A senior Executive with expert experience in Technology, Change, and Operations Management. Possesses a multi-faceted skillset and a proven track record in devising, articulating, and delivering effective strategies for Tier 1 Corporates. Highly experienced in Global Investment Banking Operations, devising strategies to deliver large-scale transformation programs, enhancing front-to-back (F2B) process connectivity, and embedding control frameworks to mitigate daily risk exposures. Provides thought leadership in advanced automation and analytics, promoting a culture of innovation through cutting-edge AI, user-led, and ProDev solutions. Additionally, leads strategy to foster a positive and inclusive culture through transparent communication and regular talent management.
Years in Technology
Years in Global Operations Management
Years leading Transformation
Tier-1 Corporate Employers
Head of CTB (Change the Bank) organisation delivering a multi-year programme of transformation across Security Settlements globally – modernization, regulatory adherence, business enablement and efficiency via automation.
Leadership of Agile Fleet consisting of over 300 Ops, CTB and Technology staff, with an annualized delivery budget of in excess of $30m.
Programme Director accountable for legacy modernisation of Morgan Stanleys global Security Settlements infrastructure, from on-prem legacy mainframe to new distributed Cloud environments (a Firm Level objective for Morgan Stanley).
Performed C-Suite engagement with Firm Senior Management (Steering Group and IBR) to provide regular appraisal on progress, secure required funding tranches and detail progress against core objectives and agreed plan timelines.
Devised strategy for a scaled Agile delivery Fleet, utilizing customized versions of Scaled Agile Frameworks (SAFe & LeSS Huge), managing in excess of 30 Agile squads delivering across multiple regional market workstreams to achieve migration to the Cloud – tech infrastructure, core processing (market settlement, inventory & fails management, client asset seg, netting), enhanced automation, user interfaces and external market/counterparty connectivity.
Additional roles include Senior Automation Champion for Shared Services & Banking Operations and Senior Transformation Lead for EMEA Operations. Key accountabilities include contribution to one million hours of Ops capacity savings (Firm Level objective), fostering a culture of innovation, promotion of up-skilling through training/certification of global User populations and leading strategic F2B deep-dives for idea generation targeted to remove manual activity through AI, User-Led and ProDev automation (UiPath, PowerApps, Celonis, Co-Pilot, Alteryx & Gene AI).
Successfully led delivery of Technology and Operational Readiness programmes for BREXIT, CSDR and NA T+1 regulatory/market changes for global settlement.
Firm representative at various Industry and Regulatory forum – AFME Cloud Working Group, PRA, SEC Quarterly Market update and FRB Exams related to Cloud Technologies.
Head of Global Reconciliations Utility (GRU); key responsibilities included the accuracy of Cash & Stock Trade Settlement, Morgan Stanley Sub-Ledger (daily Stock Positions & Cash Balances) and daily Client Asset/Money protection obligations.
Led a globally distributed team of 140+ FTE across EMEA, ASIA and NA locational hubs, including Third Party Vendor teams across India (Chennai & Nagpur) and Mexico (Guadalajara).
Executed a strategic plan for Global Reconciliations Utility, saving $7m USD and achieving a 5-year ROI of 267%.
Migrated reconciliations infrastructure onto SOX compliant platforms, reducing risk and annual IT costs by over $1m USD.
Implemented advanced automation techniques (Machine Learning) reducing vendor footprint by circa 70 headcount and delivering $2m USD in annualised savings.
Deployed advanced analytics (ML data clustering) to automate reconciliation Break root cause analysis, reducing global Break volumes by 10% year on year.
Devised Vendor Management Framework and applied LEAN techniques, to create efficiency, enhance transparency of daily execution and apply robust oversight controls via key performance measures (SLA, KPI and KRI tracking).
Regional Head for Barclays EMEA and NA Reconciliations. Managed 40 FTE across Glasgow, New York, London & Poole locations. In addition, oversight of Third Party Vendor (55 HC) based in Chennai and Noida, India.
Devised Target Operating Model to migrate execution to Third Party Vendor and rationalise high cost locational hubs.
Successfully managed first-time outsource of Rec execution from Glasgow and New York Reconciliation hubs to Vendor located in Chennai (incorporating set-up of Master Services Agreement, Send Management and SLA/KPI frameworks).
Successfully managed the migration of Corporate Bank Reconciliations (Poole) to Barclays Investment Banking Ops (Glasgow).
Head of Change for Reconciliation Services Utility (RSU).
Led the global transformation agenda for Reconciliation Services Utility (RSU), managing Change, Consultant, and Technology resources to deliver against the Reconciliations portfolio for Barclays Operations.
Managed the expansion of global Change organization for RSU across Glasgow, London, and New York.
Programme Managed the successful migration of Barclays CREST Participant and Sub-Ledger from Barclays Wealth to Barclays Capital.
Senior Programme Manager of strategic delivery for HBOS Payment Services – annual SWIFT upgrades, Faster Payments rollout and the successful outsource of International Trade Services function.
Senior Programme Manager on HBOS-Lloyds integration programme for Lloyds Banking Group – successfully managed the integration of BACS payment infrastructure.
Lead Consultant for customization of Life & Pensions platform at Client site, Nordea Bank (Bergen) and Swiss Life (Zurich).
Managed Client relationships through design, build, and test phases of contract delivery.
Designed software for the 'Investment Management' module within core Life & Pensions Product.
Programme managed Consultant and Third Party Vendor Tech resources through software build and test phases.
Transitioned through roles from Systems Developer to Systems Designer.
Software design and build for External Web, Student, Exams and Membership systems for global Accountancy body ACCA.
Key Tech included: Oracle RDBMS/Forms/Reports/Web Portal, Java, PL/SQL, HTML, XML and UNIX PRIMER.
Managing Global Operations (IB and WM)
undefinedSeries99 Operations Professional (FINRA)
Member Board of Trustees & Treasurer Nov 2021 - Dec 2023
The Super Power Agency
Registered Charity fostering literacy through creative writing programs for disadvantaged children in Primary and Secondary Schools. Member of Board of Trustees and Treasurer for the charity.
Registered STEM Ambassador Jun 2021 - Present
Department of Education
Deliver practical tuition to promote STEM (Science, Technology, Engineering & Mathematics) tailored to Primary Schools