Results-driven senior professional with over 15 years of international experience in the financial sector across the UK and US. Proven track record of leading diverse teams and stakeholders to successfully deliver large-scale, complex change management programs and projects, driving value creation across multiple departments.
Professional Summary
Results-driven senior professional with over 15 years of international experience in the financial sector across the UK and US. Proven track record of leading diverse teams and stakeholders to successfully deliver large-scale, complex change management programs and projects, driving value creation across multiple departments.
trengths! Here’s how it could look on your resume:
Skills
• Strong communication & interpersonal skills
• Program/Project management
• Collaboration
• Problem-solving
• Data analysis
Analytical thinking
• Time management
• Leadership
• Stakeholder management
• Adaptability
• Agile Scrum
Prioritization and execution of business initiatives across organizational levels
Lead Business Execution Consultant – Corporate & Investment Banking
October 2019 – Present
Wells Fargo Securities
Responsible for delivering large and complex initiatives for Securities Operations, successfully implementing key programs that drive business efficiencies and support growth.
Key Responsibilties:
• Global Post Trade Management Program: Partnered with Broadridge Financial Solutions to develop a securities eco-system enabling global securities processing in a real-time platform. Led the five-year implementation involving multiple applications, asset classes, and legal entities, delivering Phase 1 in August 2022 and Phase 2 in August 2024.
• WFBI Repo Replatform: Managed the migration of Wells Fargo Bank Ireland Repo business from Blackrock Front Office platform to Wells Fargo Front Office and Broadridge Back Office platform. Successfully delivered the two-year project in April 2024.
Key Responsibilities:
• Developed and executed a strategic roadmap supporting Operations and Finance.
• Led cross-functional collaboration, reporting, escalation, and progress tracking.
• Assessed operational process improvements and technology upgrades for business expansion.
• Conducted detailed business analysis, reviewing existing processes and architecture.
• Created and managed EPICS and JIRAs, updated Kanban boards, and participated in daily scrums & ongoing Sprint planning.
• Identified scope and business case, performing risk analysis.
• Defined strategic business objectives for product solutions and documented business requirements.
• Managed end-to-end testing, coordination, and stakeholder communication.
• Built partnerships across Operations, Finance, Technology, and external vendors to ensure seamless project delivery.
• Monitored project tracking throughout pre- and post-implementation phases.
Business Support Consultant – Corporate & Investment Banking (Regulatory Reporting)
April 2018 – September 2019
Wells Fargo Securities
Led the delivery of global regulatory reforms reporting solutions within the Operations Product & Strategic Delivery Reporting team. Collaborated with cross-functional teams and external vendors to ensure compliance with regulatory requirements and operational excellence.
Key Responsibilities:
• Managed end-to-end implementation of regulatory project deliverables, including business case definition, business analysis, requirements gathering, and technology impact assessment.
• Coordinated project planning, status reporting, risk identification, mitigation, and final implementation.
• Worked closely with Technology, Compliance, Legal, Operations, and Vendors to drive the successful delivery of key regulatory initiatives.
• Led implementation of the MIFID I Remediation program, transaction reporting for BREXIT, and the Securities Financing Regulation (SFTR).
• Developed and executed test planning, risk management, and business requirements documentation.
• Delivered regular project updates to senior stakeholders, ensuring timely completion of all project milestones.
Programme Manager – Business Change Group
April 2010 - April 2018
Bank of New York Mellon (BNYM) Asset Servicing, London
Led the delivery of multiple large-scale, cross-functional projects for major clients, overseeing strategic initiatives across Fund Accounting, Custody, and Transfer Agency services. Managed end-to-end project execution, building strong relationships with internal and external stakeholders to ensure successful project outcomes.
Key Responsibilities:
• Managed the full lifecycle of multiple projects, from initiation and requirements definition to post-implementation.
• Collaborated with cross-functional workstream leads, including Technology, Fund Accounting, Transfer Agency, and Custody, to ensure adherence to project deliverables.
• Identified and mitigated risks, managed interdependencies, and communicated key project changes to stakeholders.
• Built strong client relationships, providing regular updates and managing expectations through Steering meetings.
• Directed the change control process, budget management, and stakeholder reporting.
• Worked closely with third-party vendors such as Bravura Solutions and DST for Transfer Agency system changes.
Business Analyst – Global Project Management Team
May 2008 – March 2010
Goldman Sachs Asset Management (Chicago) – Investment Management Division
Led business-related projects in partnership with Technology to drive strategic initiatives within the Investment Management Division. Focused on re-engineering critical trading, inquiry, and reporting platforms used for Money Market, Equity, and Fixed Income products.
Key Responsibilities:
• Collaborated with Technology and Transfer Agent teams to re-engineer the Asset Management Division’s trading, inquiry, and reporting platform.
• Gathered detailed functional and non-functional requirements for the front-end user interface and back-end systems managing funds, users, clients, and application configurations.
• Worked with IT teams to convert business requirements into system requirements and led efforts to customize the platform for specific client needs, including white-labeling solutions.
• Developed and executed detailed user acceptance and regression testing to ensure solution quality.
• Documented client migration plans, updated marketing materials, and facilitated end-user training.
• Provided implementation support, ensuring smooth project execution and stakeholder satisfaction.
Project Manager/Business Analyst – Private Wealth Management (PWM)
August 2006 – April 2008
Goldman Sachs International (London) – Private Wealth Management Division
Led the end-to-end delivery of key projects within Private Wealth Management, including establishing a new business unit in Paris. Managed project scope, risks, financials, and business analysis to ensure successful project execution and compliance with regulatory requirements.
Key Responsibilities:
• Spearheaded the initiative to establish a new PWM business unit in Paris, developing the Legal, Compliance, Operations, and Technology infrastructure to support the business.
• Selected and maintained the relationship with a French custodian bank to provide custody services to PWM clients in France.
• Collaborated on client presentations and participated in the bank selection process.
• Ensured that all processes and controls adhered to the Markets in Financial Instruments Directive (MiFID) requirements.
• Supervised external Business Analysts to support various aspects of the project.
• Oversaw project planning, risk management, and financial oversight to deliver on time and within budget.
Associate – Distribution Services
August 2004 – July 2006
Goldman Sachs Asset Management (Chicago) – Investment Management Division
Managed project enhancements and system conversions for the Global Cash Services (GCS) portal, a proprietary trading and reporting platform. Collaborated closely with sales teams to drive new business opportunities and client onboarding.
Key Responsibilities:
• Served as the Business Project Lead for a firmwide initiative to migrate approximately 2,200 Global Cash Services users from a legacy authentication framework to a new, firmwide authentication infrastructure.
• Participated in business development meetings, contributing to discussions on client opportunities and system enhancements to support client needs.
• Managed user requirements, system upgrades, and security enhancements to improve GCS portal functionality.
• Worked closely with cross-functional teams, including Technology and Sales, to ensure seamless execution of project deliverables.
Client Service Analyst – Investment Service Centre
June 2001 – July 2004
Goldman Sachs Asset Management (Chicago) – Investment Management Division
Focused on building and managing client relationships, ensuring high-quality service delivery for institutional and individual clients. Acted as a liaison between clients and the Money Market trading desk.
Key Responsibilities:
• Executed trades on behalf of clients, ensuring accuracy and timeliness of transactions.
• Responded to client inquiries, providing detailed information on portfolio performance, market conditions, and investment products.
• Communicated trade indications to the firm’s Money Market trading desk to facilitate optimal trade execution.
• Delivered comprehensive client support, addressing any service issues and maintaining a high level of client satisfaction.
Client Analyst – Investment Service Centre
January 1998 – May 2001
Goldman Sachs Asset Management (London) – Investment Management Division
Managed client relationships and provided comprehensive trading and support services for Private Wealth Management and institutional clients. Played a key role in training new Client Analysts and supporting recruitment efforts.
Key Responsibilities:
• Executed trades on behalf of clients, ensuring precise and timely transactions.
• Responded to client inquiries, providing detailed support on portfolio performance and investment products.
• Trained Private Wealth and Prime Brokerage Client Analysts on GSAM trading procedures and systems to ensure consistent service delivery.
• Participated in recruitment efforts, helping to identify and onboard new team members.
• Maintained high levels of client satisfaction through proactive communication and problem resolution.
Won the Wells Fargo Corporate & Investment Management Champion Award in 2023for exceptional performance.