Experience & Expertise
Here you’ll find an overview of my professional background and credentials in finance. I bring a strong foundation of experience supported by years of service across diverse industries.
Below, you can explore the sectors I have worked in, as well as my areas of specialization, which reflect both my expertise and dedication to helping clients achieve their financial goals.
Product, Sales and Client Account Management​
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Buy-Side, Sell-Side & Vendor Clients
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Product & Data Licensing
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Industry Conferences
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RFP / RFIs & Meetings​
Strong Knowledge and Experience In
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Mutual Funds
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Hedge Funds & ETFs
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Pre & Post Trade Processes
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Global Custody
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Pricing, Analytics & Valuations
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Corporate Actions
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Dividends & Income
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Capital Gains Tax (CGT)
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Ratings
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Benchmarks & Indices
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Data Licensing
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Royalties
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Entity Data & Business Ownership
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RIC codes
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SIC codes
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GICS codes
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Ticker Symbols
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Security Identifiers
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Product Management
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SaaS & API Products
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Sales & Marketing
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RFIs and RFPs
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Client Onboarding
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AML & KYC
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Agile Product Ownership
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Stakeholder Management
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Epics & User Stories
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Wireframes
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UAT & FAQs
- LEI
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EMIR
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MiFID II
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ISO 20022
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Security Identifiers
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AML & Risk
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BIC, IBAN & SEPA
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Foreign Exchange (FX)
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Payments and ID&V
Extensive 3rd party vendor knowledge & solution experiences include:
Bloomberg
CUSIP
Global Service
(CGS)
Dun & Bradstreet
(D&B)
Depository Trust and Clearing Corporation (DTCC)
Exchange Data International (EDI)
InterContinental Exchange (ICE)
London Stock Exchange Group (LSEG)
Salesforce.com
SIX Financial
Standard & Poors
(S&P)