Innovation and insights to enable growth.Accelex cutting-edge technology offers clients a richer and more complete picture of alternative investment portfolios. Empowering clients to make investment decisions with greater clarity and confidence, ultimately deploying resources more effectively to focus on generating returns and business growth.

Wealth Dynamix (WDX) is a leading provider of client life-cycle management solutions for the wealth management and private banking industries and is underpinned by the Microsoft Dynamics 365 platform. WDX solutions provide an end to end platform, helping deliver benefits throughout the whole client life-cycle, including addressing industry challenges around conduct risk and increased demand for levels of relationship management, client service and digital communication. By creating a unified 360° view of a client relationship across the firm, WDX solutions can significantly streamline client onboarding, enable proactive management of complex client and introducer relationships and improve the client/advisor experience. WDX is headquartered in London and operates across the UK, Europe and North America.

IHS Markit’s Trading Services group enables customers world-wide to generate ideas, analyze trading quality, and manage the process of evaluating, utilizing, and paying for research and other brokerage services.

CoreOne Technologies is a global leading provider of financial data creation, management and distribution services and solutions, used in the front, middle and back office by Asset Managers, Hedge Funds, Wealth Managers, Prime Brokers, Fund Administrators and Investment Banks.As a growing and expanding company, CoreOne Technologies seeks to increase the sophistication and caliber of what it produces, as well as provide limitless services that bring together people, product, well-honed process and proven technology in the delivery of leading financial data management.CoreOne Technologies is a truly global organization with operational centres in New York, London, Santa Clara, Bangalore and Hong Kong in addition to a managed global infrastructure with eight world-class data centers.* Regone Solutions - Leading provider of equity and option Rule 605 and 606 report processing for broker dealers, alternative trading systems (ATS), dark pools and exchanges Compliance Solutions* DeltaOne Solutions - Data and technology service provider for Index and ETF trading, research, information management and analysis.* VistaOne Solutions - Information management, reporting and distribution solutions for the financial services industry.* PrimeOne Solutions - Hosted prime brokerage, synthetic prime brokerage, securities lending and client reporting.

A company of the Boston Consulting Group, Expand provides unique decision-support services that enable the development, validation and execution of better business and technology strategies, allowing their global Capital Markets, Wealth and Asset Management clients to grow, compete and operate with increased effectiveness.Role: Partner – LLP / Chief Executive Officer – Inc.Main duties: Managing Director of the group, Chief Executive of the North American operation and one of the original founders of the firm. I have overall responsibility for a number of global lines of business and their associated revenue stream. These include Prime and Asset Servicing, Operations, Wealth and Asset Management. I also have responsibility for Expand’s North American operation headquartered in New York having relocated from London in 2005.I continue to have a very hands-on involvement with major client relationships and key sales activities particularly when new programs are in their development and launch phase.

Constellar is an acknowledged leader in the Enterprise Application Integration software market. Acquired by DataMirror in late 2000, now part of IBM.Role: Global Financial Services Sales Leader, European Sales Director.Main duties: Building a franchise within financial services. Consistently the firm’s top sales performer responsible for delivering $1m+ global engagements with clients including Citigroup, Deutsche Bank, Royal Bank of Scotland, The London Stock Exchange and UBS. Moved up in the organization to lead a global sales team focused upon financial services with direct sales resource in North America, Europe and Asia Pacific. Following great success with financial services, took over as Director of European Sales with responsibility for the entire sales organization in the region both direct and indirect.

FileNet provides Enterprise Content Management technology that helps companies make better decisions faster by managing content, optimizing processes, and enabling compliance. Acquired by IBM in 2007.Role: Financial Services Sales.Main duties: Responsible for UK financial services sales – direct and in partnership with major systems integrators including Olivetti and Cambridge Technology Partners. Secured major new client wins with NatWest Card Services, NatWest Capital Markets (both now part of The Royal Bank of Scotland) and GE Card Services.

Ingres is a provider of relational database technology and application development tools. Acquired by Computer Associates in 1994.Role: Pre-Sales Support, Financial Services Sales.Main duties: Working within the financial services sales organization providing pre-sales support to the direct sales force. This involved delivering sales presentations, product demonstrations, articulating product direction and writing proposals. After 18 months I moved into the direct sales organization achieving target in my first year. Key clients include ADIA (Abu Dhabi Investment Authority), Hoare Govett (now part of Bank of America Merrill Lynch) and NatWest Capital Markets (now Royal Bank of Scotland).

Application Development / Business Analysis – a number of permanent and contract positions through this period ultimately ending up with a strong Capital Markets application development focus and experience.Role: Software Application Developer moving into Business Analyst.Main duties: I began my career as a programmer at Lloyds Register of Shipping delivering management reporting applications. I then spent time in application development at The Welcome Foundation before making the move into financial markets at the International Commodities Clearing House (ICCH, now LCH). At ICCH my focus, as a senior developer, was the delivery of a margining system as part of the main member clearing platform. My last development role was that of business analyst at UBS Investment Bank delivering a significant project to enhance a Cash Equity trading platform to handle Equity Options.