The partners at New Link Consulting embody practitioner experience with decades of leadership in the financial services industry. They have grown the business by investing in talent with a proven track record of delivery.
Claire is a Co-Founder of New Link Consulting and is responsible for Client Relationship Management and Delivery Oversight as well as leading the Risk and Control Practice. With 20 years’ industry experience in the Financial Services sector, she is an experienced change manager in delivering complex programmes as well as a recognised expert in operational risk and control. Claire’s prior consultancy experience emanates from the Derivatives Consulting Group and Sapient Global Markets. There, Claire led the Business Consulting service which developed and delivered process solutions for clients. This included leading an industry-wide PMO, working with market utilities and major market participants to drive regulatory compliance in the derivatives industry.
In addition to large scale delivery programmes, Claire’s consulting experience includes developing sales strategies and business development. Prior to moving into the Consultancy sector, Claire held senior positions in a number of major Financial Services institutions, including the London Stock Exchange, JP Morgan and the Royal Bank of Scotland. These included Head of Operational Risk (Investment Banking), Head of Business Management and Control (Global Operations) and Head of Change Management (Derivative Operations). Coupling her change and control expertise means that Claire has significant success in delivering large scale change programmes, designing and implementing target state operating models, and driving front to back process and control reviews and remediation. Her expertise has been instrumental in developing, managing and implementing risk frameworks for her clients, in order to help mitigate and manage operational risks.
David is a Co-Founder of New Link Consulting and is responsible for Business Strategy as well as leading the Business Integration Practice. He has over 29 years’ experience working in the Financial Services Industry, covering all asset classes of derivatives and structured products. In key leadership roles at Bank of America and RBS he was instrumental in overseeing the implementation of new technology systems, product development and delivering several major change programs.
Before moving into consultancy, David was the head of derivative operations at RBS, globally responsible for all middle and back office operation teams. David was also head of ‘Innovation’ for the Global Banking and Markets business. David’s main consulting experience was gained at the Derivatives Consulting Group and Sapient Global Markets. During his tenure at Sapient he led the Process Solution division globally, which delivered business consulting and operational services to clients. More recently David has been operating as the lead Programme Manager for a complex Derivatives Regulation Remediation project.
Alongside his client work, David has also been instrumental in executing the company’s strong growth and business strategy. A blend of financial and consultancy experience, mixed with a passion for innovation, means that David can offer a wide range of knowledge and advice to clients, from organisational design, integrating innovation and managing complex change programmes.
Richard joined NewLink Consulting as part of the acquisition of Eclipse Business Consulting in February 2018. Richard has spent over 20 years working in the Financial Services industry. After graduating from Bath and Cambridge universities (Mathematical Economics), he started his career at Andersen Consulting (now Accenture), where he operated in their Retail Banking, Corporate Banking and Investment Banking divisions.
During this period Richard gained significant experience in areas as diverse as Retail Distribution, Marketing & Analytics, Payments & Cash Management, Trade Finance, Card Processing and a large number of Financial Services products. In the last three years of his tenure at Accenture, Richard specialised in the Capital Markets division, where his exposure included Stock Exchange Trading and Client Connectivity challenges, numerous systems integration programmes, Asset Management distribution, Euro and Y2K preparations.
Dan has been a Partner at New Link Consulting since January 2014 and is co-head of the Regulatory Practice. He has 20 years’ experience in the financial markets. Having spent most of his career working in top tier investment banks including RBS, Deutsche Bank and JP Morgan Chase, Dan has led Change Management functions, as well as Middle office functions covering multiple asset classes (complex and vanilla).
Owing to the diversity of his background in Banking, Dan has excellent front to back business knowledge, in particular the processing of OTC Derivatives trades. His strengths also lie in his knowledge of project process and governance, and in practical programme and portfolio management.
Having been at JP Morgan for the Chase merger and later at RBS for the ABN AMRO aquisition, Dan also has valuable experience in large scale integrations and re-structures.
Dan’s delivery experience includes business process and technology programmes, such as Process and Control Improvement and Market Initiatives programmes, through his role as Head of IRD Operations Change. In more recent years he has worked closely on Financial Markets regulation covering Trade Reporting and Clearing and has been heavily involved in Target Operating Model design work for global Middle Offices.
Paul joined as a Partner at New Link Consulting in July 2015, and is responsible for our technology enabled market initiatives. Paul has almost 20 years’ experience of working within financial services, both for investment banks and consulting firms. Before joining New Link Consulting, Paul was a Vice President at Sapient Global Markets, where he led its EMEA portfolio of investment banks and intermediaries.
Before Sapient, Paul was an MD and board member at the Derivatives Consulting Group, where he was responsible for a number of key client relationships across investment banks and asset managers. Paul leverages this experience to shape complex technology and business solutions for our clients, leveraging a wide range of consulting methodologies and tool kits. Paul is comfortable working across all functional areas and asset classes, as well as within large change programmes. Outside of consulting, Paul was COO for the European credit derivatives business at Barclays Capital, working with vanilla, exotic and structured derivatives. He brings expertise in dealing with front office initiatives, as well as a strong understanding of trade life cycle optimisation. Paul is a chartered accountant, qualifying with PwC in its capital markets division in 2000.
Tom has been a Partner at New Link Consulting since March 2014 and is currently co-head of the Regulatory Practice. He is a senior consultant with extensive knowledge of programme management, business integration and banking regulations. Having worked on a variety of projects across the globe, Tom is able to draw upon experience of delivering complex business and regulatory driven change initiatives across a number of different institutions.
Before taking up his position at New Link Consulting, Tom spent five years at the Royal Bank of Scotland where he ran large scale front to back projects. These included preparing the bank for the Dodd Frank legislation, during which he represented the bank on various ISDA working groups and Industry Governance forums, and managing the integration of the RBS rates and credit businesses in Europe and APAC following the ABN AMRO acquisition, the world’s largest bank merger to date.
Tom was originally a consultant with the Derivatives Consulting Group, where he worked with a number of different investment banks and financial services companies in both their trading and operations functions building up a detailed understanding of the OTC derivatives market and associated trade processing models and challenges.
Dave joined New Link Consulting as a Partner in November 2016 and is responsible for our Industry Solutions line of business. Dave has worked in financial services for over 20 years. He has extensive experience in trade-matching, settlement and payment systems not only in technological change, but also in business processing and operational delivery.
Before joining New Link, Dave was Head of Operational Strategy at CLS. He was also one of the original CLS employees who converted the G20 concept into the Financial Market Utility which it is today. Additionally, as a recognised expert in project and programme delivery, he has implemented large-scale change programmes and governance models.
Dave’s areas of expertise are the entire CLS end to end business, Senior stakeholder management, Change management, Operational Excellence, Business Strategy definition and implementation, Large-scale programme management & delivery execution, Solution design & implementation. Dave studied at Cranfield University’s School of Management in Advanced IT Leadership and Management.