Technologies: Agile/SAFe, Product Management, Client Management, Asset Management & Hedge Funds, Capital Markets, Portfolio Management/Operations/Accounting/IBOR-ABOR, Startups, Management Consulting, P&L Management, UX design/Digital Business, Strategy/Road-mapping, SAFe (Scaled Agile Framework)

Industries: Fintech, Capital Markets, Asset Management, Hedge Funds, Startups, Management Consulting, E-commerce

Work Experience

Redacted Company Practice Partner
2021-Present

• Focus on spinouts/scale ups in the capital markets, asset management and fintech space, via strategic financing, organic and inorganic growth strategies, product strategy and operational improvements
• Founded product practice, developed methodologies and assets.
• Led product initiatives for engagements
• Representative projects - Replaced all middle and back-office systems for a $20bn asset manager (Discovery, RFP management, project governance); Defined product and GTM strategy for a fintech spinout from a bank; Defined product strategy for an African fintech in the carbon credits space.

Senior Product Manager BLOOMBERG LP
2010-2019

• Resurrected product (reconciliation) with 2 clients, grew to 200. Redesigned application to bring down setup time from 2 days to 5 minutes. Won Waters Readers Award for Best Reconciliation Tool.
• Worked with 300 account managers, salespeople and support in 10 offices globally, to achieve 70x growth in 8 years (case studies, sales & marketing collateral, sales calls, implementation oversight, support desk training, etc.).
• Designed, pitched and got approval for rearchitecture (data, calculation engines and process flows) for transaction and position systems across Trading Solutions (buy side and sell side) to cover front, middle and back-office.
• Managed 150 client relationships in 20 countries, from product strategy to go-to-market to sales to implementation and support.

Senior Product Manager GOLDMAN SACHS AND CO
2007-2009

• Hired to neutralize Morgan Stanley's perceived lead in hedge fund technology. Improved firm's competitive edge within prime brokerage field, (validated by clients).
• Defined strategy for client-facing applications for Prime Brokerage and Fund Administration businesses.
• Implemented product management/software company disciplines onto existing ad-hoc approach, which resulted in better skill/product alignment, deeper product knowledge and greater creativity & innovation.
• Spearheaded first use of outside creative design agency for the division and refocused products on UX to increase client engagement.
• Led successful development process for two new products: industry-leading real-time P&L monitor and new website.
• Managed team of 6 product managers.

COO, Head of Client Services & Product Management, Americas BEAUCHAMP HEDGE FUND SOLUTIONS, LINEDATA SERVICES
2001-2007

• Established US operations for the firm, grew to 30 people, 30% of the firm's revenues and 55% of client assets under management.
• Managed full scope of client relationships in Americas including client services delivery, client support, and product management.
• Beat larger, established competition to sign $10bn hedge fund, largest client to date representing 40% of US operation's revenues.
• Led product development teams in Britain and India for general ledger and tax lots module.

Managing Director CONTEXT INTEGRATION
1998-2001

• Managed New York practice, then global financial services practice of e-business consulting firm, responsible for marketing, business development, sales strategy and delivery oversight.
• Turned around New York practice's performance in 9 months, building it into the company's largest and most profitable practice ($25 million P&L representing 25% of the company’s revenue).
• Secured $5M in new business in one quarter for New York practice and signed two new marquee clients for West Coast practice.

Skills

• Agile/SAFe
• Product Management
• Client Management
• Asset Management & Hedge Funds
• Capital Markets
• Portfolio Management/Operations/Accounting/IBOR-ABOR
• Startups
• Management Consulting
• P&L Management
• UX design/Digital Business
• Strategy/Road-mapping
• SAFe (Scaled Agile Framework) Certified Product Manager/Product Owner

Education

• Bachelor of Art (Hons), History, University of Exeter