As COO, I am responsible for steering strategic initiatives and enhancing operational efficiency across the organisation. My role also encompasses leadership across sales, product development, professional services and marketing teams, ensuring a comprehensive approach to our strategic financial and operational objectives.• Collaborate closely with the CEO and other executives to shape and execute the company’s overall business strategy.• Proactively align the company with strategy through effective OKR management and developing a process and data-driven culture.• Direct the sales and marketing strategies for daappa and nadi to ensure alignment with the company’s growth targets and market expansion goals.• Direct the product development teams from ideation to launch, ensuring alignment with market demands and operational capabilities.• Oversee implementation for new clients and upgrades, ensuring they are executed seamlessly and meet customer and business requirements.• Oversee the People function, aiming for organisational excellence, high engagement, and a competitive employer brand.• Foster a positive, inclusive, high-performing workplace culture that aligns with the company’s values and mission.

In my previous role, I was responsible for developing and executing a comprehensive sales and marketing strategy that significantly bolstered our market presence and revenue streams.RESPONSBILITIES• Established and implemented a formal sales strategy, including global go-to-market plans, lead and opportunity qualification processes, pricing strategies, performance targets, and KPI reporting. I also managed the rollout of CRM and sales and marketing automation tools and created essential sales and marketing literature.• Led sales teams through all stages of the sales cycle, from lead generation to closing deals. This included leading sales meetings/demos, managing RFP responses, proposal creation, and contract negotiations.• Led the marketing team, initiated a new digital marketing strategy, and was responsible for team reorganisation, training, and mentoring. I maintained oversight of content creation, public relations, and publications.• Led the product strategy group to advance the functional and technical product roadmap, which included spearheading UX and UI application design and incorporating new features based on client feedback and market developments.ACHIEVEMENTS• Successfully built a UK and Ireland pipeline from scratch, identifying target segments and leads, and forging relationships with prospects, consultants, and influencers in the private market space.• Devised and led a successful company and product rebranding in less than four months on a limited budget, which included strategy and implementation of the new company identity and product line.

I led the EMEA sales strategy for pControl at Milestone Group, responsible for the end-to-end business development and sales lifecycle of pControl—a purpose-built platform designed to automate complex pooled products and related processes for asset managers, platforms, asset owners, life companies, and asset servicers:• NAV Production Automation (Traditional and Alternative funds)• NAV Oversight with Backup NAV• Fund Processing (Cash Allocation & Rebalancing, OMS, Pricing, Recs, and Accounting)RESPONSIBILITIES• Creation and execution of the Go-to-market strategy for EMEA.• Lead generation and nurture, responding to RFPs, delivering presentations, conducting demos and proof of concepts, and building relationships with C-level executives and key influencers at target firms, and industry consultants.• Devised and executed deal closure plans, managed contract negotiations and legal agreement reviews and ensured smooth handover to project and relationship management teams.• Managed budgets for sales and marketing activities, aligning expenditures with regional growth targets, thereby enhancing client engagement and strategic partnerships.ACHIEVEMENTS• Drove significant client acquisitions, including Artemis, Aegon, Baillie Gifford, HSBC Alternative Fund Services, Partners Group and Ruffer.• Led the first European backup NAV deal and successfully signed the company's first clients in the alternative investment and private equity sectors.• Implemented sales and marketing automation systems, markedly transforming global lead generation.• Authored thought leadership pieces and standardised sales handover processes, significantly bolstering project continuity and client satisfaction.

ClearStructure (now a Broadridge company) is a leading provider of cloud-based portfolio management systems to CLO managers, credit funds and direct lenders in the U.S. and Europe.RESPONSIBILITIES AND ACHIEVEMENTSPrimarily responsible for the entire sales workflow from lead generation and prospecting, responding to RFPs, defining the client’s value proposition, creating and delivering product demos and presentations to C-level prospects, contract negotiations, and handover to project teams.● Conducted quantitative and analysis of the alternative credit market and our product capabilities to identify a new market opportunity and to create a go-to-market strategy in the Direct Lending space. After collaboration with the ex-co, development, sales and marketing teams the new solution launched with seven new business deals signed within the first 12 months and the solution going on to win multiple awards.● Established strategic third-party integrations with risk, analytics and EMS providers to extend the product offering.● Established the company’s digital presence with the setup and oversight of social media, digital advertising, and SEO strategy and execution. ● Established a content marketing strategy that includes the writing of, and management of, industry thought leadership, product brochures, and email marketing campaigns.

Directly responsible for managing 6 clients in Europe, I successfully built solid effective relationships with C-level contacts at Tier 1 Banks, T2 CLO and Asset Managers. Conducted analysis to understand how the client operates, their challenges and presented effective solutions.Consultative pre-sales that includes defining the client value proposition, demo site configuration, demo execution to C-level prospects, traders and portfolio managers.Contributed to the Sentry PM product development of the order management, compliance and portfolio rebalancing modules through the creation of wireframe mock-ups, requirement definition and the sharing of best practice with the development and senior management teams.On-going improvements to the Account Management processes and Support functions

Provides a wide range of business and technical consultancy expertise to clients primarily with Sentinel (pre and post trade compliance software) but also covering Tesseract (order generation system) and Minerva (order/ execution management system)

Providing business analysis, project management and consulting services on the implementation of Sentinel V11

• Consulting on the implementation of Sentinel V10 software on-site in Tokyo.• Responsible for the creation and on-going management of data requirements and system mapping covering Japanese and international derivative and fixed income products. • Design and implementation of customised data workflow and solution• Providing on-going support to compliance and IT teams.• Creating clear and concise documentation covering test and configuration guides, gap analysis, meeting notes and training materials.

Delivered a successful upgrade of Sentinel, achievements over the project life cycle include- solution design, system configuration, client training, UAT support while building and maintaining strong relationships with key stakeholders.Project manager on follow up release responsible for day to day management of the project team, of issue control, overseeing environment preparations. Primary liaison to executive committee, business users and technology team responsible for the day to day management of the project team and coordination of client resources.

During my tenure at BAM I progressed through investment operations roles becoming an expert in the front to back office processes but also proved capable in business development and investment analysis Acting assistant manager in the private client and charity administration team due to acute experience and knowledge in front to back office workflow.

Responsible for managing the work flows and time management of a team of four which involved the analysis of portfolio positions and co-ordination of dealing over 400+ private client, charity and institutional onshore/ offshore accounts worth £3bn+ over a wide spectrum of markets and asset classes.

Administrative and analytical support to multi-asset multi-manager teams consisting of; portfolio rebalancing, research note creation, cash flow management, deal implementation, researching and maintaining fund databases; liaising with custodians, trustees and third party fund managers.

Supporting a successful sales team by conducting analysis and presenting business ideas to a team of brokers covering the green technology sector. Tasked with maintaining relationships with existing client base I succeeded in winning new business in the short time there.

An extended placement year at a multiple award-winning independent stockbrokers which consisted of a rotational program to gain exposure in front to back offices of the business before moving to a high volume dealing room executing orders from brokers and clients.