Professional summary

Executive Leader: Banking Strategy & Change

I am a senior leader in major, global business change programs within the banking industry. I also have Chief Operating Officer experience in a number of entrepreneurial situations.

• Visionary leader with proven ability in delivering challenging, complex, global business change programs
• Credible, C-suite experience and ‘trusted advisor’ status in multiple engagements
• Transaction Banking and ‘Big 4’ consulting leadership in Europe, Americas and Asia-Pacific
• Regulatory Business Change in Banking (EMIR, MIFID, AML, FATCA, CRS)

• Transaction Banking – payments, trade, clearing
• Operating Model Delivery
• Capital Markets in depth
• Hedge Fund Founder and COO
• Spearheaded

Engagement overview

Key skills are taking broad strategic goals, designing a target operating model and structuring a program of projects to deliver the new business design.
Large, multi-site, multi-country and high complexity situations are a specialty.  Regulatory mandated Change is a core skill and AML, Sanctions, KYC, FATCA, CRS, MIFID, EMIR, Dodd-Frank and Volker are all in recent experience.
Global experience in the US, Canada, Mexico, Brazil, Argentina, UK, France, Germany, Malta and Hong Kong.


• HSBC Bank
• Morgan Stanley
• Citigroup
• Credit Suisse
• ABN-Amro
• Goldman Sachs
• ING Bank
• LCH Clearnet