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