
Over 35 years in Capital Markets as primarily a data specialist covering trading data, market data, financial modelling, fund accounting and regulatory reporting in Investment Banking, Private Banking, Asset Management, Insurance and ETF environments. Experienced in regulatory implementations, large data/portfolio migration projects, Reconciliation, AML/MA, Order Management System simplementation/upgrades, data normalisation, quant analytics, plus ETL and Data Warehouse projects. Comprehensive knowledge of OTC and collateral trading and distribution/rebate contracts, document storage and retention. Strong personality, with data excellence, data integrity, regulatory compliance, and relationship management as my priorities - working at all levels to drive and implement the best data solutions in financial environments. Extensive experience working with IT to investigate data anomalies, fund and forensic accounting issues, and MA/AML, liaising with Regulatory Authorities and external clients. Transaction monitoring and trade and transaction reporting specialist. Love working with IT, Legal and front office to implement the best data solutions.
bankofamerica.com
lloydsbank.com
statestreet.com
ubs.com
flutter.com
abnamro.nl
ml.com
London, England, United Kingdom
Investment Operations Data Specialist
St. James’s Place
• www.linkedin.com/company/st-james-s-place
Feb 2025 - Present
London Area, United Kingdom
Consultant - Risk Management Financial Crime QUANTEXA
Nordea
• www.linkedin.com/company/nordea
Apr 2024 - Dec 2024
Senior Regulatory Risk Consultant
Bank of America Merrill Lynch
• www.linkedin.com/company/bank-of-america-merrill-lynch
Apr 2023 - Dec 2023
London, England, United Kingdom
Senior Business Analyst
Flutter Entertainment Plc
• www.linkedin.com/company/flutter-entertainment
Aug 2022 - Apr 2023
ESG Data Lead
British Business Bank
• www.linkedin.com/company/british-business-bank
Jan 2022 - Jul 2022
London, England, United Kingdom
Senior Data Specialist - Data Modelling ETFs
State Street SPDR ETFs
• www.linkedin.com/company/state-street-investment-management
Feb 2021 - Jan 2022
London, England, United Kingdom
Business Consultant
Mason Elliott Ltd
Sep 2009 - Feb 2010
Director
Data Analytics Ltd
Jan 2008 - Dec 2010
marscapital.com
hsbc.com
rbs.com
barclays.com
barings.com
nordea.com
credit-suisse.com
co.uk
columbiathreadneedleus.com
fortisinvestments.com