Leading a technology and consultancy business focused on delivering solutions to both businesses looking to raise funding and to investors, lenders and governmental entities who supply that capital. Responsible for the day-to-day running of the business with a particular emphasis on business development and delivery of high quality services to new and existing clients.Key Responsibilities- Driving increased revenues and profit to achieve the company’s growth objectives, coordinating the implementation of business plans and entry into new markets.- Thought leadership and development of innovative and dynamic products / services for our various sales channels.- Managing relationships with key stakeholders and providing leadership to the team.- Controlling costs and deploying financial resources in an efficient and effective manner.- Consulting clients and delivering solutions in relation to access to finance, and capital markets.Key Achievements- Built the business from a concept to a profitable business able to help thousands of entrepreneurs, investors and other capital market stakeholders.- Personally assisted over 40 SME’s in gaining funding and developed a process which helps entrepreneurs to be 20x more successful at fundraising than the industry average.- Developed an industry leading system / methodology of valuing SME’s, with particular focus on early stage companies which has been used in a number of transactions and in official governmental operations.- Developed a deal flow management system and investment process for early stage investors (i.e. Venture Capital and Angels).- Led 10+ projects across over 35 countries for supra-national organisations (including the European Bank for Reconstruction and Development and the World Bank), providing industry leading analysis and solutions to complex, wide ranging capital market issues.

− Responsibility for both the Institutional & Intermediary business across 23 markets in Central & Emerging Europe− Analysis of markets within the region and creation of business plans and strategies to exploit the best distribution channels; including the identification and execution of Joint Ventures (JV) or Merger & Acquisition opportunities− Manging relationships with national and supranational organisations (such as the EBRD, Central Banks, Pension and Insurance Regulators) and consulting on relevant industry issues− Management of the team, regulatory compliance, JV relationships and departmental budgets− Sales and relationship management of key clients across the region

− Development of Schroders institutional and intermediary business in parts of the CEEMed region; Israel, Czech Republic, Slovakia, Baltic’s (Latvia, Estonia & Lithuania), Balkans (excluding Croatia), Malta and Russia− Identifying and following up sales opportunities for both institutional and retail distribution businesses, including Central Banks, Pension Funds, Insurance Companies, Family Offices, Private Banks and Retail Banks− Creation of business strategy for the development of markets covered− Designing investment solutions for clients in the region (designed to local market requirements) including broader strategies to grow the market business development opportunities− Liaison with all clients in the region to ensure the highest levels of customer service

− Developing relationships with key GFI clients, in partnership with a senior relationship manager− Negotiation and implementation of global contractual agreements with all distributors− Creation of sales, marketing materials tailored for specific regional or global campaigns − Formulation and project management of new initiatives designed specifically for GFI clients − Collation of all sales MIS for all GFI clients for delivery to the team and Senior Management

− Identifying and analysing sales opportunities for both institutional and retail distribution businesses− Liaising with distributors to ensure the highest standards of customer service are maintained− Establishment of distribution and dealing agreements with off-shore operations centre− Maintaining the Middle East Client Relationship Management system− Creation of sales, marketing materials and campaign strategies tailored for the Middle Eastern market− Designing and implementation of new client management and sales processes to streamline workflows− Collation and presentation of sales reporting and performance data to the sales team

− Analysed tender questionnaires and assisted in the creation of tender strategies for large and complex clients− Wrote and edited tender responses for the Pensions, Asset Management and Mutual Funds sectors− Liaised with product and business experts to gather information for responses for tender offers− Research of business capabilities to identify where gaps exist in the bank’s service offering− Reengineered departmental procedures and interaction guidelines− Coordinated a number of projects for the Marketing department− Creation of sales and marketing materials for use by senior colleagues in client presentations.

− Managed the outsourcing of the bank’s proxy voting functions to a third party vendor− Developed and presented tailored outsource models and applications for VIP clients− Managed a team of 4 members; oversaw their performance and development program− Collated management information statistics, prepared cost analysis, and presented to senior management− Analysed and improved procedures and controls for the proxy voting and control department− Member of a global steering committee that devises industry solutions regarding corporate governance− Reengineered the departmental processing systems− Created and maintained the departments’ business continuity and disaster recovery plans