Successfully manage the Clavis Capital Pension Fund and a personal equity portfolio.

Built a Capital Markets intermediary business providing the following services: Corporate Access, Investment Strategy, Independent Research, Corporate Advisory as well as Corporate Finance, Trading and Execution via FCA regulated partners. Our target market is growth companies, typically with a market cap of $50m to $500m, looking to outsource their investor relations function. We provide a bespoke corporate broking service to these companies which includes one-on-one meetings with relevant… Show more Built a Capital Markets intermediary business providing the following services: Corporate Access, Investment Strategy, Independent Research, Corporate Advisory as well as Corporate Finance, Trading and Execution via FCA regulated partners. Our target market is growth companies, typically with a market cap of $50m to $500m, looking to outsource their investor relations function. We provide a bespoke corporate broking service to these companies which includes one-on-one meetings with relevant institutional investors, power-point marketing presentations and research notes. Finally, through our FCA regulated partner relationships we are able to provide corporate finance, advisory and trading strategies. Please contact me if you would like to discuss how we might be able to help your company grow. Show less

Focused on advising corporates in capital raising, marketing, M&A and tax in an international context.

Involved in traditional equity sales, corporate broking and investment strategy. Created a monthly Macro Economic and Investment Strategy newsletter called "The Fairfax Monitor" which was published and given to our client base. The newsletter was well received and noted for its timely and accurate forecasts. I was instrumental in finding a new investor to take a 10% stake in one of our key corporate accounts. This was crucial for the corporate's development and growth.

Worked on a short-term contract to develop Scandinavian client base and saw project successfully to completion. I enjoyed working with the equity team and made some lifetime friends.

Traditional investment advisory and capital-raising for European Growth Companies. Raised one third of capital required for phase two French biotech company from clients in Scandinavia. Quoted on Bloomberg for opinions on the solar sector which I worked extensively on with our specialist analyst.

Consistent top-quartile revenue generation marketing Canadian companies to Scandinavian and UK institutional equity investors. Opened up all new accounts including Nordea of Denmark and GLG Partners in London. Created new marketing opportunities with hedge funds and developed the Scandinavian market for BMO.

Initiated equity desk in London. Applied for FSA license, arranged for equipment and accounts to be set up and general requirements involving setting up a representative desk. Developed an automated morning note with relevant info for fund managers and increased marketing opportunities for both corporate and research.

Created an institutional client base from scratch marketing Canadian corporates, raising equity capital and creating investment ideas. Opened up Scandinavia, Switzerland and northern Germany, delivering a sustainable revenue generating business from these territories. In addition, added to Scotia's London based business through effective cold-calling of dormant accounts. Met all targets within three months of obtaining my FSA license, was profitable within my first year of employment and… Show more Created an institutional client base from scratch marketing Canadian corporates, raising equity capital and creating investment ideas. Opened up Scandinavia, Switzerland and northern Germany, delivering a sustainable revenue generating business from these territories. In addition, added to Scotia's London based business through effective cold-calling of dormant accounts. Met all targets within three months of obtaining my FSA license, was profitable within my first year of employment and maintained profitability throughout my time with Scotiabank. Show less

Credit analyst responsible for Bank and Trust companies, primarily Canadian based and international banks with Canadian subsidiaries. Made a name for myself in very difficult market conditions and contracting creditworthiness. Quoted repeatedly in Globe & Mail, Financial Post, Financial Times, Maclean magazine and appeared on local radio and national television in the same capacity. This was the period of the S&L crisis in the U.S.A., the real-estate contraction in the UK and the demise of… Show more Credit analyst responsible for Bank and Trust companies, primarily Canadian based and international banks with Canadian subsidiaries. Made a name for myself in very difficult market conditions and contracting creditworthiness. Quoted repeatedly in Globe & Mail, Financial Post, Financial Times, Maclean magazine and appeared on local radio and national television in the same capacity. This was the period of the S&L crisis in the U.S.A., the real-estate contraction in the UK and the demise of the Trust industry in Canada. Show less

Initiated a sales, trading and research operation focused on marketing Finnish shares to foreign institutional investors. Initially involved in all aspects of this operation and eventually delegating some of the responsibilities to co-workers as the business grew. Created a quarterly investment newsletter highlighting selected stock recommendations, a market overview, an economic outlook and highlights of upcoming capital raising opportunities. Developed several pages on Reuters for trading… Show more Initiated a sales, trading and research operation focused on marketing Finnish shares to foreign institutional investors. Initially involved in all aspects of this operation and eventually delegating some of the responsibilities to co-workers as the business grew. Created a quarterly investment newsletter highlighting selected stock recommendations, a market overview, an economic outlook and highlights of upcoming capital raising opportunities. Developed several pages on Reuters for trading and marketing purposes and actively traded Finnish shares in the international OTC market. Successfully grew the business with the addition of clients like Deutsche Bank and Asahi Life International. Show less

Selected from over 10,000 students at the International Congress of AISEC to create a study of the Finnish OTC market. The objectives were to publish a study comparing and contrasting developments in selected OECD countries with those experienced in Finland and to make recommendations to improve the structure of the Finnish OTC market through good practice and regulation. The study was published in three languages, sold throughout Scandinavia following a press conference at the launch and… Show more Selected from over 10,000 students at the International Congress of AISEC to create a study of the Finnish OTC market. The objectives were to publish a study comparing and contrasting developments in selected OECD countries with those experienced in Finland and to make recommendations to improve the structure of the Finnish OTC market through good practice and regulation. The study was published in three languages, sold throughout Scandinavia following a press conference at the launch and became required reading at the Helsinki Business School. Show less