CARREER
An experienced Legal, Compliance & Ops professional; UK solicitor with current practising certificate; founder of Monterey Funds Club; significant expertise in transactions and advising both in-house and in private practice in the UK and internationally over 40 years career; exposure to different business cultures and jurisdictions from working and living in Edinburgh, London and Geneva.
EDUCATION AND PROFESSIONAL QUALIFICATIONS
- Admitted as Solicitor 1987
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EXPERIENCE (INVESTMENT FUNDS)
- Held General Counsel roles in 3 global investment managers
OTHER EXPERIENCE
- 10 years track record in transaction management of corporate finance deals
- Acted as COO in launch and early stages of London based Hedge Fund
- Acted as Head of Product Management in Swiss private bank
- Experienced in advising on AML rules and global sanctions checks
- Knowledgeable in GDPR documentation and best practice