to our clients.

ResponsibilitiesManaged small data & pricing team setting up security instruments and monitoring all pricing publishing for portfolio managers. Coordinated project to automate pricing and trade lifecycle process in conjunction with large scale market data provider. Achievements‣ Analysis and implementation of new data management system - $250k annual service agreement costs‣ Managed and guided Asset Admin team to be an effective and risk adverse team ‣ Multiple process improvements implemented to automate manual tasks ‣ Enhanced relationships between the team and boutique partners of Challenger

Responsibilities‣ Trading lead for direct market trade execution filling daily order book on behalf of advisors using discretionary trading strategies, including ALGOs (IRESS & IPS software)‣ End-of-day trade reconciliation and reporting‣ Point of contact for advisor trade queries and services‣ Project planning for trading and reporting software‣ Portfolio administrator for new business onboardingAchievements‣ Achieved critical volume and timing trade settlement with a 90%+ volume fulfilment‣ Oversight of manual to automated transition of trading of direct to market trade execution process‣ Delivered project plan for implementing new reporting system that would automate report processing‣ Led and executed company’s first Business Continuity Plan with Hewlett Packard (HP)

• Managing a team of 10 consisting of business support teams: FX & Futures Support & Reporting, New Accounts, Online Trading and Sales Objectives• Management of all trading platforms and systems – IRESS, IPS, ETS, FIX, CQG, SAXO, IB, TWS, PARITECH• Management of all trading admin systems – IRESS, IOS & IOS+, CAST (CQG), IB, GBST, EVOLVE Reporting• Project Management and Business Analyst for new system development implementation• Team member development and support program including education of team responsibilities• Central liaison for Senior Management and external brokers for all trading technology systems• Support and education for entire company and all clients on Trading operations and products• Communication and Revenue Promotion lead for new BBY products

• IRESS & IPS Administrator for all Institutional & Retails clients• Front Office Trading platform support, education & system administration• New Business Development• International market exposure & support; ASX, SFE, CHI-X, APX, NYSE, DAX, S&P, EUROSTOXX, ASIA-PAC• Corporate action and stock transfer operations• Equity, CFD, ETO, FX & Futures platform, front office, applications and operational liaison• Back, Middle & Front office exposure for support and operations• Regular projects undertaken for new internal & external processes• Contact and liaison for all departments of the business including risk exposure, compliance, all advisers (internal & external brokers) and senior management.• Central relationship contact for third-party providers of trading platforms and majority of front office applications• Risk Management

FinHQ is the online client portal for clients of SFG (Shadforth Group) Australia Limited. FinHQ, launched in 2012, is the access point for SFG clients Share Trading, Personal Insurance, & Reporting function for client's to view their financial transactions and reporting in a safe, secured real time website.- Business Analyst for Microsoft Dynamics CRM & implementation into FinHQ Call Centre- Analysis of Business Processes, UAT & Data Integrity management & testing- Procedural review & documentation, User Interface and process design (Visio)- Analysis and testing of reporting processes that were to be implemented for online clients- Attended regular project meetings providing progress updates- Call Centre Management, reporting & client support services- Managing Client & Advisor communication- Provided Call Centre Management and Operations training to incoming staff- FinHQ Operations & Call Centre support and reference point- Stats collation & reporting- Regular client contact providing website & login support

Travelled and Volunteered with my wife throughout Asia (included managing complex itinerary and land border crossings!), ending in New Zealand for Rugby World Cup before settling in Australia.

- Northern European Customer service representative providing support and resolutions- First line contact Customer Service- Central liaison in escalation cases- Customer relationship building- Change management experience in Financial Services

Services conversion project at State Street Bank Luxembourg for migration of funds from well known Investment management company to State Street. First part of project began in dealing team and progressed onto a customer service/relationship management role addressing client's issues and being a first line contact for international clients.