Experience

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  Arthur andersen & co.

  Jan 1986 - Jan 1989

  Accountant & auditor
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  Daiwa securities capital markets

  Jan 1989 - Jan 1993

  Associate director

  I was responsible for the set-up of Daiwa’s office in Dublin and its subsequent development of a hedge fund accounting capability. In addition I also advised various Daiwa entities on the structuring of offshore funds.

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  Jpmorganchase

  Jan 1993 - Jan 1995

  Vice president - product management & marketing - investor services

  JPMorgan Investor Services provided global custody and and fund administration products. I was responsible for pricing strategy and profitability analysis of European business. In addition I was responsible for development of fund accounting and cash management products.

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  Bny

  Jan 1995 - Jan 2000

  Managing director

  BNY Trust is a provider of global custody, fund administration and transfer agency services. I was responsible for the establishment and management of the Dublin operation. I was also responsible for the acquisition and subsequent management of businesses in Luxembourg, Jersey, Guernsey and the Isle of Man and the integration of these with existing operations in those locations.

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  Mifund inc.

  Jan 2000 - Jan 2002

  Senior vice president

  MiFund Inc. is an Internet based mutual funds supermarket. As a member of the senior management team I was responsible for raising finance from venture capital firms and for the ongoing management of these relationships. I was also responsible for the establishment of the Dublin operation which supported mutual fund trading by clients and provided a multi-lingual client service centre. Additionally I was responsible for the Paris based project team which managed the implementation of the MiFund platform at clients. Show less

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  Kb associates, a waystone group company

  Jan 2003 - Oct 2022

  Founder & group managing principal

  Established in 2003, KB Associates ("KBA") is an independent provider of management company and consulting services. KBA supports over two hundred asset managers. It is dedicated exclusively to meeting the needs of asset managers establishing offshore investment funds. KBA has worked with a diverse range of asset managers enabling them to successfully address increasingly complex compliance, governance, operational and risk management issues. KBA has advised on some of the most significant offshore fund launches. It supports UCITS, AIFMD compliant funds and Cayman hedge funds.From its offices in Dublin, , Luxemburg, London and Malta KBA provides services to investment funds and asset managers including:• Establishment of UCITS and Alternative Investment Funds• Management Company Services (both AIFMD & UCITS)• Designated Person Services – Operations, Risk and Compliance Oversight• Independent Directors • Money Laundering Reporting Officer (MLRO) Services• Company Secretary Services• Distribution Support • Investment Manager Set-Up• Due Diligence Preparation• Facilities Agent KB Associates is now a member of the Waystone Group Show less

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  Waystone

  Oct 2022 - now

  The Waystone Group provides a comprehensive range of management company, structuring, governance, compliance and fund administration services to the asset management community.As Chair of the Risk Committee and Group Director I was responsible for overseeing the rationalisation of Waystone's management company platforms. I was also responsible for providing ManCo/ ACD and Risk expertise as Waystone significantly expanded its UK front-print by acquiring the Link Group ACD business in 2023. Show less

  • Advisory Board Member - Senior Advisor

    Mar 2024 - now

  • Chairman Global Management Company Solutions; Chair of Group Risk Committee and Group Director

    Oct 2022 - Mar 2024