- Working with a select number FX, CFD and Payment Firms - Providing advice and guidance on a broad spectrum of topics including: - FCA Applications - Sales and process optimisation - Systems, tools and software selection and enhancements - Liquidity management - Compliance and risk - Budgets, forecasts and business plans

- Responsible for a full scope (£750k) FCA application- Member of the Board + Shareholder, Regulator, and 3rd Party Provider Liaison- Established a full document suite including RBP, ICARA, Compliance & Risk Frameworks (compliant with new CD rules), Financial Budgets, HR Policies and more- Sourced, opened, and managed all Banking Relationships in the UK- Sourced and engaged with all liquidity and technology vendors for the UK entity- Negotiated more favourable terms with liquidity and technology vendors for group- Designed and implemented an optimised customer acquisition journey- Undertook a review of all customer facing departments to identify areas of inefficiency or noncompliance with regulatory and/or internal rules and regulations- Carried our personnel evaluations on key members of staff throughout the group- Key CRM optimisation Influencer- Engaged with new providers to create a more robust offering- Recruit, mentor and monitor a number of staff across the group

- Responsible for a full scope (£750k) FCA application- Key Advisor to the Groups Senior Management Team and global growth strategy- Responsible for the recruitment, management and development of commercial staff across the group including sales, customer services, marketing and B2B teams- In charge of budget preparation, OKR/KPI distribution and the monitoring of front office staff performance against target across multiple offices and jurisdictions- Frequently travelled to global offices to attend strategy meetings, staff evaluations, training, and mentoring sessions- Analysed key sales and marketing data to identify areas of weakness/drop off in the customer /sales cycle and remediated with appropriate optimisations- Identified new target markets for local launch evaluation and regulatory acquisition- Key stakeholder in the product development roadmap and launch process- Implemented a customer feedback strategy to allow for SWOT analysis of the data- Designed and deployed a streamlined customer journey, client portal and website- Upgraded the UK firms full document suite, including all application and operational business plans, financial forecasts, compliance/risk/HR frameworks- Responsible for extensive interactions with the FCA relating to the UK application and wider group activity- Member of the Compliance and Risk, Client Money and Best Execution Committee- Represented BD Swiss at a number of HNW and Industry Events

- SMF1 & SMF3 – FCA regulated €125k Firm - Prepared and submitted a successful application to the FCA for a €125k license - Full document suit creation including Compliance, HR & GDPR documentation - Complete oversight of all day to day running of the UK Entity

- Rearchitected entire Salesforce CRM - Optimised the client lifecycle, automated journeys and sales processes - Prepared and facilitated sales training program - Negotiated terms with new & existing providers - Upgraded client communication channels including phone, chat & SMS - Sourced acquisition targets for expansion into EU - Various ad hoc projects

-CF1, CF10, CF11 & CF30 for FCA regulated €125k firm-Successfully obtained FCA approval for VOP to €730k firm-Oversee the effective running of all areas of the UK business -Set high level business and detailed departmental strategy -Budget and Forecast setting in line with group objectives-Recruitment of all staff within the business-Responsible for the growth of UK revenue, sales target setting and attainment-Developed the marketing strategy and worked with agencies to roll this out-Oversaw the upgrade of the IT infrastructure including all trading and BAU systems-Put in place correct CASS procedures, daily PnL reporting and other key financial MI -Worked with compliance to ensure the firm meets all its regulatory requirements-In charge and actively involved day to day in all areas of operations

- Provide Consultancy services to FCA regulated FX, CFD and spread bet brokers- Set up and optimise sales policies, processes, procedures and teams- Source and set up IB’s, White Labels and media partnerships- Responsible for book of business trading over 2y per month- Actively manage relationships with LP’s, Bridge and Tech providers- Specialist in MT4 admin, manager and integration process management- Daily PnL, Client Money and EMIR transaction reporting

- Setting up from scratch a Binary Options white label- Recruit and train sales, marketing, back office staff in UK and Cyprus- Determine policies & procedures for all areas of the business- Set targets for all areas of the business- Plan, project manage and execute roll out of all areas of start-up project- Build new website, e-mail templates, on boarding flows & education material- Set up payment service providers, client bank accounts, phone and CRM systems- Source affiliate’s (IB’s) and negotiate CPL, CPA and rev share deals- Actively involved in closing and account managing new business

- Closing & Managing Institutional prospects over the phone and face to face- Evaluating existing IB base with a view to increasing revenue by re-educating them on the full Saxo proposition- Project managed clean up of IB & WLP details in CRM system- Creating and updating marketing collateral

- Recruit, manage and motivate outbound Sales Team- Increased Conversion rate of team by over 20%- Doubled number of clients closed and new AUM per month- Work with Marketing and Finance Director to set targets, KPI’s and sales strategy.- Training sales team on product- Identify high yielding customers and extend client lifecycle in conjunction with trading desk- Ensuring leads and customers are appropriately allocated across Sales Team- Communicating & eliciting feedback from our highest value customers- Management of Budget including staffing incentives, promotions and associated retention costs- Reactivation of dormant customers- Work with marketing to increase brand awareness and referral business - Deliver weekly, monthly and quarterly reports to the business- Conduct performance reviews

- Closing HNW Private, Corporate and Institutional prospects over the phone and face to face- Maintaining relationship with client after initial funding through pro active - high touch service offering and monitoring of clients activities.- Quickly and accurately evaluate clients needs and suggest suitable products to trade- Educate clients on suggested products including FX, CFDs, Stock, ETFs, Futures, Bonds and trading platform- Excellent at building rapport to ensure initial confidence of client and longevity of the relationship.- Consistently exceed target and out perform colleagues- Opening trading facility’s including compliance checks + risk assessment- Executing Client trades and orders

- Training new starters and junior members in the team on market knowledge, sales techniques, FX tools and closing business- Establishing clients needs in order to offer tailored FX strategies, depending on their trading pattern and industry sector- Selling spot and forward deliverable FX and market making prices for end clients- Building long lasting client relationships through excellent communications and attention to detail- Writing morning reports- Ongoing courtesy calls to develop relationship and to identify further business opportunitiesSingle point of contact for guiding clients through account opening to FX sale close

- New business development within an expanding area of the business targeting blue chip corporations to SME’s- Cold calling and warm calling prospects with a view to securing appointments for external sales, following up from appointments providing quotations and further information until the close of the sale- Building relationships with new customers to secure future business with them