

Transformation Director with 15+ years’ experience partnering with Private Equity-backed and regulated organisations to stabilise delivery, protect revenue, and build enterprise value ahead of exit.
Proven track record delivering Target Operating Models, post-merger integrations, and large-scale finance, treasury, and technology transformations across global banks and high-growth platforms. Delivered multi-market programmes for J.P. Morgan, Barclays, Avalara (Vista Equity), Thredd (Advent), Meta, and IFAD, spanning payments, treasury, cloud, and ERP/CRM modernisation.
Led global teams of 50+ across three continents, managing programmes up to £20M and vendor portfolios exceeding £75M, with strong governance and measurable ROI.
Accredited Commercial & Workplace Mediator, trusted to resolve senior stakeholder misalignment and drive decisions across C-suite, regulators, and delivery teams.
Engaged by PE firms, boards, and executive teams as an interim transformation lead delivering value creation, post-merger integration, and exit readiness across regulated and high-growth environments. Aligns Target Operating Models, RevOps, treasury, and finance systems to strengthen control, scalability, and valuation. Roles involved leading the design and implementation of TOMs, streamlining processes, and ensuring operational excellence.
Led business, regulatory, and technology TOM transformation initiatives across Treasury, Investment Banking, and Risk & Compliance, ensuring operational resilience, regulatory alignment, and technology modernisation. This involved proactive management and ensuring disciplined execution.
Delivered front-to-back transformation across Cleared Derivatives and Custody, spanning TOM design, system re-platforming, and process automation. Partnered with senior business and technology leaders to improve control, efficiency, and cost transparency across global trading and operations. This included leading TOM design and ensuring operational excellence.
Led high-net-worth client migrations and KYC remediation, ensuring seamless transitions, regulatory compliance, and operational efficiency.
· US Department of State YTILI (Innovation) Fellow & Pitch Winner – Recognised for global leadership in business transformation.
· Thinkers360 Top 100 Thought Leader –Transformation & Customer Loyalty
· 40 Under 40 UK - Consultancy (Strategy & Growth)
· Keynote Speaker & Panel Moderator – Featured at FinTech Festival, GITEX, FinTech Surge.
· Author, Business of Retention Newsletter – Writes on Retention as an Organisational Capability - 1K LinkedIn Subscribers & 3K on Substack