Edgefolio is an alternative investments platform for investment banks and asset managers, streamlining investor connectivity, simplifying fund distribution and enhancing capital raising.

Allica Bank is a commercial bank and one of the UK’s fastest growing companies. I joined in an interim role, leading Data Analytics for a core ledger migration from FMS to Mambu. This was a hands-on leadership role using SQL Server, Azure Data Factory and Metabase.Key achievements: - Lending ledger migration: Collated requirements from all teams including accounts, arrears and collections, finance and regulatory reporting. Defined analytics and engineering tasks, led reconciliation, stakeholder sign-off and switch-over. - Cross business: Created new cross-business analytics data model, aggregating disparate sources across the bank including lending and overdrafts, providing a total view by customer for exposure management, regulatory reporting and automated approval decisioning. - Analytics data modelling: Established new analytics engineering models for Lending and Cross-Business, rationalising report logic to improve performance, maintainability and quality. - Data management: Established data governance. Created data catalogue for Lending, agreeing field definitions with stakeholders. Conducted PII classification and managing GDPR across environments, introducing quality monitoring and improving support processes.

Titanbay is a B2B2C alternative investments platform for wealth managers and HNW investors.I led the build and launch of a new alternative investments platform for wealth managers comprising Investor Portal, Fund Operations, Client Advisory and Platform Integration.Key achievements: - Product Vision and Roadmap: Established target customer segment, key features and delivery milestones, focused on investor experience and robust operations for larger wealth managers. - Delivery Capability: Rapidly expanded the team from 20 to 50 using a mix of permanent, contract and consultant resources. Established delivery lifecycle, management and governance. - Launched New Investor Portal: Define key features and minimal scope. Led go-live and hyper-care workstream, establishing customer feedback loop and key product metrics. - Launched New Fund Operations Platform: Create service blueprint of key user journeys and operational processes. Defined platform requirements and logical architecture. Conducted build/buy analysis and vendor selection. Led Information Security work stream. - Launched New B2B2C Platform for Wealth Managers: Defined target customer profile, identified foundation clients, defined standard platform proposition and MVP with white labelling and front-to-back integration for sales, operations and compliance.

Mobysoft is a B2B DaaS provider of predictive data analytics and AI solutions for social housing.I joined before their second investment round, tasked with protecting and significantly growing core product revenues and leading a major new product launch to expand addressable market.Key Achievements: - Grew product revenues by 50%: Established core product roadmap, prioritising add-on modules for short-term growth and enterprise customers for long-term growth. - New AI/NLP product launch: Major new product launch to expand addressable market, led rapid prototype build and then product refinement, working heavily with foundation clients to integrate with their systems and processes to achieve demonstrable ROI. - New Data Capability: Grew existing product and engineering team from 15 to 30. Created data science team to improve core product performance and create new insight products. - Private Equity Transaction: Participated in the successful sale from Livingbridge to ECI. Presented on product strategy & delivery, supported commercial & technical due diligence.

Led Global Markets Distribution Technology, encompassing Client Data & Analytics, CRM and Sales Tools, part of Neo, a major bank-wide digital transformation programme. Supported sales teams in growing client revenues and profitability through insights, optimisation and productivity tools.Directly managed 10 product managers, analysts & designers with a technology team of over 100.Key achievements: - Established vision and strategy: Working with business partners across the bank, established vision and strategy grounded in process optimisation and data-driven actionable insights. - Launched new CRM platform: Over 4 years, designed, built and launched a new Global Markets client management platform for 8,00 staff globally. Led additional projects for account managers, capital introductions, alpha capture and structured products deal pipelines. - Self-service analytics: Introduced self-service analytics focused on revenue, wallet share and profitability. Expanded programme to include data quality and new business area specific insights, dramatically increasing information availability and data driven decisioning. - Revenue attribution, resource allocation and sales performance: Multi-year data analytics programme to optimise client resource allocation, attribute client revenues and measure team performance and. Expanded across the bank and adopted by finance for tax calculation. - Client reference data: Worked with finance, operations, legal and risk on reference data alignment including client profitability, KYC/AML, cross-border monitoring and MiFID II.

ICAP Equities was a new brokerage that grew to 150 employees and $50mn revenues in 2 years.Leading Product and Technology, I built a team of 20 and rapidly delivery several major projects across research, sales and trading.Key projects include: - Portfolio Trading - Full portfolio trading product suite including Pre-Trade Analytics portal for clients and traders to manage market risk and impact through analysis, hedging, segmentation and strategy selection; Trader Workbench based on Fidessa BEAM and OMAR client APIs with Bloomberg market data; Transaction Cost Analysis (TCA) with streaming data warehouse, using Fidessa Reliable Data Stream API. - Apollo Quant Analytics – Risk/return valuation engine and data analytics portal for fund managers, highlighting relative performance and trends over time. The calculation engine uses third party price, fundamental & consensus market data from Bloomberg and FactSet.

Execution was a UK stockbroker, later acquired by Banco Espirito Santo.I led a digital transformation programme and built a delivery team that combined onsite, offshore and third-party resource to rapidly deliver on three major programmes: • Research - Developed a new content authoring and distribution platform. • Sales - Introduced Microsoft Dynamics CRM for account management. • Sales trading - Developed a workbench with recommended content and interest matching.The resultant technology platform was subsequently acquired by ICAP.

Product manager and delivery lead for SaaS based collaboration and BPM software in commercial insurance. Developed new BPM platform and B2B web services based on service oriented architecture. Introduced continuous integration to improve SDLC.

Solidsoft was a bespoke consultancy and Microsoft Gold Partner, focused on Digital Transformation and Enterprise Integration, now part of Cluster Reply UK.Key engagements: - Lloyds TSB CF: Architect and Dev Lead for FirstCheck, credit reference enterprise web services (https://news.microsoft.com/2002/01/14/) - Microsoft UK Government Gateway: DevOps Lead and Transaction Engine Dev Lead - Experian: Enterprise enterprise web services, BizTalk, .NET/J2EE bridge onto mainframe.

Onsite at Microsoft, via Solidsoft, for 3 phases of the UK Government Gateway: - Phase 1: DevOps Lead, created deployment components for IIS, COM+, MSMQ, BizTalk and AD - Phase 2: DevOps Lead, extending phase 1, created fully automated deployment pipelines. - Phase 3: Transaction Engine Dev Lead, working on high performance core in C++.

Winterthur Life was an insurance company later acquired by AXA.Key achievements: - Business Analyst for new Fund Administration Unit Pricing and Buffer Matching platform, enabling the company to double its fund selection in 12 months - Project Manager for Financial Advisor Fund Portal and Fund Factsheet automation, driving new business and reducing costs in preparation for stakeholder pensions.

Personic was a global provider of workforce and talent management solutions for over 45,000 professionals and 600 organizations.Leading a team of four analyst programmers: - Launched new CV Bridge product: Extracting personal details, career history and key skills from CVs - Launched new Location Search product: Using geospatial data to find candidates and roles based on location. - Product customisation: Created product extensions including reports and event triggers for larger clients. - Data migration: Managing all data migrations for all new clients.