Patrick Keats Email & Phone Number

Poole Dorset Uk

Poole Dorset

Stratford Upon Avon

We are an independent partnership dedicated to providing investment management services. Our clients include private individuals and their families, pension schemes, charities, corporate entities and trusts. Many of our clients are referred to us by their financial advisors who see our key strengths as:Highly skilled and experienced investment teamIndustry leading technology for security analysis and managing investment portfoliosTraditional Personal ServiceOur mission… Show more We are an independent partnership dedicated to providing investment management services. Our clients include private individuals and their families, pension schemes, charities, corporate entities and trusts. Many of our clients are referred to us by their financial advisors who see our key strengths as:Highly skilled and experienced investment teamIndustry leading technology for security analysis and managing investment portfoliosTraditional Personal ServiceOur mission is to maximise the value of our client's investment portfolios and to minimise the downside risk, within given constraints. Our investment managers use a disciplined approach to the investment process and the best available tools in the industry to select securities and construct portfolios.Albert E Sharp is privately owned, our culture is client centered and forward thinking whilst retaining the essence of investment managment.www.albertesharp.com Show less

Southampton, United Kingdom

Implementing DST's Opendoor platform at Old Mutual Wealth.Opendoor is a web based platform designed specifically for wealth management institutions. It provides integration of multiple enterprise wide systems into one common platform delivering a single customer experience. Opendoor enables end customers to access a complete suite of products and services through multiple channels including: web, mobile and client specific user interfaces.

A largely sabbatical position to bring the Shelley Theatre in Boscombe back to life as an operational venue. Key Achievements• Created a proposed charitable structure, mission, goals and roadmap for the theatre renovation, funding and return to use. • Built partnerships with wide variety of potential stakeholders including Bournemouth Council, Arts Bournemouth, Vita Nova and Creative Kids community groups, professional and amateur theatre companies, Arts University… Show more A largely sabbatical position to bring the Shelley Theatre in Boscombe back to life as an operational venue. Key Achievements• Created a proposed charitable structure, mission, goals and roadmap for the theatre renovation, funding and return to use. • Built partnerships with wide variety of potential stakeholders including Bournemouth Council, Arts Bournemouth, Vita Nova and Creative Kids community groups, professional and amateur theatre companies, Arts University Bournemouth, local schools, and other theatre venues and arts organisations including Ambassadors Theatre Group and Bournemouth Symphony Orchestra.• Rolled out a comprehensive programme of plays and concerts for 2013 resulting in a significant build-up of new audience. • Set-up of a team of key partners who are keen to maintain and further develop the momentum that has been generated in the last year. Show less

JPMorgan is the largest provider of outsourced contractual Compliance Reporting Services. The key responsibilities of this role included managing global operations teams, creating and managing successful client relationships in global locations, setting strategy, supporting business growth, client on-boarding and building and maintaining key partnerships within JPMorgan and external suppliers.Key Achievements• Led the sales and due diligence team presentations to the largest key… Show more JPMorgan is the largest provider of outsourced contractual Compliance Reporting Services. The key responsibilities of this role included managing global operations teams, creating and managing successful client relationships in global locations, setting strategy, supporting business growth, client on-boarding and building and maintaining key partnerships within JPMorgan and external suppliers.Key Achievements• Led the sales and due diligence team presentations to the largest key client prospects, achieving associated annual revenue of $20 million.• Created and developed the product in EMEA and led the operations team to support an average 20% year on year business growth.• Developed the product from start up to one that supported over 300 key relationships, many being world renowned institutions.• Achieved client satisfaction scores of 98%.• Built, developed and led a department of over 100 financial professionals and achieved top quartile results in firm-wide staff engagement surveys. Recognition was received for demonstrating leadership, commitment to staff development, communication, effective feedback and coaching, high morale, sharing of goals, vision and decisive decision making.• Achieved the Thomson Reuter Compliance Innovator award in 2011.• Initiated a strategic review of global processes resulting in an efficiency increase of 150% over a 2 year period.• Created and implemented a balanced score card to provide senior executive reporting.• Oversaw vendor management of 15 external suppliers and c. 20 internal providers. Show less

Bournemouth

Key Achievements• Developed and led a programme to re-engineer a US based technology platform to make it class leading, efficient and capable of supporting EMEA regulatory requirements.• Foresaw the requirement for web based reporting in 2001, led the funding case and project to deliver the first such solution in the industry. Resultingly EMEA client base was catapulted from 10 to 80 relationships within 2 years.• Led the sales process to obtain the first fund manager outsourcing… Show more Key Achievements• Developed and led a programme to re-engineer a US based technology platform to make it class leading, efficient and capable of supporting EMEA regulatory requirements.• Foresaw the requirement for web based reporting in 2001, led the funding case and project to deliver the first such solution in the industry. Resultingly EMEA client base was catapulted from 10 to 80 relationships within 2 years.• Led the sales process to obtain the first fund manager outsourcing of Compliance Reporting in the industry. Show less

Biomedical Science

Education record