Responsible for the UK's Open Banking Technical (including security), Customer Experience and Operational Standards, together with the ongoing maintenance and development of conformance tools and the delivery of associated certification processes. Additionally, representing OBL externally at events as well as providing associated content for publication and social media.

After having a wonderful and relaxing sabbatical it is time to rejoin the real world. Ideally looking for a challenging role helping one or more financial services technology (FinTech) companies change to support the next phase of their growth by applying more than 30 years of experience in doing just that.

Headhunted by founder and CEO to set up and run the company's 1st commercial operations outside the US. Responsible for all day to day sales, pre-sales, services and financial performance in addition to direct management of team members. Member of the senior leadership team.• Built team to 16 to support sales growth and outsourced the payroll function• By 2013 the region was contributing 40% of global revenue• Initiated wholesale re-vamp of the company branding, website and approach to PR• Engaged 3rd party design and PR companies in long term stable relationships• Initiated MEA operations by creation of a sub-office in Dubai and hiring a regional manager• Initiated a revamp in global use of Salesforce• Created a formal evaluation licence procedure and legal terms• Conducted reviews of all NDAs and contracts• Primary media contact for the company, participating in video interviews, , webinars and authoring thought leadership articles and white papers on the adoption of message standards• Represented the company at conferences such as SIBOS, EBADay, FIX and engaged external stand designers, customers and prospects• Participated in ISO 20022 RTP Technical Working Group defining rules for the use of payments messages in Real Time Payments• Worked closely with Payments UK feeding in to their outreach programme to external stakeholders• Presentations and panel participation at industry events such as SWIFT Standards Forum at Sibos, EBADay and Payments Innovation Summit on topics such as ISO 20022, SEPA, Open Banking and the challenges of adoption of message standards• Participated in ISO 20022 CSDR Technical Working Group • Co-chair of the technical working party of ISITC Europe promoting standards in the Securities Industry• Helped design the company's solution for transaction regulatory reporting covering MiFID II, SFTR and CSDR based on ISO 20022• Initiated global management strategy off-site meetings• Directed 3 office moves to accommodate growth

Progress acquired Iona Technologies. Roles and responsibilities were as per previous role at Iona.

Iona Technologies acquired C24 Solutions and I remained with the acquirer primarily retaining the same role and responsibilities as with C24 with regards to the management of the standards team and contribution to the pre-sales process.• Successfully delivered commitments as per the 12 month earn out criteria• Trained the sales, pre-sales and services teams globally on the IO product which was renamed Artix Data Services (ADS)• Helped grow the ADS revenue streams working closely with the sales teams

Co-founded C24 to bring cutting edge Java technology to the FinTech integration space. This was achieved by bringing the Integration Objects (IO) toolkit to market from concept to first live client within 18 months. Operational responsibility for maintaining relationships with SWIFT, ISO, OMGEO, CRESTCo (Euroclear), ISMA, FPL/FIXTrading and other standards bodies. Involved in the Sales and Pre Sales process in addition to the fiduciary duties of a shareholding Board Director such as regular reviews of company BS & PL and Cash Flow.• Grew the company into a successful business with more than 20 clients across the globe including major banks, buy and sell side firms and software companies.• Brought the company to a successful multi-million dollar trade sale to Iona Technologies who were a client• Primary responsibility for defining the message models in IO and their corresponding business rules for SWIFT ISO 7775, ISO 15022, ISO 20022, SEPA, CREST, FiX, OASYS Global, Fedwire, CHIPS, EBA and EDIFACT.• Created thousands of JUnit tests to continually ensure compliance• Grew the standards team to 4 people• Created a testing team to ensure core product quality• Worked closed with SWIFT on the creation of a new Ready label (Messaging Data Services)• Fed back into the ISO 20022 process on the very first versions of the pacs and pain message categories• Undertook consultancy and project management assignments: Project managed the migration from ISO 7775 to ISO 15022 for a global German prime broker Project managed the implementation of the Dovetail Payments system at a major global Swiss bank Acted as lead EAI specialist advising a major global French bank on new integration architecture and tools Helped a global French banking group define requirements for migration to SWIFTNet based services and consolodate from 90 connection points to just 3 across their entities Project managed an SAP to Retail Point of Sale system integration for a large UK retailer

After conducting a Services review as a consultant whilst at C24 a new role was created within the company to enable the extensive list of recommendations to be implemented. The role was responsible for all Implementations, training and support of the Company’s extensive product portfolio. Key initiatives that were introduced were:• A formal Project Management and implementation methodology.• Selection and implementation of a time recording and billing system that provided utilisation figures for the first time in the company and highlighted many historic gaps in effective services estimation and actuals.• Instigated formal weekly reviews with Development and Product Management• Instigated formal Services quotes for the Sales team• Introduced major changes to the company’s appraisal and bonus scheme• Acted as Project Director on all major EMEA projects

Following the acquisition of Braid by NASDAQ listed TSI who very shortly after, re-branded as Mercator, I assumed global responsibility for FS Pre-sales. The company was servicing many other verticals so a management team role was created to give FS the focus it required.• Assimilated all existing FS focused pre-sales resources expert in the Mercator integration toolkit from all global offices into the former Braid team• Helped to rationalise the product bid process to differentiate between the Mercator and Messenger product lines that had significant overlaps• Participated in the global management team• Selected for the Presidents Club trip to Mexico in recognition of contribution to the sales teams

Created a new board level role after identifying that the Pre Sales process and expert participation had been sourced by professional services resources with resultant resourcing and commercial conflicts between Sales and Implementations. This was identified as a key part of the Sales process that needed to be addressed in order to support fiercely driven Sales targets ahead of an intended IPO or Trade Sale. • Created a centre of business, product and technology expertise to support the Global Sales teams. Targeting the STP and Messaging, Matching and Reconciliation requirements of Wholesale Banking , Payments, Investment Manager, Broker/Dealer and Custody organisations• Grew the pre-sales consultancy team from 0 to 6 in 12 months primarily through recruitment• Implemented a bid review process with the Sales managers and introduced standard response and proof of concept methodologies• Functioned as the Senior Solution Architect within the Financial Services division of the company• Selected by global Sales team to qualify for the Presidents Club incentive trip to Mexico, reflecting successful involvement in securing major sales.• The team supported the largest growth in sales and opportunity win rate inthe history of the company through high quality RFP responses, demonstrations, presentations and subject matter expertise.• Functioned as the Senior Solution Architect within the Financial Services division of the companyDuring the time prior to acquisition of Braid by Mercator Software (TSI as it was at the time), revenues of the company increased from £2.8m to £14m with a profit margin of around 10%. As a Board Director, I was involved in the process of talking to market analysts and Investment Banks during the 12 months leading up to the trade sale.

Created a new board level role after identifying that product quality was proving a barrier to increasing Sales due to lack of clients willing to act as references and was increasing maintenance costs. Assumed responsibility for entire product range, Messenger (Messaging and Integration), Gemini (ETC and FX matching, Stock and Cash Recs) and Nimbus (Liquidity Management for RTGS)• Introduced product change control system • Formalised product version and release control• Implemented a product rollout plan• Implemented a plan to bring all documentation up to date• Created a Custom Development department to increase responsiveness to client requirements • Created a dedicated testing team that implemented testing methodology and metrics• Grew the division’s head count from 5 to 30.• Maintained company’s ISO 9001 Quality Certification• Conducted the business analysis for product implementation of ISO 15022

Initially tasked with the creation of a Consultancy division for the company but was offered the position of Customer Services manager after a few months due to the incumbent relocating to Australia to set up Braid offices in that country. Subsequently promoted to the Board as Operations Director within 18 months with Global responsibility for all Implementations, Training and Support • Introduced a global 24x7 application services function to the organisation servicing more than 400 financial services and corporate clients using Braid Messenger; an EAI platform for integration with SWIFT, Telex, Fax, Oasys Global and other proprietary messaging standards. • Created a dedicated support and training team Achieving a top three placement in the annual Help Desk User Group Awards.• Oversaw the Braid User Group.• Grew the implementation team from 8 to 40.• Hands on Project Management of complex integration projects• Project Directorship of up to 16 simultaneous projects with combined services budget of £3M• Initiated and chaired the Braid CREST advisory board consisting of clients and prospects• Successfully directed the implementation of 7 simultaneous CREST implementations which all went live on the first day of CREST Operations. These included at the time, the largest broker – Merrill Lynch International, largest Custodian – Lloyds Bank Securities Services and the largest Registrar – Lloyds Bank Registrars• Introduced and implemented project management methodology• Introduced and implemented standard documentation• Introduced and implemented time recording methodology• Introduced and implemented project accounting• Introduced and implemented an Internal Systems support department.• Introduced and implemented a standard appraisal system for staff• Managed substantial capital investment in tools to support all of the above

Head hunted by a founding director and board member to initially manage the outsourced error fixing team retained by IBIS to address the defects that I raised at Bank Handlowy in the SWIFT Message Processing System. Subsequently:• Responsible for major clients in the role of account manager and part of the company's management team. • Provision of project management, estimating, design and development of Midas/ABS Release 10 customer enhancements, primarily in the Lending, Dealing and Securities modules. Leading a team of 6 ABS developers.• Conducted business analysis for and specification of a bespoke confirmation matching system for a Japanese bank. • Management of the development of a new SWIFT message handling and generation system for a major Polish bank. Involvement from the original business analysis in the treasury, retail corporate and trade finance sections of the bank, and cost benefit justification via a recommendation report, through to final delivery and post delivery support. • Assumed the role of product manager for the message handling system and conducted presentations and demonstrations to prospective clients. • Liaison with SWIFT to ensure appropriate vendor registration. • Production of project related P&L statements for discussion with the board • Initiation of contact with a major financial software supplier that in the first year acting as their Account Manager generated of over £300,000 of new business.

Head hunted by a board member to manage the testing and implementation of the IBIS SWIFT Message Processing System at Bank Handlowy w Warszawa. Based permanently in Warsaw and working closely with the bank's Head of Payments. Main areas of responsibility were:• Project Management• Business analysis• Project reporting and tracking with PMW (Project Management Workbench)• Training Payments department staff• Vendor liaison• Identification of more than 500 functional defects in the software

• Joined as Graduate Trainee RPG programmer• Initial development projects included Release 20 and 21 of Midas covering all modules of the international banking system. Subsequently involved in Forward Rate Agreements and Interest Rate Swaps and Futures and Options module developments. • Seconded to training division after 18 months to conduct 3 month RPG/CL training course in New York office for 10 IT Graduates • Set up the Payment and Communications error fixing team in Central Product Support and as support manager had a team of 7 programmers covering SWIFT, Telex, Confirmation Matching, Nostro Reconciliations and Microfiche modules. Team consistently outperformed all others in the division.• Also served as an after hours service technician from 1987 to 1990 which involved over the phone and sometimes on site visits to support client's Close of Business problems. • Moved to the Consultancy division to set up a Payments and Communications area utilising the skills and knowledge gained within the Support department to enhance the sales process with respect to demonstrations and RFP responses and the post-sales process during implementation• Implementation, training and troubleshooting of SWIFT ST200 and ST400 interface devices• Promoted to Senior Consultant with a team of 4 Consultants. The majority of this work was delivering project management, business and technical analysis in addition to training on Messaging and Payments related projects carried out in Continental Europe, Scandinavia, U.S.A. and North Africa. A wide knowledge of regional requirements especially in correspondent banking was gained. In addition a significant part of the role was in supporting the Sales teams throughout the organisation.• Selected by UK Sales team to qualify for the 110% Club reward week trip to Kenya in recognition of outstanding contribution to the sales teams.