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Curriculum Vitae:
Personal Details
Date of Birth: 4th
November 1968
Nationality:
British
Marital Status: Married
Dependents:
1
Professional Summary
I am a SOA Architect and Project Manager
with over 6 years SOA business and technical management
experience and 14 years total experience.
Over 14 years experience managing and
implementing complex business focussed solutions. Also,
previously a co-founder of a hosted SOA (Service Oriented
Architecture) platform company focussed on the financial
services industry, in particular financial supply chain
integration, life & pensions process integration.
[snip], the company I co-founded, developed
a next generation hosted process integration (business process
management) solution utility service (in partnership with IBM)
based upon a service oriented architecture model (SOA). The
service was created to help organisations in the financial
services industry interoperate processes in the technology stack
without the need to replace their existing system and creating
that can be integrated
My previous work has also included managing
strategic implementations and development teams from inception
to delivery for financial services clients. This includes
integration solutions, Service Oriented Architecture and
straight through processing. Have also worked on developing
business cases,
My skills include matrix project
management, project planning, budgeting and estimating,
tracking, risk, issue and change control management; dealing
with senior stakeholders and 3rd party vendors. It also involves
managing and working with geographically diverse
multi-disciplinary technical and business teams.
My technology expertise includes SOA method
driven project planning and delivery.
Employment History
November 2006 – present
[snip]Role: Managing Consultant, Service Oriented Architecture Practice
Key Role and Objectives include
- Project Management for SOA driven projects
- Own P&L responsibilities for the practice
- Develop proposition for the practice
- Develop and execute Business Plan for the practice. This includes Sales and
Marketing Plan, Resourcing plan, Budgets, Headcount.
- Lead Sales and Marketing Effort to develop new business
- Developed a business driven SOA Method
May 2005 – October 2005
[snip]
Recent Client Assignments
Jul 2006–October 2006 - [snip], through CGI.
Role: Project Manager and Engagement Lead, Fixed Income Prime Brokerage (FI PB)
Key Role and Objectives included:
- To develop a high level business and technical strategic architecture (focussed
on an SOA) that fits into the bank future technical architecture.
- Working with teams at all levels within the bank to develop a new business
division to manage a transformation programme
- Worked on the front-to back solution impacting around 22 different systems
across the bank and integrate processes around and SOA architecture
- Work on the development of a tactical solution to leverage the current systems
and infrastructure within the bank; my tasks were to work with the team to
initially gather requirements.
- Performed Business Analysis work in Client Reporting and Trade Capture
- Consult and engage with a large number of senior stakeholders throughout the
bank including operations and technology teams (e.g. trade capture, client
portal, trading systems, regulatory, business unit control)
- Consult with all stakeholders across the bank to develop a strategic view of
future product and services offered by the FI PB business
__________________________________________________________________
April 2006-July 2006 [snip]
Role: Senior Project Manager, Hedge Fund of Funds Business
Key objectives included:
- Working with the management team to develop the vision and strategy for
improving and enhancing both client services and operational aspects of the bank
for the hedge fund of funds business.
- Managing the selection and implementation of an enterprise wide portfolio/asset
management system across [snip] global organisation in London, Geneva and New
York.
- Managing the implementation of the hedge fund of funds business of the bank
covering front/middle and back office.
- Managing internal and external development teams for the enhancement of the
product to be implemented at the bank.
- Working for the COO for this strategic project for the bank with my reporting
line into the London
- Managing a total anticipated budget of £4m and a team of internal and external
(i.e. vendor) staff of around 10 people between the different sites.
My tasks included project managing the improvements in client reporting.
Responsibilities include working with the IT, Infrastructure, production and
development teams to implement and integrate the new package(s) within the
bank. The bank’s standard development environment is .NET using the Microsoft
suite of tools including Visual Basic, C#, VBA etc.
The organisation uses a matrix management structure using ITIL, SAFE and RUP
methodologies for development and implementation.
Background
[snip] are the world’s 2nd largest hedge fund of fund managers with nearly $32bn
under management. It is also one of the top 10 Swiss Private Banks with total
assets around CHF100bn. [snip] are a family owned private bank with client
across institutional and private investors.
__________________________________________________________________
November 2005-April 2006 - [snip]
Role: Senior Project Manager
Key achievements include:
- Managing three streams of work, 2 development and one production support.
- Matrix managing a team of 15 people across the UK and US for the development of
an underwriting system in Java and .Net. An extension to an existing package
sold into the organisation.
- Developed and managed detailed project plan to manage a software development
team for more than 2000 man days of effort.
- Managed a total of £5million budget including estimating calculating and
controlling where budget was spent.
- Worked with the client to develop a internet and service oriented architectural
approach to develop the solution
- Leading the client relationship at client site and working with senior
management both internal (within the software house) and within the client.
Methodologies used in the two streams of work are the Rational Unified Process
and PRINCE II. The technical environment includes databases such as DB2 and
Oracle. Development is done in Java/J2EE/EJBs running on IBM Websphere
Application Servers. Interfacing is done using XML into all systems. All
systems are browser based to reduce the deployment complexity of applications.
Background
[snip] are part of [snip], the large US insurance company. [snip] have a suite
of products to implement front-to-back office for the management of life
business. L&G have engaged in a two year strategic programme to implement a
leading edge solution for life insurance underwriting. [snip] customers include
MetLife, AMP, Abbey, Axa.
___________________________________________________________________
September 2005-October 2005 (Short Term Assignment) [snip]
Role: Business Strategy and Implementation Consultant
Key Achievements include:
- Perform a market assessment of the Treasury Software Systems market place. This
included assessing the market needs, building marketing plan, determining new
functionality to be developed and writing a business plan to be presented to
users.
- Wrote a Business strategy and business plan for the Treasury software business
and presented to board level
- Dealt with senior directors in the business, to assess the future viability of a
treasury management system.
My further role was to work with the senior operational risk consultants to work
with investment banking and asset management clients in helping assess, create
and implement operational risk models for clients.
Background
This is a niche consultancy and vendor selling operational risk consultancy and
products to financial services markets (including investment banking and asset
management). Their product set also includes a treasury management system,
Operational Risk Management tool focused on Basel II and SoX compliance.
___________________________________________________________________
June 2005-September 2005 - [snip]
Role: Senior Project Manager
Key Achievements include:
- Architecting solution for the implementation of a package for clients
- Created a project plan for the development of customised software in Java in
addition to the core functionality of package to be implemented
- Wrote project initiation, terms of reference documents to the initial of the
project.
- Managed a team of external (3rd Party Vendor) and internal development staff for
customisation of the solution.
The technologies used in this project included Java, Oracle, Windows, Unix and
mysql.
Background
[snip] is one Europe’s largest suppliers of Retail and Banking for Point-of-Sale
hardware and software, ATMs to banking clients.
Jan 2001-May 2005
[snip] Limited
Role: CEO, co-founder
Key achievements include:
Business Strategy
- Co-Founded and created vision for the busines
- Built and lead team of world class individuals to execute on the business
strategy
- Co-Developed business plan, operating model and business model
- Worked with team to developed financial model
- Hired leading names as board directors and advisors (including former Chairman
of LIFFE and former CEO of Crest)
Technical Strategy/Architecture
- Created a new integration model focussed on process integration solutions
- Created a Services Oriented Architecture (SOA) model for the implementation of
process integration solutions before the term was used.
- Co-Developed and implemented product roadmap and strategy for the technology
direction including the use of service based architectures beyond the firewall
- Developed the services approach centred around a business process management
framework with core catalogues of hosted ‘services’. This includes developing a
model for defining re-usable services
- Developed the ‘connectivity model’ to enable organisations processes’ to
interoperate
Business Development
- Business development to develop [snip] market with board level executives in
financial services clients
- Developed managed [snip] partners (e.g. IBM, system vendors in vertical markets,
consulting companies).
- Managed development team offshore to develop core platform for the creation of
the process integration solution. Used Agile development methodology
- Approached and dealt with investors (angel investors, seed investors and venture
capitalists) for funding the business.
The business areas worked in include Life & Pensions, Investment Management and
Administration, Third Party Administrators, Pensions Administrators, HR,
Payroll, FX, Treasury, Money Markets, Accounting and Finance and Travel and
implements e-commerce and e-business solutions for large organisations. I also
have knowledge and experience of standards such as TWIST, MiFID, FIX, ISO15022.
Background
[snip] is a company which provides services to implement next generation process
integration middleware in financial services focussed upon STP solutions. The
company’s core focus is to deliver a hosted service to link processes between
participants in the financial services market processes including treasury
departments, life companies, distributors, third part administrators, fund
supermarkets and IFAs. Primary technology based around delivering and e-business
solutions using internet technologies (including Java, Web Services, PHP,
Apache, application servers).
May 1999-Dec 2000
[snip]
Role: Consultant
Key achievements include:
- Co-Founded the company and developed business propositions for the e-business
marketplace.
- Developed e-business strategies for medium and large organisations.
- Developed business plans for new .com models using the internet.
Background
[snip] are a company specialising in e-business management consultancy. [snip]
provides strategy, design and implementation services for transforming
traditional businesses into e-businesses or in the creation of new e-businesses
Jul 1998 – May 1999
[snip], London
Role: Project Manager
Key achievements include:
- Successfully managed the implementation of global equity derivatives and equity
brokerage systems in the front office (Sophis Risque).
- Worked in a matrix environment with teams of up to 10 people from across the
bank (UK and Holland)
- Managed the relationship between Business and IT and was the key Business
Relationship Manager for Equities groups.
- Managed the implementation of infrastructure with value £2m for the Equities and
treasury Business groups.
- Architected and managed the creation of a technical production environment
- Initiated and managed vendor relationships with external software and service
providers
- Developed IT policies and methodologies on my own initiative where there were
none, and presented them to the Head of IT for implementation.
- Managed the migration during the office move of Equities Group IT Data Centre to
a new state of the art facility.
The systems in which I had involvement included Sophis Risque, GLTrade for
connection into global equity and derivatives exchanges and supply of market
data. The system was implemented on a Sun Platform with Oracle database in
fully resilient environment.
Background
[snip], the third largest Dutch bank and the only AAA rated commercial bank in
the world, decided to build a global investment banking operation in niche
markets.
Jan 1998 - Jun 1998
Role: Director/Project Manager
Key achievements
- Founded the company and wrote a business plan for the creation of an
organisation to provide Indian development project teams to large organisations
in the UK and outsourcing software development to India
- Developed partnerships and supplier relationships with consultancies and
recruitment agencies in the UK and Europe.
- Established partnerships and relationships with India software houses wishing to
supply resources.
- Developed a screening and assessment model to select high quality candidates for
projects.
- Successfully project managed and implemented complete development projects with
offshore software development companies in India.
May 1997 - Nov 1997
[snip], (based in) London
Role Project Manager
Key achievements include:
- Matrix managed a team of 8 for the implementation of a front office FX/Treasury
Margin Trading System (Margin Man) within the bank across 5 financial centres
and a budget of $2m.
- Quickly identified key problems with the implementation architecture after
taking over as project manager
- Re-architected the re-presented the solution due to bank technology
infrastructure limitations within two weeks of joining the bank.
- Agreed a new budget and project plan with Global Head of FX Business Development
and the Global Head of FX Margin Trading.
- Managed the relationship with the business within the bank including
(compliance, audit, legal, front office trading etc) to implement the system
- Created and implemented a global support strategy for the product
Background
This was the first global system implemented within [snip] worldwide (London,
New York, Hong Kong, Singapore and Frankfurt) for Collateralised FX (Margin)
Trading. This also involved integrating into [snip] Triarch and [snip] 3000
for market data.
Jul 1996 to May 1997
[snip], London and Frankfurt
Role: Project Manager
Key achievements include:
- Matrix managed a technical and business team for the implementation of an
equity research system between Frankfurt and London
- Wrote a strategy and solutions document presented to the COO and Head of IT for
the Frankfurt branch of the bank to implement a research system.
- Created a project plan containing work on process design, programme design, data
migration, tool evaluation, installation and support.
Collected requirements, designed the systems and managed the implementation of
the first web intranet site for the bank with development teams in London.
Background
[snip] were implementing a Global Equity Research System to provide appropriate
tools to Equity Researchers world-wide.
Oct 1994 to Jul 1996
[snip] USA)
Role: Implementation Manager and Technical Consultant
Key achievements include:
- Being the main company representative on client site, informally handling the
client relationship and worked with
- Installing, configuring and architecting the solution for clients
- Performing business and technical analysis to gather requirements for the
implementation of the solution.
- Worked on my own initiative at client site at [snip] and [snip] in Munich and
Frankfurt
Background
GPS is an Investment Management system, using Client/Server technology. It will
perform most functions related to Fund and Portfolio Management. This includes
placing of orders (Equities, Debt securities, Derivatives etc), Settlement,
Reconciliation, Investment Guidelines, Market Data Feeds, Cash Management etc.
Oct 93 to Sep ‘94
[snip] Role: Software Developer; Developing software in Visual Basic and C++
Educational Qualifications
Oct 1988 to Jun 1992
University of York, Heslington, York. United Kingdom.
MEng (Hons) Computer Systems and Software Engineering
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