Bob Phillips

Director - Client Operations at CloudMargin

Bob Phillips has a diverse work experience spanning over three decades. Bob started their career in the army, serving in HM Forces from 1988 to 1997. After that, they worked in various roles in the financial services industry. Bob began their career in the banking sector as a Client Services representative at Barclays Global Securities Services in 1997. Bob then moved on to become a Project Manager at Chase Manhattan Bank from 1998 to 2000. Bob continued their career at Merrill Lynch as an Intercompany Settlements Supervisor from 2000 to 2003. Following this, they joined Citibank as a Stock Loan Settlements specialist until 2004. Bob then served as a Settlements Analyst in the Custody Operations department at UBS from 2004 to 2005. Bob further expanded their knowledge and expertise in trade support and middle office operations by working at MF Global from 2006 to 2010. Bob took on the role of a Senior Integration Consultant in the Professional Services division at Omgeo (a DTCC company) from 2010 to 2016. Bob continued their career in the collateral management field at AcadiaSoft as a Senior Integration Consultant from 2016 to 2018. Currently, Bob is the Director of Client Operations at CloudMargin, where they have been employed since 2018. Through their career, Bob has gained extensive experience in client operations, integration consulting, project management, and collateral management.

Bob Phillips attended Caldwell from 1984 to 1988 and Caldwell Hall, Burton-Upon-Trent from 1983 to 1988. It is not specified whether they obtained a degree or studied in a specific field.

Links

Previous companies

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Timeline

  • Director - Client Operations

    April, 2018 - present

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