Dynamic Managing Director at SIFMA with a proven track record in international regulation and strategic relationship management. Successfully shaped U.S./China relations and influenced key policies through effective lobbying. Adept at public speaking and policy analysis, fostering collaboration among industry leaders to drive impactful financial reforms.
Overview
30
30
years of professional experience
Work History
Managing Director, Securities Industry & Financial Markets Association (SIFMA)
Securities Industry & Financial Markets Association (SIFMA)
06.2014 - Current
In my current role, I:
Lead SIFMA's International Policy Committee, comprising senior representatives from forty global brokers and banks, to drive cross-border regulatory cooperation, influence policy and identify emerging risks.
Led financial industry initiatives to shape U.S./China relations, fostering collaboration among stakeholders.
Lead financial industry efforts to help shape U.S./China relations.
Shaped policy on trade, data, tax, sanctions, China, and ESG through strategic lobbying and engagement with U.S. government and regulators, including Treasury, USTR, SEC, Federal Reserve, CFTC, and OCC.
Build coalitions with allied groups to pursue common objectives.
Lead the British American Finance Alliance (BAFA), a transatlantic coalition of the financial and professional services industry which I helped establish, positioning it as a key forum for US-UK financial services collaboration.
Organized conferences and roundtables regularly, enhancing dialogue and collaboration among industry leaders and governments. Undertake overseas speaking opportunities when in Europe, Asia and other markets.
Author and coordinate multiple responses to policy and regulatory consultations, demonstrating strong written communication skills.
Economic and Financial Counsellor
The British Embassy (Foreign & Commonwealth Office)
05.2009 - 06.2014
Oversaw UK diplomatic network in the USA, managing operations and strategic initiatives.
Advocated for UK interests in U.S. financial reform, including the Dodd-Frank Act, Volcker Rule, and derivatives regulation, ensuring cross-border coherence and recognition of equivalent standards.
Directed and produced analysis of implications for the UK of U.S. policy and regulation.
Directed analysis of implications for UK from U.S. policy and regulation, informing strategic decisions.
Managed senior UK delegations, including Chancellor of the Exchequer, enhancing strategic relationships with U.S. stakeholders and influencing U.S. policy.
Coordinated UK Government attendance and participation in 2009 G20 summit.
Designed and implemented financial services strategy to promote UK financial system reputation, regulatory reforms, and attract inward investment through cross-government collaboration.
Accompanied and advised Her Majesty's Ambassador to the United States during official engagements.
Head of Macroeconomic Coordination and Strategy Team
HM Treasury
04.2007 - 04.2009
Advised two Chancellors of the Exchequer on UK economic policy, enhancing governmental understanding of economic performance.
Produced high-frequency reports on UK economy and financial markets, providing timely insights for decision-making.
Engaged with Moody's, Fitch, and S&P on the annual review of the UK sovereign rating, demonstrating deep policy and regulatory knowledge.
Engaged with Moody's, Fitch, and S&P during annual UK sovereign rating reviews, influencing credit assessment through demonstrated policy expertise.
Head of Monetary Policy
HM Treasury
08.2006 - 04.2007
Led maintenance and reform of UK monetary policy framework and managed the relationship with Bank of England.
Self-motivated, with a strong sense of personal responsibility.
Worked effectively in fast-paced environments.
Skilled at working independently and collaboratively in a team environment.
Head of Economic Reporting
HM Treasury
08.2002 - 08.2006
Presented and explained UK Government's two annual economic forecasts to media and public.
Self-motivated, with a strong sense of personal responsibility.
Worked effectively in fast-paced environments.
Skilled at working independently and collaboratively in a team environment.
Head of Trade, Investment and Competitiveness
HM Treasury
07.2000 - 07.2002
Advised on UK trade policy, enhancing understanding of trade performance and its implications for economic growth.
Self-motivated, with a strong sense of personal responsibility.
Worked effectively in fast-paced environments.
Skilled at working independently and collaboratively in a team environment.
Assistant Economist
Scottish Government (then Scottish Executive)
09.1999 - 07.2000
Analyzed Scotland's economic performance and advised Government ministers in the new devolved Scottish Government.
Analysed economic data to support policy advice and ministerial briefings.
Prepared clear reports translating complex statistics into accessible recommendations.
Supported forecasting work using spreadsheets, models, and analytical tools.
Assistant Economist
HM Treasury
09.1996 - 08.1999
Education
BS - Economics
University of Strathclyde
Glasgow, Scotland
01-1996
Skills
Regulatory expertise
Policy analysis and insight
Relationship management
Commercial acumen
Business execution
International policy influence
Policy analysis
Public speaking and writing
Public speaking
Teamwork
Staff management
Timeline
Managing Director, Securities Industry & Financial Markets Association (SIFMA)
Securities Industry & Financial Markets Association (SIFMA)
06.2014 - Current
Economic and Financial Counsellor
The British Embassy (Foreign & Commonwealth Office)
05.2009 - 06.2014
Head of Macroeconomic Coordination and Strategy Team
HM Treasury
04.2007 - 04.2009
Head of Monetary Policy
HM Treasury
08.2006 - 04.2007
Head of Economic Reporting
HM Treasury
08.2002 - 08.2006
Head of Trade, Investment and Competitiveness
HM Treasury
07.2000 - 07.2002
Assistant Economist
Scottish Government (then Scottish Executive)
09.1999 - 07.2000
Assistant Economist
HM Treasury
09.1996 - 08.1999
BS - Economics
University of Strathclyde
Personal Information
Driving License: Full, clean UK and U.S. driving licenses
Availability: Willingness to travel
Work Permit: Dual Citizen (U.S. and UK) with right-to-work. U.S. and UK passports
ID Type: Passport
ID Number: U.S. and UK passports
AWARDS & HONORS
Colquhoun Prize for Top Performance in Economics in 1996
OTHER QUALIFICATIONS
Dual Citizen (U.S. and UK) with right-to-work. U.S. and UK passports
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