People profiles
Carl Warner
Professional Background
- 20 years of Finance & Institutional Banking experience
- In depth industry experience with strong product, front to back and technical knowledge.
- APMP Project Management Professional
- Extensive Program & Project Management skills and experience of managing large complex projects with significant budgets.
- Investment Banking, Private Banking / Wealth Management, Asset Management, Retail Banking. Data Technology, Data Science.
- Decisive, Action Oriented, Results Focused
- Project Management methodologies – PMP, Prince2, Waterfall, Agile and Hybrid techniques
- Highly adept at diplomatically facilitating discussions and negotiations with key stakeholders, impactful communication, influencing and running project governance, change management and benefits realization
M&A Skills & Expertise
- Programme & Project Management
- Delivery Management
- M&A
- Governance, Risk & Compliance
- PMO Set Up & Management
- Budgeting & Financial Management
- Vendor & Contract Management
- Conflict Resolution
- Transformation
- Tactical & Strategic Planning
- Stakeholder Management
- Project Lifecycle
Project Highlights
- M&A Project (Credit Suisse) – Asset Management Integration
AM & PB UK Legal entity consolidation | Transfer of business, systems, process and staff under a BTA agreement |iMacs and pMACS discretionary portfolio management (GBP 1.1bn AuM) transferred PB legal entity |Defined Future State Operating Model for LCD, Risk and Operations | SLA’s intra group | Recharging mechanism | Outsourcing middle office support for Charles River DVP Discretionary business
- M&A Project (Credit Suisse) – Wealth Management Acquisition)
Legal | M&A |Sales Purchase Agreement | Future state business agreements |New Revenue sharing agreements (Sub Delegation & Referred clients) | KPMG Financial Accounts | Closure Intra-company & Lombard loan positions |Formal notification to multiple regulators & HMRC |Internal memorandums (Project Feasibility, Approval, CFO), Notice to terminate Intranet and Firewalls |Legal Entity Rationalization process |Future State Operating Model |Continuation of discretionary business and Trade Execution for shared clients
- Digital Banking Programme Lead (Barclays)
- Treasury & Cash Management Programme Lead (Morgan Stanley)
- Liquidity Outflow Control Programme Lead (Credit Suisse)