An advisory and operating approach focused on helping financial infrastructure and technology firms navigate operational complexity, platform scale, and institutional workflow change. Typically engaged ahead of major delivery or transformation programmes, with work spanning strategic advisory, operational design, ecosystem coordination, and leadership across scaling or evolving environments.
Senior FinTech and SaaS operator working across buy-side, sell-side, custodians and platform vendors. Specialises in translating complex data and platform environments into structured operating models that support platform scale, institutional coordination and delivery execution. Works across strategic accounts, partnerships and platform expansion to improve adoption, operational scalability and ecosystem alignment.
Currently available for advisory, embedded, fractional and senior leadership engagements.
Strategic Account and Client Solutions leader focused on developing commercially viable client and partner strategies across sell-side, custodial and vendor ecosystems.
Career spans AccessFintech, NEX Traiana, Barclays Capital and UBS Investment Bank, plus public board experience (NED) at LATAM SEF.
Based in London, UK (primary) and US citizen (authorised to work in both jurisdictions).
Platform Scaling · Data Platforms · Ecosystem Growth · Client Operating Models · Operational Governance · Strategic Partnerships · Senior Stakeholder Management
FinTech and Capital Markets operator working across strategic accounts, solutions and partner ecosystems in custodial, sell-side and market infrastructure environments. Operates with execution discipline across commercial, product and delivery functions, maintaining clear ownership, prioritisation and accountability.
Create shared execution priorities across commercial, product and delivery functions anchored to a single client and growth view, with clear ownership and accountability.
Drive alignment across senior stakeholders early, before formal governance cycles, reducing friction in multi-party decision environments.
Use pipeline signals, delivery metrics, and performance data to surface risk early, prioritise work, and maintain execution discipline across teams.
Structured ways to engage, each designed to align commercial growth with operational discipline.
Tighter data structures and governance to reduce implementation friction, surface additional commercial and product opportunities, and enable strategic capabilities (e.g. AI enablement, analytics and insight, scale) for business impact.
Commercial and delivery model that uses System Integrators as force multipliers across sales and implementation. Aligns incentives, certification, and governance to drive pipeline, accelerate deals, and de-risk delivery. Reduces reliance on internal headcount by shifting delivery to partners, enabling repeatable deployments and scalable subscription growth.
Operational and commercial scale challenges emerge quickly once early enterprise traction begins. Many early-stage FinTech firms hit the same inflection point after initial client growth: onboarding complexity, fragmented workflows, bespoke client requirements, governance gaps, and cross-functional coordination begin to outpace delivery capacity. The objective is not adding headcount, but building repeatable operating foundations that support scalable delivery, client confidence, and commercial growth without introducing structural friction.
Engagement OverviewStructured approach to establishing scalable data operations, governance, and architectural foundations. Defines consistent data models, operational standards, and integration principles to support onboarding scale, ecosystem connectivity, analytics, and future AI capabilities. Reduces operational friction caused by fragmented workflows, bespoke integrations, and inconsistent data structures while improving scalability, delivery efficiency, and operational control. Creates reusable foundations that support product expansion, real-time workflows, and scalable growth.
Engagement OverviewCross-functional approach spanning Sales, Product, Technology, and Operations to create a unified view of client needs and performance. Aligns commercial, delivery, and product execution to improve pipeline conversion, accelerate launches, and strengthen retention. Systematically captures client signals across onboarding, delivery, and ongoing usage to identify friction, close value leakage, and inform strategic decision-making. Builds durable client relationships that support long-term growth and partnership expansion.
Model for integrating and scaling external data within product workflows without bespoke rework. Establishes standards, incentives, and integration patterns that make onboarding and reuse efficient across use cases. Improves data availability, consistency, and time-to-market while reducing operational overhead. Enables scalable data acquisition that supports product expansion and commercial growth.
Structured approach to expanding and operationalising data and participant networks across platforms. Defines onboarding strategy, commercial incentives, and integration standards to attract and scale new contributor segments. Improves data coverage, timeliness, and resilience while reducing operational friction. Strengthens network effects, increasing platform value and creating a foundation for scalable growth and new revenue opportunities.
Model for shaping, governing, and commercialising shared data assets with strategic partners. Aligns curation standards, ownership, and incentives to ensure datasets are scalable and product-ready. Unlocks early revenue opportunities, particularly in AI-led use cases, while deepening partner integration and long-term value.
Structured use of institutional insight and senior stakeholder networks across sell-side and custodians. Translates cross-firm understanding of data strategies and operating models into faster alignment and clearer execution paths. Reduces multi-party friction and improves commercial and delivery outcomes in complex environments.
Three programs that demonstrate platform scaling, regulatory architecture and institutional partnership transformation.
Scaled a multi-party data network from 10 to 175+ institutional participants across sell-side firms, custodians, sub-custodians and platform partners. Designed and operationalised the client and partner engagement model, including onboarding frameworks, data contribution standards and pre-sales partner alignment, enabling scalable network participation and reducing integration friction across markets.
Introduced a new sub-custodian participant class, expanding coverage across 65+ markets through structured onboarding and data contribution standards, strengthening network completeness and resilience.
Enabled processing of 2B+ daily events through standardised data flows and network scaling.
Shaped commercial positioning of partner value pre-sale, supporting expansion of recurring revenue streams to $20M ARR.
Led a Tier 1 asset manager relationship (>$12T AUM) alongside a multi-stream cross-business program across NEX. Removed a critical custodian dependency within a migration program, unlocking new message flows and enabling the creation of a new billable service line.
Expanded futures network participation to 9 FCMs and established integration with the client's investment management platform, aligning executive stakeholders across both organisations to support delivery and commercial alignment.
Delivered coordinated governance across senior stakeholders to align execution priorities, resulting in new revenue-generating service capability and expanded network footprint.
Defined and structured tax and regulatory compliance programs at two investment banking businesses, establishing governance structure, delivery architecture and executive reporting frameworks ahead of implementation.
Led cross-functional teams of 20+ across operations, technology and control functions to mobilise and transition these programs into implementation across multiple jurisdictions, ensuring consistent execution and alignment.
Established scalable governance and reporting structures to support ongoing regulatory change management and senior stakeholder oversight.
Open to advisory, fractional, contract and senior leadership engagements and conversations across FinTech, SaaS and Financial Services.