About Me
With over two decades dedicated to mastering securities, derivatives, and collateral operations, my journey has taken me from hands-on roles to leading operations within a prominent UK investment bank. My expertise spans a comprehensive array of financial instruments and processes, honed through practical experience and leadership at every stage of the trade lifecycle. Throughout my career, I've had the privilege of developing and delivering specialized training courses globally, catering to diverse audiences including investment banks, asset managers, custodians, central banks, and software providers.
My training courses are crafted to impart deep insights into critical areas such as securities operations, collateral management, securities lending and borrowing, corporate actions, and derivative operations. These courses delve into fundamental concepts, trade lifecycles, regulatory landscapes, and practical strategies to mitigate risks and optimize operational efficiencies. I take pride in distilling complex topics into accessible knowledge, empowering professionals across the financial spectrum to navigate and excel in their roles.
As an author of three authoritative books on securities operations, corporate actions, and collateral management, I have endeavored to provide comprehensive guides that serve as essential references in the industry. Additionally, I serve as the course director for a prestigious certification program, ensuring that operations professionals are equipped with the latest insights and skills required to excel in their careers. My commitment to advancing knowledge and best practices in financial operations is reflected in over 500 successful training sessions conducted worldwide, fostering expertise from London to Singapore, and from New York to Tokyo.
Financial services operationsOTC derivativesDerivatives MarketsRisk ManagementRisk Management and MitigationRisk Management FrameworkSecurities OperationsDerivativesCollateral ManagementTrade LifecycleCorporate ActionsSecurities LendingDerivative OperationsFinancial InstrumentsCentral Clearing