Kristel is a results-driven BA/Implementations Analyst with 14 years’ experience in banking and financial services; with a demonstrable track record of understanding complex business requirements across Derivatives (Futures& Options) and OTC markets. Kristel is proficient in identifying areas for improvement and creating functional specifications that enhance systems, creating fit-for-purpose requirement solutions that deliver optimal results. She is confident in implementing internal robust procedures that align with regulatory and corporate governance whilst embedding a culture of accountability and best practice throughout.
With deep expertise within Operations, Kristel is confident in taking ownership of client account management, driving client engagement through clear communication, and providing exceptional client service, whilst offering best practice in margin process optimization. Kristel is able to articulate the mechanisms of the clearing trade flow process with confidence including core front to back office systems.
Using her broad experience, Kristel is able to create high-performing teams with clearly defined goals, fostering a culture of collaboration when leading Workshops and ensures that each team member buys into the project, ensuring successful project delivery.
Her most recent role after successful deployment of the new policy achieved $6m fee revenue within 12-months; where she led, designed, and implemented a number of BAU processes and procedures, including written procedures and flow mapping.
Kristel is an active member and volunteer host of events within E2W, a community of over 10,000 women which supports women in their financial services careers, enabling Financial Institutions to gain the benefits of a more diverse workforce.
Past roles have been with the London Metal Exchange, Bloomberg, JP Morgan, Jefferies Bache, and Morgan Stanley.
Kate is a Senior banking specialist with over 20 years’ experience in financial roles between Zurich and London and extensive expertise in Business Management and Risk Control.
Kate has wide ranging experience gained within back, middle & front office roles and a sound knowledge of Fixed Income and Structured Products. She has excellent managerial skills and an ability to communicate effectively at all levels of an organisation in her 3 fluent languages – English, French and German.
Recently, Kate supported the UBS Global Wealth Management US CRO Chief Administration Officer in a business management role, including operational risk management (issue closures) and assisting in establishing a governance framework, controls, procedures and processes.
Kate has previously worked in a number of different roles for UBS and JP Morgan.
Louise is a Senior Consultant with 15 years Investment Banking experience. She has extensive experience as a change consultant and psychologist: managing operational and people changes following the ABN/RBS merger, RBS divest and the subsequent bailout. Louise’s expertise is supported by her people management skills. Her professional experience and academic background have reinforced that we are all different yet fundamentally we want to be informed and supported, especially if there is change taking place.
Louise also has extensive experience of risk/control assessment and reporting, forecasting and delivering regulatory, transformational and remedial change, delivery of offshoring and onshoring processes in the UK/India and a proven ability to manage integrating cultures.
Her most recent PM role was the successful delivery of the mandatory FED and DTC agent migration, that included movements of assets exceeding 20 billion USD. The global project required hands on management of technology, trading desks, third party vendors, external agents and legal counsel, across multiple time zones.
Throughout her career Louise has worked at HSBC, Lloyds, RBS and State Street.
Neven is a Senior Consultant with X-CO. He is a Big 4 trained Chartered Accountant, with 13 years post qualification experience in the Global Investment Banking sector. He is an experienced Financial Controller and Process Improvement Specialist, who offers an array of transferable skills and expertise in both BAU and project environments.
Leveraging his extensive knowledge of financial controls and reporting, alongside his broad risk and change management experience, Neven is able to deliver financial management solutions and strategic process enhancements to a diverse range of projects.
Neven is a refined communicator with proven influencing skills in securing buy-in to business goals from his clients’ stakeholders. His focus is on co-ordination, collaboration and partnering to achieve complex cross-functional deliveries.
Aisha is a Business Manager with X-CO. She has 10 years’ experience of working in financial services within the banking sector. Her roles have included both regional and global responsibilities across various business areas, ranging from Risk Control to Regulatory and Fixed Income Securities.
The prime focus for Aisha has been working with senior management to successfully deliver key organisational functions: achievement of annual financial targets; evaluation of departmental performance; ensuring quality assurance; enabling change initiatives and implementing business strategies.
From her experience of working with stakeholders in ‘end to end’ processes, alongside her expertise in trouble- shooting, Aisha brings significant insight to working with a range of senior stakeholders, including GMB businesses, Risk Control, Finance, and control functions such as Legal, Compliance and HR.
Aisha has previously worked with UBS, ePay worldwide and HSBC.
