UBP - Union Bancaire Privée

COO in Jersey for an independent, global, family owned, Swiss private bank. A Principal Person, Board member and carries day to day responsibility for the local operating functions of:-

> Information Technology
> Transformation and change
> Risk
> Finance and Management Reporting
> Client Documentation
> Premises, Facilities, H&S
> Outsourcing, Procurement and Suppliers

Chief Operating Officer

Private consulting company

Senior Consultant: scoping, planning and executing various complex projects and digitisation initiatives to a wide variety of financial services clients. 

Implementation and development of new “virtualCOO” consulting service line; providing specialist, bespoke and tailored COO service to selected clients.

Senior Consultant

IQ-EQ

Director and Head of Operations for a global, 200+ person Funds, Corporate and Private Wealth service provider.  A Principal Person and member of the regulated (FSB & TCB) operating Boards and the local Executive Management Team.  Chaired the Funds and PW/Corporate Operating Committees, plus the Risk Committee and Board meetings on rotation.

Responsible for an operational team of over 50 personnel, both locally and globally, providing centralised operational support to the 3 service lines (Funds, Corporate & PW) and encompassing the operational functions of: Governance & Company Secretarial support, Business Assurance & File Reviews, Regulatory Reporting, Accounting, CDD, Screening & On-Boarding, Projects & Change, Facilities and Estate Management.

Head Of Operations & Exec Director

Apex Group Ltd

A member of the Management Team and a Principal Person, responsible for the oversight, effectiveness and enhancement of the operating and change functions for a 175-headcount Fiduciary Services Business within the Corporate and Private Clients division of Apex Group

Director - Head of Ops/COO

Link Group (LNK)

Head of Ops/COO

Capita

Head Of Operations

JTC Group

Associate Director in the Group Development department; with particular responsibility for the delivery of inorganic development initiatives across JTC - M&A opportunities, greenfield set-ups and operations in new jurisdictions.

Associate Director - M&A & Integration

Pentera Trust

Head of Operations for an independent, offshore private wealth management service provider.  A member of Executive Committee and responsible for a number of operational business areas covering a wide variety of disciplines. Manages of a network of 8 operational support staff.

Head of Operations

H M Forces

An experienced Commissioned officer in the Parachute Regiment with a wide variety of combat, staff officer and instructional roles within an operationally deployed Infantry Battalion, the MOD and an internationally renowned Army training establishment.

Officer (Captain) - The Parachute Regiment

HM Forces

Officer - Army

A dynamic, authentic and passionate COO, Transformational Leader and Board member, with over 10+ years experience at C-suite level within the financial services industry (Banking, Private Clients, Corporate and Funds) - at various large, complex and global organizations. 

A qualified Director via the Institute of Directors (IOD).

HM Forces Veteran (The Parachute Regiment).

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