Bio

 

Summary:

Proven record at establishing enterprise risk and compliance infrastructures with a disciplined focus on the short and long term profitability of the organization.

Skilled analysis with the financial depth to understand complex investments combined with the commercial breadth to recognize threats and capture opportunity.

Resourceful leadership, well developed organizational skills and record of generating strong results within ambitious and aggressive businesses.

Entrepreneurial background working closely with the start-up community in NW England. Creating two new businesses, angel investing and mentoring start-ups.

Business mentor and advisor. Seminars on getting investment ready, pitching, asset finance and sources of finance.

Background:

Career began on the London International Financial Futures Exchange surrounded by awesome energy and organized chaos at a global firm of equity, bond and commodity derivative market makers.

Subsequently transferred to Hamilton, Bermuda to establish quantitative derivative trading strategies and technologies. Enrolled in both CFA and FRM and began three years of gruelling work and study combined.

Transferred back to London to join the hedge fund industry at a South African investment bank with their multi manager team as a quant.

After completing the CFA and FRM, relocated back to Bermuda for a Senior Risk Officer hedge fund role at $16bn role at a New York based alternative investment firm.

Whilst in Bermuda, developed an interest in understanding how to better align strategy with stakeholder risk appetite. Enrolled in CERA actuary designation by Society of Actuaries.  A year in Bahamas followed then back to UK.

    Professional Qualifications:

  • Chartered Enterprise Risk Actuary

           Society of Actuaries  www.soa.org

  • Associate of Society of Actuaries

           Society of Actuaries  www.soa.org

  • Chartered Financial Analyst

           CFA Institute  www.cfainstitute.org

  • Financial Risk Manager

           Global Institute of Risk Professionals  www.garp.com

    Degrees:

  • MSc. Econ & Finance (Distinction)        1997       

          Liverpool J. M. University  www.ljmu.ac.uk

  • BSc Hons. Maths and Statistics              1995       

          Edinburgh University  www.ed.ac.uk