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Work Background
EYPartner Advisory
Aug. 2022 - Jan. 2023Hong Kong SAR · On-site
CGIDirector Consulting Services
May. 2020 - Apr. 2022Hong Kong SARHelping clients realise true positive outcomes from their digital transformation initiatives. - Responsible for business development activities in Hong Kong and Asia Pacific region as a new-to-market and sole CGI Asia based client facing office
- Primary focus on promoting CGI capabilities across Financial Services through to leveraging Smart Cities capabilities
- Leveraged deep experience and expertise within the Financial Services sector to deliver solutions and consulting to FIs with an active digital transformation agenda
Expanded core global relationships across Asia
KPMG ChinaDirector
Aug. 2018 - Mar. 2020Hong Kong- Senior member of the HSBC Client Service Team focused on supporting the firm’s client coverage across Asia Pacific with global interaction - Primary lead for, and developed, the Asia coverage model across HSBC Global Trade & Receivables Finance and Global Liquidity & Cash Mgmt. to support regional KPMG critical engagement with key product families
- Co-led engagement and thought leadership on Wealth Management with the Client
IP Global LtdRegional Head of North Asia
Aug. 2016 - Aug. 2017Hong Kong- Senior leader in the Global Sales Team with responsibility for all investment property sales activities in Hong Kong and other key Asian markets, managing a team of between 12-14 investment consultants
- Developed and implemented a new disciplined sales practice methodology driving enhanced pipeline management, forecasting and sales activities. Increased sales performance vs. 2015
- Designed advanced investment return models and tools to support the detailed analysis of IP Global investment properties for client analysis
Atrellus Business Services LimitedCEO and Co-Founder
Mar. 2016Hong Kong SAR · On-siteFounded in 2016, Atrellus accelerates operational efficiency of day-to-day office functions for small businesses to listed companies. We move companies forward with their reliance on commonly used work applications where 90% of users only use 10% of the available functionality. We specialise in quickly and effectively bringing data integrity to data. We significantly reduce staff time spent on manual and frustrating processes. We ensure there is a single and uncompromised version of the truth across all business lines and functions. And, we deliver a much improved user experience with automated dynamic functionality.
The Hongkong & Shanghai Banking Corporation LimitedRegional Head Global Trade & Receivables Finance AsiaPac (ex HK & Macau)
Jul. 2011 - Jul. 2015Hong KongRegional responsibility for all Trade and RF activities - Core Trade, Commodities & Structured Trade Finance, Receivables Finance and operations across 17 markets in Asia Pacific, excluding HK & Macau. Lead a team of approximately 1800 staff across Asia to deliver market leading performance in the face of strong competition and complex regulatory frameworks. Senior executive on key GTRF and Asia Commercial / Global Banking management committees
The Hongkong & Shanghai Banking Corporation LimitedRegional Head Trade and Supply Chain AsiaPac (ex Greater China)
Jul. 2009 - Jul. 2011Hong KongResponsible for Regional TSC activities across all Asia Pacific and South Africa outside of Greater China. Delivered significant growth of the trade finance balance sheet and revenue coming out of the GFC. Promoted the expansion and integration of enhanced business lines within the region.
HSBC Bank USA, N.A.Head of Sales Trade & Supply Chain
Dec. 2007 - Jul. 2009New York, NewYorkLead all business development and client management activities across the US, defining and delivering strategic direction to exceed expectations. Directly managed a portfolio of multi national clients leveraging the HSBC franchise for enhanced supply chain financial benefit. Managed multiple sales teams geographically located across the US.
HSBC Bank USA, N.A.Head of Supply Chain Business NA
Aug. 2006 - Dec. 2007New YorkResponsible for all business development activities across North America. Activities focused on FMG with a focus on major Retail and Consumer Products companies with global footprints
Citibank, N.A.Director, Global Transaction Services
Jul. 2005 - Aug. 2006New York City
Wachovia, A Wells Fargo CompanySVP
Jan. 1994 - Dec. 2005Summit, New JerseyVariety of positions across 11 years including Sales, e-commerce development, regional business and supply chain management
Standard Chartered BankAssistant Vice President - Corporate Banking
Mar. 1991 - Mar. 1994New York, NYRelationship Manager responsible for developing and managing a portfolio of international middle market trade finance oriented relationships with emphasis on the Textile and Apparel industries.
Standard Chartered BankCredit Officer
Oct. 1989 - Mar. 1991New York, NYCredit Officer responsible for implementing the Bank’s global credit policies in relation to North American middle market and corporate portfolios.
Standard Chartered BankCredit Analyst
Sep. 1988 - Mar. 1989New York, NYCredit Analyst in Corporate Loan Workout Section and Junior Credit Analyst responsible for analyzing corporate and commercial loan proposals.
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