CFA Institute

Chartered Financial Analysis

Statistics

Accounting

Ethics

Financial Markets

Certificate - Chartered Financial Analysis

Lead re-design of internal performance management tools; drove collaboration between engineers and senior management.

TD Seucrities 

Vice President - Fixed Income Sales

Experienced financial / business analyst. I love conversations about strategy, design, and user experiences - also cycling & good food. 

Lead, the design and implementation of multi-asset, multi-custodian portfolio management platform, defined detailed product requirements and undertook vendor due diligence through to implementation and integration of disparate software packages which resulted in a 10x improvement in portfolio management efficiency

Fielder Capital Group

Business Partner

Lead, the design, of value-based global equity and risk parity strategies; defined detailed product requirements, ensuring that the product meet customers needs
Owned, all aspects of marketing campaign, analyzed CRM data to identify marketing strategy and key partnerships which resulted in 15 new engagements for the company

WhiteTree Investment Management

Business Manager

Crafted, a business development strategy to successfully identify new and existing client trading opportunities; tactics included analysis and synthesis of client holdings data and asset flows; this resulted in an 150% increase in distressed credit transactions for the group

Peter Cook / Certificate - Chartered Financial Analysis

Chartered Financial Analysis

CFA Institute

Progress

Skills