
Brendan K.
Marketing and Management consulting

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About me
Growth & Middle Market Tech Banker | MUFG
Education

Queen Elizabeth's High School, UK
2000 - 2008A- Levels
San Francisco State University
2008 - 2012Bachelor of Science (BS) Business Administration and Management, General
Experience

San Francisco Golf Performance Center
Sept 2008 - Sept 2012Marketing and Management consultingDiscuss and make marketing strategies to develop the company as well as training with all of the technology to become a teacher.

Carillion
Jun 2011 - Aug 2011Finance Administrator
ARCTIC (HK) Ltd.
Apr 2013 - Nov 2013Marketing Assistant
HSBC Global Banking and Markets
Mar 2014 - Feb 2018- Deputy team lead for the Multinationals team- Managing a portfolio of 70+ clients- Facilitating capital financing deals as large as USD 21 Billion - Managing various projects including streamlining department strategies- Working alongside RM's, Compliance, FCC- Ensure clients meet HKMA AML Guidelines and internal policies
Associate Client Manager
Jul 2014 - Feb 2018Documentations Support Officer
Mar 2014 - Jul 2014

JPMorgan Chase & Co.
Feb 2018 - Apr 2022Manage new business requests received from the Front Office and facilitate the KYC process end to endAct as an SME and Due Diligence expert to guide clients through the KYC requirements and variation of documents which may fulfil due diligence requirementsWork closely with the Front Office and potentially direct with clients as required, to obtain all necessary supporting evidence to complete KYCLiaise regularly with the business to conduct workload planning, review status of key onboardings and prioritize ongoing requestsFrequently interact with key stakeholders such as Legal, Compliance, Credit and Operations to develop strong partnerships, eliminate roadblocks and ensure continuity of information flow across the groupsKeep informed of any changes to processes and procedures, regulatory change and ensure open verbal dialogue with colleagues across the regionIdentify and execute process improvements, provide guidance and support on key process and technology initiatives to the business Show less
Commercial Banker
Jan 2021 - Apr 2022International Product Specialist
Jun 2019 - Jan 2021APAC Relationship Partner
Feb 2018 - May 2019

Citi
Apr 2022 - Mar 2024Vice President - Digital Venture Banking
The Olympic Club
Dec 2022 - nowMember
MUFG
Mar 2024 - nowVice President - Tech Banking Relationship Manager
Licenses & Certifications

Securities Industry Essentials (SIE)
FINRAJul 2023
Series 79
FINRAJun 2024
Series 63
FINRANov 2023
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