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)