Known industrywide for his straight-talking communication and persistence, CEO Lee’s sights are set on establishing OSTC as an enterprising, globe-spanning business that champions the best training, technology and talent. From his early days on the London Stock Exchange right up to the present day, Lee is regarded by many as an authentic and people-focused leader. He maintains a clear vision to position OSTC as pioneers in digital training that will enable anyone, anywhere to accelerate their trading career. When asked what his biggest achievement is to date he replies, “the next one”.
Surya joined OSTC in July 2019 as Chief Risk Officer. With a distinguished career in finance under her belt, Surya joins us from CBOE where she has been Head of Risk in Europe for the last six and a half years. Prior to this, Surya was an Executive Director at UBS, where she held responsibility for operational risk control for several corporate functions. She also spent ten years at NYSE Euronext where she upheld the role of Executive Director, Risk and Audit Services for Europe.
Mike joined OSTC in 2003 and has risen up the ranks to become our Head of Trading. From the get-go, he embraced the business’ entrepreneurial spirit by establishing his own group in OSTC that specialised in trading interest rates and commodities.
Previously a Money Markets Trader at Santander, Mike gained global experience trading in New York, Hong Kong and Sydney.
With a deep interest in the finance sector’s future prospects, Mike recently completed a course in Financial Technology and Future Commerce at the Massachusetts Institute of Technology. He considers setting up OSTC Swansea, with its successful 45+ strong trading team, as his greatest achievement to date.
Ian joins OSTC from HSBC, where he worked for five years as Managing Director, Global Head Market Structure and Execution Strategy at HSBC Global Asset Management. Prior to this, he was Global Chief Strategy Officer and COO of HSBC Equities, based out of London and Hong Kong. During his time in Asia, Ian also served as Chairman of HSBC Securities in Taiwan and Singapore, and Chairman of the Asia Securities Industry & Financial Markets Association.
Prior to joining HSBC in 2005, Ian worked for Buttonwood Tree Group, an AIM-listed financial services consultancy where he was both a founding member and Chief Executive Officer. He also served as Chief Executive Officer of Jiway Broker Services, the cash equities exchange created by Morgan Stanley and OM Group.
Ian is a keen advocate for innovation and positive change in our industry and has served as Chairman of industry associations AFME, ASIFMA and board member of Quorum 15 amongst others. Outside of financial services Ian is an active committee member for The Royal Marines Charity and a number of other charities.
Klaudia joined OSTC in 2013 initially as the HR Manager for Poland’s operations, then not long after in 2014 she became the Group Head of HR & Talent. She has built the OSTC Group HR function from scratch and now leads an international team responsible for setting and delivering all people-related policies, spending her time between the Warsaw office and HQ in Bromley. Previously Klaudia held HR Business Partner roles at PwC and Rule Financial (now GFT Group) a London based IT and business consultancy providing services to investment banks and related financial institutions. Klaudia is an associate member of the Chartered Institute of Personnel and Development (CIPD) and a clinical psychology graduate.
Trefor, or Tom as he prefers to be known, brings a wealth of award-winning global creative, innovation, brand and technology experience to OSTC as Chief Creative & Marketing Officer. Previously at LIDA, the loyalty agency and SapientNitro for two and a half years as Executive Creative Director, he was responsible for its multi-channel campaigns for clients including SKY, TUI and Harley Davidson.
Earlier roles saw him co-found the digital agency Brand Advocate in London and New York; heading up JWT’s digital and direct arm, RMG Connect, for EMEA; leading Saatchi & Saatchi’s integrated business in London after a five-year stint with Saatchi & Saatchi in Asia and five years in Australia.
Corey recently joined OSTC as Chief Strategy Officer. He has successfully carved out creative, innovative strategies to ensure continued success. He has offered strategic advice and mentorship to governments, militaries, humanitarian organisations and international councils. These include, most notably, the Government of Mali, the US Department of Defence and most recently as senior defence advisor to the Government of Bermuda and His Excellency the Governor of Bermuda. Holding a Masters in Strategic Leadership and Management, Corey is also a Chartered Manager (CMgr) and Fellow of the Chartered Institute of Logistics and Transport (FCILT).
Kenny joined OSTC in October 2018 as Interim CFO. He has held a number of senior finance roles during his career including Head of UK Finance at Société Generale Securities Services, CFO at BFC Bank and at Saxo Capital Markets where he was the Interim Head of Finance. He has also worked at Santander Asset Management and CMC Markets. Kenny holds an MSc in Corporate Finance from the University of Salford and a BSc in International Finance, Guangzhou Finance College, China. He is a Member of the Chartered Institute for Securities & Investment and the Chartered Institute of Management Accountants.
Justina joined the business in 2015 to help strengthen its corporate governance. Starting her career in retail banking at NatWest, Justina then moved into healthcare administration, working at the South London and Maudsley NHS Trust. Before joining OSTC, she was deputy board secretary of Lewisham and Greenwich NHS Trust in London. Justina is an associate member of the Institute of Chartered Secretaries and Administrators (ICSA), gaining chartered status in early 2018, and an apprentice member of the Worshipful Company of Chartered Secretaries and Administrators (WCCSA), a livery company of the City of London.
Chris started his trading career in 2009 for OSTC and has experience in trading Short Term Interest Rates, Energies and Soft Commodity markets. In 2012, he became a Trading Floor Manager for OSTC Wales working from the Swansea office. Not long after, he headed to Spain in 2013 to become Head of Operations for OSTC Iberia and ran three thriving trading floors in Madrid, Seville and Lisbon. Chris’ role focused on teaching, training and mentoring traders into profitability who were under his remit. Currently, Chris is Co-Head of ZISHI, the central knowledge suite of OSTC. A full digital ecosystem of performance-enhancing tools and technologies.
Keith’s first foray into the world of trading was a back-office role for German Investment Bank Helaba followed by Trade Support at Credit Suisse. From the start, he knew he wanted the front office experience. So he took a leap of faith, and remortgaged his home to start trading his own account when OSTC was still Trading Connections back in 2000.
Gradually, he moved away from trading his own account to working with a group of traders under the (by now) OSTC model. More recently, Keith has moved into the eLearning division of the business. He’s now Co-Head of ZISHI – something he feels proud to be involved with as part of OSTC’s diversifying portfolio of brands.”