Executive Director, Head of Transition Management APAC & EMEA Morgan Stanley Fund Services Nov 2018 - Present • London
- Lead strategic onboarding and transitions for hedge fund start-ups and conversions across APAC and EMEA.
- Manage a global team across multiple regions, ensuring alignment on goals and timelines.
- Act as consultative lead and relationship manager for hedge fund clients, working directly with C-Suite executives.
- Oversee end-to-end vendor relationships, ensuring quality and timely deliverables.
- Coordinate across legal, compliance, operations, and technology teams to streamline fund launches.
- Deliver timely, risk-mitigated onboarding aligned to internal control frameworks and regulatory expectations.
- Continuously improve onboarding efficiency by identifying operational enhancements and driving change initiatives.
Vice President, Prime Services Client Integration Barclays Capital Apr 2011 - Oct 2018 • London
- Managed onboarding of multi-asset hedge funds and OTC clearing clients to the Prime Services platform.
- Acted as point-of-contact for clients from C-suite to operational leads during integration.
- Project-managed cross-functional teams to deliver within tight deadlines.
- Negotiated trading documentation (ISDAs, CSAs, MCAs, PBAs) across Europe.
- Provided strategic counsel on regulatory impact and implementation.
Executive Director, Prime Brokerage – Reporting & Technology Consulting Team Goldman Sachs Oct 2004 - Jun 2009 • London
- Developed and marketed GS’s portfolio management and risk tools to hedge fund clients across Europe and Asia.
- Delivered training to PMs, COOs, and CFOs on accounting, risk, and P&L analysis.
- Directed full-cycle client projects, from strategic scoping to post-implementation review.
Financial Analyst Program Goldman Sachs Jul 2001 - Sep 2004 • London
