Founded CAM as a vehicle for the provision of strategic and general support to the service sector.• Advised Xenophon College on loan package for home and international students • Chief negotiator, financial product lead and Head of Crewe Operations, University of Buckinghamo Negotiated significant legal agreements, designed and launched student financing product, managed new course launches• Director, Case Management for The Free Speech Union.o Created and operated the case… Show more Founded CAM as a vehicle for the provision of strategic and general support to the service sector.• Advised Xenophon College on loan package for home and international students • Chief negotiator, financial product lead and Head of Crewe Operations, University of Buckinghamo Negotiated significant legal agreements, designed and launched student financing product, managed new course launches• Director, Case Management for The Free Speech Union.o Created and operated the case management function, providing strategic business advice including marketing, legal, risk, finance and operations.• External advisor to EM Applications, ensuring client relationship continuity • Designed a new database app and launched business as sales agent for Atlas Computer Systems• Sold specialist software product to the wealth management division of a major bank Show less

Founder and Managing DirectorFounded EM Applications, managed and grew the business and its sales pipeline.In 2008, resumed a full-time commitment to ensure its survival through the global financial crisis and ultimately negotiated successful sale to Sapiat, a Japanese Fintech Group, in 2018.• Financed and created all aspects of a successful market risk analytics business using a machine learning algorithm.• Negotiated intellectual property legal agreements and set product… Show more Founder and Managing DirectorFounded EM Applications, managed and grew the business and its sales pipeline.In 2008, resumed a full-time commitment to ensure its survival through the global financial crisis and ultimately negotiated successful sale to Sapiat, a Japanese Fintech Group, in 2018.• Financed and created all aspects of a successful market risk analytics business using a machine learning algorithm.• Negotiated intellectual property legal agreements and set product development objectives• Recruited, motivated and managed quant developers in UK and USA, a UK based sales team and sales agents in Tokyo, Dubai, South Africa and Australia.• Successfully marketed EMA Risk Software to asset management institutions in both UK and internationally including leading banks and asset management firms.• Built software sales up to annual value c£1.2m per annum.• Communicated complex product in a clear and persuasive manner, building relationships within key accounts and dealing with client staff at all levels. Show less

2004-08 Director & Head of Product DevelopmentPromoted to lead product development, promotional compliance and risk management.• Built and developed a leading and innovative product development team and coached them in sales skills, focussing in particular on understanding client needs and delivery.• Developed and managed the formalised product development process.• Changed marketing systems to make effective use of available technologies.• Conceived, specified and directed… Show more 2004-08 Director & Head of Product DevelopmentPromoted to lead product development, promotional compliance and risk management.• Built and developed a leading and innovative product development team and coached them in sales skills, focussing in particular on understanding client needs and delivery.• Developed and managed the formalised product development process.• Changed marketing systems to make effective use of available technologies.• Conceived, specified and directed development of a product database system and promotional compliance document management system.• Developed the derivative based ‘Capital Accumulator Fund’ negotiating with regulators.• Researched designed and developed the first active UCITS fund using CPPI. The MAP, (Multi Asset Protector) fund raised £100m on launch and won Professional Advisors’ “Fund Launch of the Year” award.• Used combined understanding of all facets including internal and external shareholders to develop the top performing “Cautious Managed Fund” enticing investors to switch from Endowment funds and growing AUM from £12m to c£1.3 bn over 4 years. • Educated investment professionals in UCITS III, use of derivatives and economic efficiency of shorting.• Devised and wrote the risk management process for sophisticated funds, commended by Dublin, and justification for VaR application of EPM for Luxembourg Funds.• Practicing Director of ACD and oversaw accounts and risk disclosure.1997-04. Head of Retail MarketingApproached directly and hired to manage marketing to retail clients and to create effective product launches and campaigns.• Managed marketing campaigns for new and existing investment funds. • Held 1st line responsibility for ensuring all documents and materials were compliant.• Acted as the most senior escalation point for client relationships.• Launched new funds including the successful Hong Kong and China Fund. Show less

Managing DirectorPersonally invited by the two US founders to set up the first distribution channel outside US.• Won the first FactSet clients outside USA including, Merrill Lynch and HD International.• Developed an understanding of the competitive advantages of main data vendors.

Approached directly to act as Manager/Broker and engage with and bring over new clients.• Marketed quantitative data, valuation and risk system to UK institutions.• Promoted a quantitative fund to professional investors, UK and Europe.• Designed and wrote marketing material for a Statistical Arbitrage hedge fund.

Institutional Sales Executive promoted to VP Graduate recruit with later promotion.• Won a significant bid against Goldman Sachs. Program trade to rebalance US portfolio and track S&P500 using Barra.• Consistently generated commissions in excess of $1m per annum.• Held responsibility for quantitative investment products.• Raised substantial investments for Venture Cap, LBO Funds.

Mini-computer salesman. Attended excellent sales training course as developed by Xerox