Managing Director

Country head for Citi Treasury and Trade Solutions in NZ responsible for the business P&L, financial targets, risk and compliance activities, and leading the country TTS team. Led the business to nearly double revenue over 3 years with diversified growth across all client segments and all products.

Founded market management team that designed a horizontal strategy to focus on significantly grow revenue across the emerging eCommerce ecosystem including corporate and commercial bank clients in digital native, traditional corporate, fintech and payments segments. Successfully achieved revenue growth target of $110mm per annum new revenue within two years. Part of global team to set new AML policy for payment intermediary clients and rolled out training program to over 2,000 employees in… Show more Founded market management team that designed a horizontal strategy to focus on significantly grow revenue across the emerging eCommerce ecosystem including corporate and commercial bank clients in digital native, traditional corporate, fintech and payments segments. Successfully achieved revenue growth target of $110mm per annum new revenue within two years. Part of global team to set new AML policy for payment intermediary clients and rolled out training program to over 2,000 employees in Asia. Created new eCommerce segment content repository and led training and coaching of eCommerce across Asia working with product teams, investment and commercial banking and consumer bank. Show less

Sales Sector Head for the Technology, Media and Telecom (TMT) in Asia Pacific leading a team across Asia that specialised in providing cash and trade management solutions to clients in the technology space. Successfully grew revenue to become the largest sector for Citi in Asia which included 15 of the largest 20 clients in Asia Pacific and 9 of the top 10. Personally covered key client accounts as the senior sales manager, and provided senior sponsorship, coaching and support to the team who… Show more Sales Sector Head for the Technology, Media and Telecom (TMT) in Asia Pacific leading a team across Asia that specialised in providing cash and trade management solutions to clients in the technology space. Successfully grew revenue to become the largest sector for Citi in Asia which included 15 of the largest 20 clients in Asia Pacific and 9 of the top 10. Personally covered key client accounts as the senior sales manager, and provided senior sponsorship, coaching and support to the team who structured sophisticated cash and trade management solutions for our largest clients. Show less

Senior solution sales providing cash management consultancy and advice to multi-national corporate clients across Asia Pacific. Managed a portfolio of corporate clients across all segments.

Led a team of product solution consultants responsible for advising on complex liquidity management, cash pooling, and investment solutions to Financial Institutions, Non-Bank Financial Institutions and Multi-National Corporates in transaction banking and security services. Advisory role to front office and risk treasury around Asia Pacific and engaged as senior product resource on largest client tenders including successful tender with Oil & Gas conglomerate (biggest deal in Asia market in… Show more Led a team of product solution consultants responsible for advising on complex liquidity management, cash pooling, and investment solutions to Financial Institutions, Non-Bank Financial Institutions and Multi-National Corporates in transaction banking and security services. Advisory role to front office and risk treasury around Asia Pacific and engaged as senior product resource on largest client tenders including successful tender with Oil & Gas conglomerate (biggest deal in Asia market in 2010) and US multi-national healthcare company where I structured JPMorgan's first multi-currency notional pool in Asia. Show less

Hand picked to setup new Treasury Advisory desk in New York where I provided cash management and treasury consultancy and advice to US Multi-National Corporate clients on EMEA solutions partnering with the US sales team. Role involved a significant amount of data analytics to drive target market, pipeline, and client strategies. Also put together international cash management training programme and rolled this out to North and South American sales teams.

Provided EMEA cash and trade mgmt solutions for Commercial Bank clients from the US Mid West and West Coast technology. Chairman's Circle awards in concurrent years as top performing sales representative. A technology deal won was referenced in JPMorgan Annual Report.

Sales associate to 5 of JPMorgan’s largest relationships and responsible for Asia’s RFP database and tender process. Part of team that won the largest cash management tender in the market and then was tasked with supporting 12 month long intensive implementation project as sales support to project manager. This involved workshops at the client's operational shared service centres and finance hubs around Asia to deep dive on treasury, AP and AR processes.

Technology channels onboarding and technology support for JPMorgan’s transaction banking payments systems including Chase Insight, JPMorgan Access and PaySource.