Functional Skills
Financial Modeling
Forecasting / Projections
Business Analytics
Software Skills
Microsoft Excel
Microsoft Word
Microsoft Access
Microsoft PowerPoint
Microsoft Excel Macros
Microsoft Office
Google Sheets
Certifications
CFAChartered Financial Analyst
Sector Experience
Financial Services
Social & Public Sector
Languages
English
21
years
Years of Experience
9/20
Member Since
Experience
In Toto Consulting Limited
Management Consulting
Managing Director
In Toto Consulting focuses on Board of Director due diligence. We also take on bespoke projects in the areas of finance, corporate strategy, stakeholder engagement and corporate governance.
As the founder, my key responsibilities are: management of operations, strategy and content, marketing, business development, client management and project execution.
As the founder, my key responsibilities are: management of operations, strategy and content, marketing, business development, client management and project execution.
CLSA Ltd
Finance
Managing Director
Thematic and stock specific equity research on Singapore, Hong Kong and Malaysian Financials. Also responsible for build out of asia ex-China fintech research.
Natwest (formerly RBS)
Finance
Director, Co-Head of UK & Irish Banks Research
Thematic and stock specific equity research on Irish and UK banks, corporate broker, contributed to the Independent Commission on Banking's work.
Societe Generale
Finance
VP, UK Banks Equity Research
Thematic and stock specific equity research on UK banks
ING
Finance
UK & Irish Banks Equity Research Analyst
Thematic and stock specific equity research on UK and Irish Banks
CIBC
Management Consulting
Analyst Associate Consultant
Consulting on internal projects, financials for business cases involving the retail branch network, strategy support for the head of retail banking.