David Roy Email and Phone Number
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Digital Transformation | Global Product Strategy | Product Design and Development | International Program and Project Management | System Selection and Implementation | Fintech Evaluation and Integration | Data Management | Banking TechnologyI have 25 years of experience in the financial technology industry in the UK, Asia and the U.S.A. working as a program/project manager, product manager, consultant and business and technical SME with global in-house development teams and vendors in private banks, asset managers and retail banks as well as in entrepreneurial FinTech companies and technology consultancies. I look at technology as a tool for the Business to enhance their efficiency, effectiveness and productivity and strongly believe in letting the desired business use drive the technical design and not designing solutions just because of the currently available, or desired, technology. This viewpoint has been formed over years of hands-on experience working with business users to determine their requirements and then designing, developing, evaluating, implementing and supporting financial applications in financial services companies and software providers across the world.I saw first-hand the obstacles that hamper the investment management industry, especially when trying to make sense of the vast amount if information available to find the most appropriate investment opportunities and then trying to match those opportunities with suitable clients. In most organizations these days, this predominantly a manual process. Designing and building solutions to simplify and streamline this process is valuable for the industry and one that, with my knowledge of both business and technology, I helped bring to life in both AG Delta and JP Morgan and will continue to do this in my new role in Citisoft.
Citisoft
View- Website:
- citisoft.com
- Employees:
- 75
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DirectorCitisoft Jun 2022 - PresentLondon, England, United KingdomCitisoft solves complex technology and operations challenges for the investment management industry, leveraging our deep consulting experience and 30-year history of project success. -
Sr. Engagement ManagerAmazon Web Services (Aws) Sep 2020 - Apr 2022Hong Kong SarLead AWS consultants, partners, and client teams to manage and deliver AWS cloud products and services. Plan, organize, and manage all phases of the project lifecycle to ensure successful delivery while also actively looking for ways to improve process efficiencies and effectiveness. This includes developing and managing project roadmaps, governance plans, project and resource schedules, team goals as well as defining success criteria and project milestones. Responsible for AWS project financials and stakeholder management. Certified Cloud Practitioner.
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Principal ConsultantGo Consulting Ltd May 2020 - Sep 2020With offices in the USA, Hong Kong and Japan, Go Consulting helps clients improve decisions, sharpen thinking and drive execution. Principal Consultant working on a flexible contract providing niche expertise for specialized transactions globally. Focused on the financial services industry.
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Managing Director, Product Strategy And ManagementAgdelta Jun 2018 - Dec 2019Hong KongManaging Director and Management Committee member in AG Delta, an entrepreneurial Asia-based B2B2C FinTech company where I focussed on the development of transformational digital solutions for the wealth management industry. My main product was the company’s cloud-based, multi-tenant, “Digital Wealth Platform”, that links the creators of investment opportunities, ideas and information, with the consumers of that intellectual property. I have seen first-hand the obstacles that hamper the investment management industry, especially when trying to make sense of the vast amount if information available to find the most appropriate investment opportunities and then trying to match those opportunities with suitable clients. In most organisations these days, this predominantly a manual process. Designing and building a solution to simplify and streamline this process is valuable for the industry and one that, with my knowledge of both business and technology, I helped bring to life. -
Executive DirectorJpmorgan Chase & Co. Aug 2015 - Mar 2018London, United KingdomProduct Manager and Program Manager in the Private Bank for a multi-year, multi-million dollar transformational project as part of a global program of work to re-design and re-build the tools and workflows that enable Client Advisors and Traders to maximize revenue by effectively linking market opportunities with client information to identify and execute trading opportunities in a rapid, easy to use and easy to understand way on a global basis. -
Vice PresidentJpmorgan Chase & Co. Jan 2012 - Aug 2015Hong KongVice President at JPMorgan Chase & Co International Private Bank. As the Asia Brokerage Technology Lead, built and managed a multinational Technology team based in Hong Kong and Singapore that supported 100+ traders and client advisors and delivered 20 regional and global projects covering all asset classes as well as regulatory and risk control. -
Director, Business ConsultingSapient Global Markets May 2010 - Dec 2011Director, Business Consulting. Focused on the development of Sapient’s Investment Management practice in Europe through a combination of managing Sapient teams at key customers, generating more business at existing clients as well as working as a full-time on-site consultant at Fidelity International performing a Charles River IMS proof of concept and then implementation -
Management ConsultantCitisoft Oct 2004 - Mar 2010Provide specialist technical and business knowledge and skills to Citisoft clients in the areas of programme and project management, business analysis, application evaluation and implementation, reference data, systems integration, application and architecture design, testing and investment compliance. -
Product ManagerLatentzero Jan 2002 - Oct 2004Responsible for defining the strategic direction of the Sentinel compliance application. Initiated, designed and managed the development of new functional enhancements. Also provided specialist knowledge on the system and business operations.
David Roy Skills
Frequently Asked Questions about David Roy
What company does David Roy work for?
David Roy works for Citisoft
What is David Roy's role at the current company?
David Roy's current role is Director at Citisoft UK.
What is David Roy's email address?
David Roy's email address is ro****@****o.co.uk
What skills is David Roy known for?
David Roy has skills like Business Analysis, Asset Management.
Who are David Roy's colleagues?
David Roy's colleagues are Bradley Edwards, Harriet Roden, Daniel Senkler, Darren Coleman, Paul Mcinnis, Ryan Gardiner, David Yardley, Pmp.
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