Financial advisor and money expert for mortgages, protection, pensions and investments.A simple, no jargon approach to achieving your money goals and needs.

MyMoneyPlatform disrupts the financial services industry by automating the role of the financial broker. We reduce costs by automation, increase sales by enhancing the customer experience and promote better inventory management of customers. The fear for financial advisers is that there is a surge of online options offering digital access to money management, keeping in-line with the demands of today’s tech-reliant consumers. MyMoneyPlatform is comprehensive software that is tailored for the broker to allow them to compete digitally.

Lecturing a MSc as well as a HDip in Business Strategies in Cloud Computing

• Operate collateral management for 30 portfolios of derivatives across 17 Funds• Resolve margin calls on derivative portfolios – Swaps, Options, Forwards and Repos• Interact daily with OTC trade capture, Pricing, Fund Accounting and Client Services• Deliver daily Key Performance Indicators as requested by the clients• Monitor and manage the Prime Brokers’ accounts to meet the client’s liquidity requirements• Estimate the cash requirement on Currency Forwards funds-using FX rates, IAs and Mark to Market values• Negotiate and reconcile portfolio valuations with all brokerage firms on a daily basis• Develop users tools in excel to calculate margin calls incorporating the terms agreed between the parties• Comply with the SAS 70 certification requirements of auditing standards

Worked in a predominantly sales role in this tech firm. Through calls and webinars and retargeting strategies I pitched and sold to large multinationals and independent publishers on a daily basis. I was also responsible for redirecting the company's marketing plan to predominantly inbound rather than outbound as well as maintaining SEO, Adword campaigns and AB testing. 3D Issue provides a digital magazine software and boasts clients such as Google, McGraw-Hill, Nike, Verizon, Sony and National Geographic.

- Presented to groups of public sector workers every day, collecting leads. - Performed a full financial review for them and their partners. - Dissected all monetary incomings and outgoings of the household - Advised and sold clients on pensions, investments, salary protection and tax.

Dealt with customers at front desk every day. - Managed smooth day-to-day operation of the office - Marketed to potential clients. - Controlled cash flow in and out of office and also managed bad debt