Werner Wealth is an Associate Partner Practice of St. James's Place Wealth Management providing a wide range of bespoke wealth management services.The Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representativesWerner Wealth is a trading name of Werner Wealth LtdSJP Approved 23/1/2024

Business Manager for Risk IT responsible for:- Financial Management- Recruitment- Vendor Management- PMO/Governance- People Development/Talent Management- Communications

Vice President in the Finance & Business Management organisation. I worked as the Global Cash Equities Technology Business Manager. My responsibilities included:• Reporting to both the CTO and CFO for Global Equities, Futures & Options and Prime Brokerage, establish new frameworks for this new role including robust & transparent governance & control structures, performance measurement and full responsibility for all financial management, reporting and planning.• Finance lead for overall financial management for the Global Cash Equities technology business including direct & indirect expenditure, expense controls & analysis, productivity initiatives (headcount & non-headcount related initiatives), production & ongoing improvement of reporting capabilities ($175m).• Partner senior technology management in strategy development aligning technology delivery with financial, governance & control objectives.• Partner the Head of the Cash Equities Front Office and Business Manager aligning Front Office drivers with Technology investment spend portfolio to maximise return on investment.• Ensure transparent communication strategy with the global Cash Equities senior management team.• Manage annual end-to-end global budget planning cycle including development of the plan, prioritisation with stakeholders, headcount & expense planning and communication with respective global business heads and CFOs.• Facilitated resourcing strategy (including location strategy) and organisational design across the teams within the organisation.• Managed global finance team with resources located in New York, Hong Kong & Sydney.

Management consultant specialising in business management and PMO activities. I spent a significant proportion of my time working on several projects at JPMorgan during my time at UMT. I also worked on several projects at Nationwide Building Society, specifically in the Fraud Special Investigations department looking at solutions to rationalise the analysis of available data to prevent cheque/card/ATM and Online fraud.

• Managed R30m portfolio of high net worth clients across all sectors.• Focus on providing customised lending facilities to enhance value adding opportunities for clients. • Partnered with the asset management group, assisted clients in choosing suitable investment products and strategies based on a continuous risk assessment process.

• Responsible for the strategic direction of sales & marketing for all currency derivative products and providing hedging strategies to leading banks, institutional investors, corporations and medium to large companies.• Performed detailed product analysis, product development and risk analysis for leading corporate companies and institutions as well as detailed sales presentations on various hedging strategies.• Supported senior FX option traders in their day-to-day trading activities, including impact/scenario analysis from future Volatility, Gamma, Theta and Vega movements.• Implemented a detailed FX derivatives training program for all Nedcor staff.