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Having spent over 20 years in the Banking, Financial and Investment Services industry – I decided to set-up a consultancy firm to utilise my vast knowledge and skills to assist clients with their needs and offer education, where needed.

About Me

Image by Chris Ghinda

My Background 

I have an Economics degree and I’m a certified, highly motivated and goal orientated FISD / SIIA Financial Information (FIA) industry professional with expertise in reference & market data, asset classes, funds, pre & post trade processes, corporate actions, pricing, BICs, IBANs, SEPA, FX payments and settlement.
 

Additionally, I have a high level of experience in internal and external stakeholder management, product content, process mapping, change programme initiatives, and acquired great leadership experiences whilst managing Agile projects & my teams.
 

I made strong contributions to the development, implementation, marketing and promotion of new financial products & services, as well as enhancing company profile and brand awareness via numerous financial industry B2B conferences such as Eagle Alpha, FISD, FIMA, IACT Corporate Treasury and The Full FX.
 

My experiences also extended to the pre & post sales processes, customer relationship management (CRM), RFPs / RFIs – plus banking and institutional client account management worth £/$ millions annually – where my knowledge of AML, KYC, due diligence and industry regulations have proven useful.

Tenures Include (but are not limited to)

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  • The Capital Group

  • Dun & Bradstreet

  • SWIFT

  • Standard and Poors’

  • The Royal Bank of Scotland

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©2025 by Ophir Consultancy Management. 

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