Led workstream in overall program of pension operations migration from HSBC Trustee to MUFG. Identified changes in operations and impact to >70 companies and >150,000 members. Developed and executed the corresponding client communication and training strategy.

Built and executed APAC change agenda; led complex change delivery.(promoted from Associate Director in 2021)• Business management, focused on integrating change with management agenda - Developed annual APAC project pipeline and associated budget - Represented change function in management forums - Evangelized change methodology and disseminated training (e.g. AGILE, risk management). - Managed team of 6 change managers and 1 BA in China, Hong Kong, and Singapore.• Select examples of complex changes delivered. - Built asset management company in China. Developed and implemented platform and outsourcing strategies. The AMC went live in 2022 and has since amassed US$800mn AuM. - eMPF implementation. Revamp operations for US$7bn+ of AuM. - TA optimization for SICAV fund (US$100bn+ AuM). Identified and mitigated impact for APAC clients. - Set up a HK-domicile unit-trust umbrella. - APAC regulatory change : (Japan) Enhanced investment delegation oversight; (Taiwan) Anti-dilution fee implementation; (China) Cross-border personal data transfer; (HK, Taiwan, Singapore) Operational Resilience.• Key tech products and 3rd party service providers deployed in projects. -Tech : Charles River Development (trading), MSCI Barra (performance, risk), Hundsun (China asset management application suite), Triton (trade execution) - 3rd party services : Fund services (FA, TA, custodial) in Hong Kong, mainland China, Taiwan, Japan (trust bank), Luxembourg (SICAV fund ranges)

Executed projects covering Group Investment team and 9 APAC offices. Managed technology vendors.• Select examples of complex changes delivered. - Implemented order management system (Bloomberg AIM) for all 10 locations. - Outsourced derivatives operations for Thailand, Hong Kong, and Singapore. Completed in 12 months. - Built datawarehouse covering US$150bn+ of assets integrated with systems in 9 months as scheduled. - Implemented performance attribution, risk management and counterparty matching systems group-wide• Technology management. Set up governance and oversight in management of the largest technology providers, and internal technology team.• Key tech products and 3rd party service providers deployed in projects. - Tech products : BBG AIM (trading), BBG Port (performance attribution), BBG POINT (performance, risk), BNY Mellon EAGLE (data warehouse), DTCC Omgeo (trade matching) - 3rd party services : Fund services (FA, TA, custodial) in Hong Kong, derivatives servicing in APAC markets

Private equity buy-side analysts. Valued investment targets and identified opportunities for operational and financial improvement to further enhance company value.Projects included :• Cost-cutting for a Russian bank• Developed business case for a general insurer in Malaysia; identified revenue-growth opportunities

Reviewed business plans and identified improvement opportunities for investment and private bank.Projects included :• Business improvement for credit derivatives business in Asia• Organization revamp for the private banking business

Developed business and operational strategies for banks in the APAC region; guided execution and provide training to clients.Key projects included :• Re-purposed service-only call center (200+ agents) to sales-service focus for a bank in Taiwan.• Revampled mortgage process for a top-3 bank in Taiwan.• Enhanced branch sales and operational efficiency for a bank in Singapore.• Introduced radically-simplified servicing process for a “Greenfield” micro-credit bank in Indonesia.

Business planning, system implementation for media and telecoms in Greater China.Projects covered :• Developed business plan for media start-up focusing on traditional Chinese crosstalk in China. Conducted analysis on strength of its intellectual assets, and identified future enhancements. Developed financial model to support capital raising• Implemented customer relationship management system for a cable-TV operator in Taiwan. Mapped operating process and developed business specification. Developed detailed processes and enhancements with vendors, monitor development and testing

Developed proprietary trading tools (focused on index arbitrage), and ran the trading book