Worked my way up through all Retail Banking roles, to Director level. Gained valuable Cultural insights have worked Internationally across several countries. Award winning in several retail areas including "Retail Banker of the Year" Passionate about development of teams and individuals.
Background With an extensive 22 years background ending with Mergers & Acquisitions (M&A) experience for most of my entire career, I led the Advisory practice at KPMG MESA, which include Transaction Services (TS), Corporate Finance (CF) and Governance, Risk and Compliance (GRC). A "C" suite, seasoned professional who had engaged in the M&A field for circa two decades and participated in every la... Read more
Engineering graduate from Imperial College London, with a strong interest in the financial markets. An enthusiastic problem solver who enjoys tackling challenges and finding innovative solutions, both independently and as part of a team. Began my journey at Jaguar Land Rover working on the next generation of engines, before transitioning into various roles within the commodities markets.
As an investment banking analyst with a strong working relationship with clients across the industry, I generate several pitch books on a daily basis, deliver valuations, and craft robust financial models for estimations of merger equity and capital-raising transactions. With my expertise in finance and analytical habits, I enjoy helping others grow and succeed, which is why I am passionate about ... Read more
I am a seasoned credit analyst with a comprehensive understanding of credit analysis principles tailored for financial markets, encompassing three levels of expertise. With proficiency across various disciplines, I offer specialized insight and guidance in navigating the intricacies of credit assessment and risk management. Whether you are seeking guidance in understanding credit risk assessmen... Read more
Senior Director and adviser, highly skilled at identifying, developing and delivering upon key investment opportunities across technology sectors. Possesses a deep knowledge of the sectors, and leverages this to analyse and execute highly profitable deals with major global players. Utilises sophisticated critical judgement to raise capital for innovative growth-stage startups, thus securing future... Read more
A driven and passionate individual with over 15 years’ experience in global markets structuring. Wealth of experience with both asset and liability side derivatives, corporate and legal structuring. Cross-asset class derivatives and financing specialist focusing on designing, structuring and pricing tailored solutions and providing access products to corporates and financial institutions globall... Read more
Investment Analyst - _
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Hi Everyone! I am a seasoned portfolio and asset management professional with deep experience in loan and bonds in both public and private markets. I have worked through the years at a number of prominent institutions on both the buy side and sell side. I began as a strategist, then a ratings analyst. After the 2008 Global Financial Crisis, I worked with bad banks across Europe to do stress te... Read more
Results-driven Asset Management executive leveraging 20+ years’ experience consisting of Executive Management, Sales, Marketing, and Product with a particular emphasis on international expansion and marketing operations. Experience in global businesses ranging from $9B to $1.7T in Assets Under Management, repeatedly establishing the infrastructure that has led to accelerated performance in diver... Read more
o Twenty years of portfolio management experience with significant expertise in both index and bespoke portfolios in equities and fixed income o Specialist in option and hedging strategies across a variety of asset classes. Inducted into the EQDerivatives Volatility and Alternative Risk Premia Investing Hall of Fame in 2018, and a regular presenter at the CBOE Risk Management conference. ... Read more
Financial Advisor - Investment Banking (M&A, ECM), Private Equity, Consulting
Highly accomplished investment and asset management professional with two decades of diverse experience in investment banking, private equity, strategy, and consulting. I've gained my expertise at renowned firms like Man Group, Oaktree, Cerberus, McKinsey, and Merrill Lynch, and earned an MBA from Wharton. My approach is friendly and straightforward, offering practical advice while fostering ... Read more