Post-merger integration consultant, Carl Warner, GPMIP UK

Carl Warner

United Kingdom

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)

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