Speaker Profiles

Virginie is Managing Editor of A-Team Insight, A-Team's flagship title which covers financial technology from the front to back office, including trading technology, market data, low latency, risk management, regulatory impacts on IT and reference data.

She is a regular public speaker at in-house and industry events including Swift's annual user conference Sibos.

Prior to her appointment at A-Team, Virginie was group editor of Investor Services Journal and Alternatives magazine and before that, she was editor of STP Magazine and online service stpzone.com.

Virginie has also written across a number of titles in a freelance capacity, including FT Mandate, Global Custodian and Professional Wealth Management. She has written about topics such as securities services, asset management, wholesale banking and global financial IT. Prior to her appointment at STP, Virginie was editor of several international newsletters in the banking space for Informa and was also editor of Pensions International and Financial Regulation International.

Virginie has a Masters degree in English Literature from the University of Edinburgh.

Paul Bodart has joined The Bank of New York on January 1, 1996 as a Senior Vice President to become the General Manager of the Brussels Branch of the Bank. He was responsible for all Global Custody operations. He was promoted Executive Vice President on January 1, 2003. In March 2009, Paul’s responsibilities were extended to Head of EMEA Operations in the Asset Servicing sector with The Bank of New York Mellon. Paul responsibilities include an active participation in European public affairs.

Current responsibilities :

• Head of EMEA Operations for the BNYMellon Asset Servicing sector. (EMEA: Europe, Middle East and Africa)

• CEO and Director of BNYMellon SA/NV, which is a fully owned banking subsidiary of BNY Mellon responsible for securities services.

• Member of the European Executive team of the Bank who oversees the Bank’s development in Europe.
  

• Chairman of the Board of BNYMellon Luxembourg : which is a fully owned banking subsidiary of BNYMellon, responsible for Fund administration, Fund management, Transfer agency and Depository Bank for off-shore funds domiciled in Luxembourg.
  

• Director of BNYMellon Trust Cy Ltd, which is a fully owned subsidiary of BNYMellon offering custody services and trustee services for funds domiciled in Ireland.

Prior to joining The Bank of New York, Mr. Bodart was a Vice President at Morgan Guaranty Trust Company in Brussels. Mr. Bodart joined Morgan in 1987 at the Euroclear Operations Centre in Brussels where he held a variety of positions. He then moved to New York where he was responsible for the US Custody and Corporate Trust Operations of Morgan. He returned to Brussels in early 1995 and was the Global Technology and Operations Manager and served as a member of the Brussels Management Committee. Prior to joining Morgan, Mr Bodart spent 10 years at Banque Européenne pour l’Amérique latine (BEAL), a subsidiary of Generale Bank and ABN/AMRO Bank, most of the time living in South America. He held a variety of positions within this Bank.

Mr. Bodart received a Master degree in Engineering from the University of Louvain, Belgium in 1976 and a Master in Business Administration (MBA) in 1987 from INSEAD, Fontainebleau, France. Mr. Bodart is married and the father of five children

Joseph joined Bloomberg in 1998. He currently manages Corporate Actions, Mergers & Acquisitions, Equity Issuance, Dividend Forecasting and Equity Index products with Global Data at Bloomberg. He founded the Bloomberg Dividend Forecasting (BDVD) product, a unique Bloomberg offering providing dividend forecasts on over 7000 equities, 10,000 indices and 250 ETFs. In his prior roles, he worked as the manager of analytics desk for Americas with Bloomberg, NY. Joseph did his MBA from Cornell U - Johnson School and is a CFA charter holder.

Jai Baker’s career to date has focussed within the securities industry with over 20 years specifically within the Share Registration arena.

With experience ranging from vote processes, including proxy and poll management, through to Corporate Actions, Shareholder Communications and Project Management, Jai consults with issuers and advisors on a wide range of industry matters

John Kernan works in Clearstream Banking's Product Development and Business Strategy Department and is the senior product manager responsible for corporate actions, income and tax. As well as the maintenance of these core products, John works on a number of business development initiatives, including most recently Clearstream’s proxy voting service offering.

Prior to joining Clearstream in 2009, John was Head of Custody Operations for State Street Custodial Services (Ireland). He has worked in the custody industry for more than fifteen years and has held senior management positions across a range of operational and relationship roles. He has lectured on custody and registration for the Irish Funds Industry Association and holds a BA (Hons) from the University of Kent.

John has direct responsibility for the teams in London and is the Asset Servicing Lead for SFS Globally. In this role John is responsible for the strategic direction of Asset Servicing and has responsibility for enhancing Corporate Actions, Income and Tax across all products, driving best practices, consistency and robust controls globally. As the primary asset servicing architect, John’s mandate is to define and drive the future state of asset servicing and bring a true competitive advantage to all our product offerings across regions. John joined Citi in 1994 and throughout this time has been involved in Operations Management, specifically Asset Servicing. Prior to joining Citigroup, John spent 7 years at Kleinwort Benson Investment Management where he supervised the UK Corporate Actions team. He joined Kleinwort after spending the first 2 years of his career at Lloyds Avenue Registrars and J M Finn & Co Stockbrokers.

John is a member of the European Securities Forum and has been active in the Euronext Harmonisation Custody Working Group. He is also a member of the Chartered Institute of Securities and Investments and has been Chairman for the Institute’s Operations Forum. John lives in Tunbridge Wells and has two children.

Naz has responsibility for all business lines across the United Kingdom, Channel Islands, Irish and African regions as well as the European proxy solicitation operations of Georgeson.

Prior to joining Computershare Naz was with Lloyds Registrars for more than 15 years. Naz has over 20 years of market experience; leading teams delivering registry, dealing and employee share plan services. Naz is a fully qualified Chartered Secretary, ICSA, ACIS.

Naz’s remit includes management and development of all customer-facing relationships, including responsibility for over 700 corporate clients. His current mission is to continually advance and improve the structure of Computershare’s extensive range of products and services, with an emphasis on delivering excellent customer service.

During his five years at Computershare, Naz has completely restructured and revitalised Computershare’s registration services, taking an innovative and very much hands on approach to client management and industry challenges. Under Naz’s leadership client satisfaction has reached new heights, demonstrated in Computershare achieving the coveted ‘Number One’ registrar in the Capital Analytics Survey of Registrars for the past three years.

Naz was fundamental in helping many major UK businesses raise capital through successful corporate actions in 2008, introducing market-leading shareholder services to deliver better take-up for client companies.

His comprehensive understanding of enterprise risk management and registry systems and processes has allowed Computershare to effectively develop its systems and processes ahead of its competitors. From the introduction of Security Letters and the elimination of cheques in the payment of dividends to the introduction of ground-breaking electronic application and payment systems in corporate actions, clients have benefited significantly from Naz’s vast industry knowledge.

Ulrich Stritzke is Managing Director at Credit Suisse, Zürich and leads the Securities & Asset Servicing department covering all securities driven activities channelled through the central processing hub in Zürich. He is in charge of securities and exchange traded derivative products and acts also as service provider for settlement and custody services within the CS Group and towards external clients, both private and institutional. In the hub in Zürich, his focus is on the Private Banking clients and custody service. Before joining Credit Suisse, he worked in various functions in trading, sales and back office mainly in securities and derivatives business in Germany, Japan and the United States.

Nick is responsible for leading and managing the service delivery framework for the Asset Services function in GBS, through to the Prime Finance, Custody, Cash Equity & Fixed Income end clients of Global Markets and the Global Transaction Bank. This covers a broad responsibility for optimising strategies to achieve an efficient and client focussed Target Operating Model, leveraging current technologies and modern re-engineering techniques.
Prior to this, in a ten year career at Deutsche Bank, Nick spent three years based in Frankfurt, with responsibility for xChanging Transaction Bank’s (formerly: etb AG) Securities Operations Production, as well as structuring Securities Operations Control globally for Investment Banking Operations on his return to London. This was followed by periods managing Equity and Fixed Income Operations in Europe, prior to his current role.

During a career exceeding 25 years in the financial services sector, Nick has held management roles in all Derivatives, Securities and other primary product areas, leading Operations as well as Accounting & Technology functions through Transformational Change initiatives, in organisations including BNPParibas, HSBC, and Lehman Brothers.

Miss. L.A. Orloff (Lyubov A. Orloff) is Product Manager, Asset Services, DTCC, Corporate Action Re Engineering Project. In this capacity she was one of the principle designers for ISO 20022 solution for Corporate Actions in the US at DTCC, and is now the go-to business and technical expert during the markets migration. Simultaneously, L.A. is also XBRL US labs research fellow – she was one of the creators of corporate actions taxonomy for the issuers. In her previous roles at DTCC, L.A. has held a position in the IT side in Asset Servicing, for the Global Corporate Actions product, as well as business intelligence and reporting Product Manager for Business Development in Deriv/SERV (derivatives subsidiary of DTCC).

L.A. is an Estonian national of Russian descent, holds a BBA degree with honors from Baruch College, class of 2002.

Peter is the external face of Equiniti, and is responsible for the development and support of all the share registration and corporate governance services offered by Equiniti to clients and their shareholders, including our engagement with market, government and regulatory contacts; representing registrar and issuer interests on industry bodies and managing our responses to formal and informal consultations. A history graduate, Fellow of the Institute of Chartered Secretaries and Administrators, and Member of the Investor Relations Society, Peter has worked for more than twenty five years in the share registration industry, during which time he has worked in most areas of our organisation. Recent activities have included engagement with the Government on those parts of the 2006 Companies Act relating to the register of shareholders and shareholder meetings, and the UK implementation of the Shareholder Rights Directive; the development of Electronic Shareholder Communication strategies, Electronic Tax Vouchers and Electronic (including CREST) Proxy Appointment; work on the revision of the Combined Code and the new Stewardship Code; and the development of Votenow, bringing modern technology to company meetings.

Peter is immediate past Chairman of the ICSA Registrars Group, and is a member of the Company Secretary’s Forum, the CBI Companies Committee and the Shareholder Voting Working Group. He is a regular speaker at industry conferences and events with an industry-wide reputation as a technical expert on shareholder and corporate governance matters.

Annette Brandt, Director, is the Product Manager heading up Euroclear’s Asset Servicing team. She is also the Product Manager for international securities (Eurobonds) at Euroclear Bank. Ms. Brandt is involved with the harmonisation and standardisation of market practices across Euroclear’s markets. In particular, she is an active contributor to the International Securities Market Advisory Group, which aims to harmonise the issuance and asset servicing processes of international securities. She is also a member of the ISSA (International Securities Services Association) Corporate Actions Working Group. Earlier in her career, Ms. Brandt had a leading role in the harmonisation and set up of the central bank money model used today to process transactions in Belgian, Dutch and French securities. She also worked as a Product Manager to support Euroclear Bank’s triparty collateral management services and banking activities. Upon joining Euroclear in 1990, Ms. Brandt took a position in the Operations department where she headed the Corporate Actions Operations team. Ms. Brandt graduated from HEC in Liege with a degree in economic and financial sciences. She was an academic assistant at the same university in 1989-1990 before joining Euroclear in 1990.

John Clayton, is part of the team at Euroclear SA/NV responsible for maintaining and developing the asset-servicing capabilities across the Euroclear Group. Mr. Clayton is currently tasked with delivering asset-servicing enhancements for Irish and UK markets, although he has also been closely involved with the standardisation and harmonisation of corporate action processing between other Euroclear national CSDs.

In addition, he is co-Chairman of the UK Market Implementation Group for Giovannini Barrier 3 and also chairs both the Euroclear Stock Events Working Party and the ICSA Receiving Agents Group. Mr. Clayton was previously head of Issuer and Investor Services at CRESTCo, which became part of the Euroclear group in 2002. He was responsible for the development of CRESTCo corporate action products but, specifically responsible for dematerialisation of paper based corporate actions processing including dematerialised rights issues, takeovers, open offers and dividends. Mr. Clayton joined CRESTCo in 2001 from Computershare Investor Services where he managed the London based corporate actions department. Prior to this, he worked in the corporate actions departments of Royal Bank/National Westminster Bank registrars and Morgan Grenfell Asset Management.

Hugh is a Senior Advisor to the European Central Bank on the T2S securities settlement infrastructure project. He is an expert on financial market infrastructure and has co-authored two City of London research papers, “The Future of Clearing and Settlement in Europe” (published in December 2005) and “The Post-Trade Infrastructure for Carbon Emissions Trading” (published in July 2010).

Until 2004, he was Chief Executive of CREST, the United Kingdom’s electronic securities settlement system, and an Executive Director of Euroclear.

Before joining CREST, Hugh worked at the Bank of England and the International Monetary Fund on topics including international co-operation in banking supervision and developments in international capital markets.

Since 2003, Donald W Cassidy has been the Director of Corporate Governance Research for Fidelity International Ltd (FIL) in London.  The group is responsible for FIL’s corporate governance policy development and votes the equity holdings of FIL’s mutual funds and institutional client portfolios, currently valued at $200 billion, in approximately 60 markets worldwide. 

From 2001-03, Mr Cassidy was the Director of Fidelity International’s Global Institutional Business and Analysis group, within the company’s institutional retirement business.  Prior to 2001, he was the Director of the Investment Proxy Research group at Fidelity Management & Research Corp. in Boston, where he reported to the firm’s general counsel; he has been employed by Fidelity since 1995.  From 2000-06, he was a member of the Board of Directors of the Investor Responsibility Research Center Institute, a Washington, D.C.-based corporate governance research firm.  Mr Cassidy also has significant experience as a budget and policy analyst for the Commonwealth of Massachusetts.

Mr Cassidy holds a J.D., with honours, from the University of Minnesota School of Law, where he was an editor of the Minnesota Law Review.  He also holds an M.A. in Public Policy Studies from the University of Michigan at Ann Arbor, and a B.A. in Economics from the University of Massachusetts at Amherst. 

Colin Webb is the Senior Manager responsible for Corporate Actions at FIL Investments International. Before joining Fidelity in 2001, Colin had worked in Operations groups at both a Global Custodian and an Investment Manager, specialising in Corporate Actions.

Colin is a member of the recently created Corporate Actions Investment Management Forum which seeks to work with SWIFT to gain a stronger influence for Investment Managers in shaping the development of the industry

Bob Currie is Editorial Director and co-founder of Financial Services Research, a quarterly journal that reports on investment performance, risk and operational efficiency in the financial services industry.

Prior to his current role as financial commentator, Bob worked for much of the 1990s as lecturer and researcher in the UK university sector, specialising in international political economy and development strategy for emerging markets. He is author of published books in development policy and a Global Securities Operations workbook for the Chartered Institute for Securities & Investment. Bob graduated in BSc (Hons) Physics from Imperial College London and has Masters and Doctoral qualifications in International Political Economy.

Helena Mahoney manages the Equity Ownership Services' client relations programme and marketing projects as part of the ongoing development of the business. Prior to joining Hermes, Helena worked in marketing and client relations for Pequot Capital Management, a large US hedge fund. She holds a first class degree from the University of Warwick, an MA from the London Institute and has postgraduate qualifications in law.

Simon is an independent consultant focused on delivering large scale change in the post-execution space in Capital Markets. Simon has 25+ years industry experience across buy side, sell side, market infrastructure and consulting domains, both onshore and offshore. Simon has been involved with a number of industry initiatives in the securities post-trade space and is a past co-chair of ISITC Europe. Simon holds an MBA from Henley and is a member of the Chartered Institute for Securities & Investment (CISI) and Chartered Institue of Bankers (ACIB).

Adam is the Managing Director of IBACAS Consultancy Limited, the leading independent Asset Services specific counsultancy firm.

Adam has been involved in Asset Services since 1988, working for Citigroup, Morgan Stanley and ABN Amro in processing, line management and change management roles; as well as representing these firms on numerous industry committees, including the UK Market Practice Group and ISITC WG11.

Since setting up Ibacas, Adam has specialised in following market initiatives and the Asset Services software vendor market. He has conducted numerous vendor selection processes for some of the leading firms on the market. His most recent engagements have involved leading the Operations side change teams at 2 major investment banks, defining the full lifecycle requirements and future state Target Operating Models for a vendor implementation and an in house built Asset Services platform

Joining Morgan Grenfell / Deutsche Bank in the early 1990’s, Les spent 11 years building and leading the Global Corporate Actions team within their growing Global Custody Business. This was followed by a stint in Product Management, focusing on the Asset Services side of Custody. After a sale of the business to State Street in late 2002, Les joined Mellon Bank to run the UK Corporate Actions function. For the last 6 years, he has been developing and running Operations for ISS Global Proxy Distribution business.

Andrew is the Product Architect for JP Morgan’s Transfer Agency business within the EMEA region.  He has over 20 years experience in transfer agency and has spent the last 11 years within Product Management and Development roles where he has had involvement in various STP initiatives such as ISO20022 message set definition and settlement automation within the UK. 

Andrew is the sponsor of STP initiatives for JP Morgan’s TA business and is overseeing the expansion of this area as part of their strategic development plan.

PJ Di Giammarino is the founder and CEO of JWG and was formerly COO IT at Barclays Capital.

Prior to setting up the independent think-tank, he co-chaired the IT Subject Group of the MiFID Joint Working Group.  In this capacity he collaborated with banks, the European Commission, CESR, FSA, HM Treasury and their counterparts across Europe.  He spent 14 years providing IT strategy and implementation services with McKinsey, Booz Allen & Hamilton and AT Kearney.  He is a frequent author and public speaker on topics including EU regulation and financial services infrastructure.  He serves as a Wholesale Banking Technology Innovation Award judge for the Financial Times’ The Banker magazine and the Financial News Awards for IT excellence.

James Levi has been with Morgan Stanley for 13 years, and for the last 3 years has been the Global Head of Asset Servicing.

Prior to joining Morgan Stanley, James spent nine years at Citibank working in their Cash Management Business. There he gained experience in a number of operational roles, including centralizing processing, managing client service groups, and product managing a multilateral Netting product.  James joined Cash Management Operations at Morgan Stanley in 1998 where he performed line management roles before taking responsibility for project managing a real time Cash Forecasting System for Corporate Treasury. James, later moved across to work on more Operations Projects, include the Asset Servicing renovation programme .

In early 2008 James added to these responsibilities when he became the Global Head of Asset Servicing. James is also the head of Morgan Stanley’s International Tax Utility, a group set up to manage a control all Operational Taxes.

James has a BSc in Management Sciences from U.M.I.S.T., and is married with two children.

Biographical details coming soon

Justin is a member of the chief operating officers executive management team reporting to the organisations COO and is responsible for strategic implementation/process/change management for Industry engagement across operations and technology globally. He manages engagement and industry strategy across all disciplines giving him a holistic view across all industry and strategic change from local, regional and global perspectives. He experience extends to over 23 years in the securities industry.

Hugh joined SmartStream at the beginning of 2011 having been involved in IT for more than 30 years and in Financial Services for more than 20.   A specialist in Trading, Risk Management, Analytics and Data Management, Hugh has worked as a Sales Director and Managing Director for Banks, Software Houses and Consultancies including Bankers Trust, Arab Banking Corporation, Siemens, SunGard, Misys, Algorithmics, QuiC Financial and GoldenSource.

With more than 20 years experience in Front and Back Office activities, including Cash and Securities, Pierre Colladon is a Senior Advisor with the Strategy for Market Infrastructures Department at Societe Generale Securities Services. He is specifically responsible for Clearing, Custody and Issuer Services issues.

Involved in European harmonisation efforts, he has been or is a member of different T2S working groups (T2S matching fields’ workshop, T2S Schedule of the Day Workshop, Task Force for smooth Cross CSD Settlement, etc.). Pierre is also Chairman of the French Market Implementation Group (MIG) responsible for General Meetings and Corporate Actions European Standards implementation in France. He actively participated in the launch of the “Easy MIG”, the un-official gathering MIGs in the ESES zone, and is also a member of the European MIG. Pierre recently joined the Corporate Action Joint Working Group (CAJWG) which drafts Corporate Actions Standards in Europe and analyses any needs or requests for changes in these standards.

Pierre began his career at Societe Generale in 1989 as a financial controller of Treasury, Forex and Junk Bonds activities in the SG Capital Market Department. Three years later, he was appointed Deputy Head of the French Franc Treasury Department. In 1998, Pierre became an advisor on international issues for Societe Generale Securities Services’ Public Affairs Department before being taking on project management for the business’ fund activities in 2001. Pierre was appointed Head of Quality Monitoring in 2004 for SGSS’ network management and has been a senior advisor in Strategy for Market Infrastructures since 2009.

Mark joined Standard Chartered Bank as Head of Investors & Intermediaries, Transaction Banking, UK/Europe in May 2008. He and his team are responsible for Standard Chartered’s Securities Services clients who are based in Europe. Mark has over 20 years experience in the investment world mainly in Europe, Asia and the Middle East. He has been mainly based in London but also had a 3 year posting in Hong Kong. He was previously with the Hong Kong and Shanghai Banking Corporation in London and carried out a number of roles in the sub-custody and clearing product.

David is directly responsibility for managing the day to day relationships with EMEA based Global Custodians and Fund Administrators and in particular as it relates to Asset Servicing, Clearing & Settlement, and Alternatives (Sharp Project) and Mutual Fund operations. David has over 22 years’ experience in the securities services industry. He has held various roles throughout his career, including Director of Network Management, RBC Global Services with direct responsibility for the firm’s worldwide relationships. At Standard Chartered Bank he was Head of the Sales & Relationship Management team In addition, David was with Cedel (now Clearstream) managing the relationships with Global Custodians and Broker Dealers. David has been with SWIFT for 6 years.

Max is a senior manager at SWIFT currently focusing on XBRL for Corporate Actions and exploring new opportunities for XBRL in securities and capital markets. XBRL is a key part of SWIFT’s 2015 and Asset Servicing strategies to improve efficiency, reduce risk, and create value for custodians and securities market infrastructures as well as broker/dealers, investment and funds managers, exchanges, issuers/offerors of securities and their agents.

Together with DTCC and XBRL US, Max co-leads SWIFT’s representation on the ground-breaking Issuers to Investors: Corporate Actions initiative. He was the driving force behind the Simulation Testing and Qualification Service (STaQS) for Corporate Actions and helped launch SWIFT’s Proxy Voting solution while also marketing ISO-based messaging solutions for Corporate Actions. Max also delivered pre-trade/trade solutions and served as chair of the certification working group for FIX Protocol Ltd. Now in his 12th year at SWIFT, Mr. Mansur has 33 years of experience bridging business development and information technology. He has participated in many trade articles and industry events as subject matter expert in asset servicing, corporate actions, XBRL, data quality, the FIX protocol, software standards, and quality assurance.

Max holds a computer science degree from Troy University, with honours.

Devesh is a seasoned technology leader with strong expertise in the Capital Markets segment of Financial Services. He has over 18 years of IT Industry experience with top IT Organizations. He is currently “Global Product Head” for  Corporate Actions Products of  TCS.

Devesh played a key role in giving direction towards SWIFT compliance to BaNCS CA Product & has been involved with continuous up-gradation and renewal of it . As a Capital Markets expert Devesh has worked for tier one organisations in various capacities including Bank of New York, Fidelity, Royal Bank of Canada, Standard Chartered Bank & others.

Gert has over 15 years of experience in financial services, he covers strategic issues facing buy-side and sell-side firms globally and advises clients on strategy, regulation, technology, and product development in the area of post-trade business and technology trends for institutional capital markets. Gert is a recognized industry domain expert in data management and straight-through processing for financial services. His specific areas of expertise include trade life-cycle management, financial messaging, corporate actions, reconciliation, and data management.

In his previous roles at market-leading organizations like JP Morgan, Bank of New York, SWIFT, CheckFree, and GoldenSource, Gert acquired in-depth experience in strategy, product management, marketing, relationship management, sales, and partnership development across different industry segments (banks, market utility, and software houses). An active participant in industry debate, he is a frequent speaker at industry conferences and has been actively involved in associations such as the Enterprise Data Management Council and ISITC Europe, in which he served as an executive member in 2003–05. He is a regular contributor to Inside Reference Data, Finextra, Risk Professional, Reference Data Review, and many other trade and business publications.

Gert received a Master’s degree in English from Leuven University in Belgium.

Chris is editor of The Trade and also editor of The Trade Asia, thetradenews.com and managing editor of The Trade Growth Markets.

He was previously the editor of Automated Trader, a quarterly journal focused on the use of automated and algorithmic trading techniques in the financial markets. Prior to this, Chris was head of media relations for a specialist finance sector PR and marketing agency, where he worked with leading financial institutions, consultancies and IT firms on a range of high-profile projects. As editor of gtnews, the leading treasury and banking website, Chris was responsible for broadening and expanding editorial coverage. Chris has written and contributed to a number of books on finance industry issues including banking relationships, foreign exchange, derivatives, treasury and cash management.

Harry Rana is Senior Business Analyst at XSP responsible for supporting the EMEA sales programme for the XSP® v5 Corporate Actions software solution in a pre-sales and business analysis capacity. His prior first-hand experience and knowledge of our flagship solution provides invaluable benefits and insights to our current and future clients.

Before joining XSP, Harry was Business Analyst at Citi Global Transaction Services responsible for Project Implementation within the areas of Corporate Actions and trade processing. Excelling in implementation project management, Harry has been responsible for analysing process and requirements, change management and UAT test script execution. Working closely with clients, operations, technology and product groups, he has constantly delivered comprehensive business requirement documentation whilst working with budget control and roadmap directives. He frequently presents to a Senior Management level audience for internal and external clients globally and has developed skills enabling him to influence and build effective relationships.

Harry has a proven track record as a seasoned Project Manager and Business Analyst having worked at firms such as Merrill Lynch, State Street, HSBC and FTSE. These roles involved dealing with many aspects of the financial services industry, heavily focussing on Corporate Actions, whilst also covering indices calculation, trade processing, middle office, settlements and risk management.