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 as HR Manager for Poland’s operations. She was soon promoted to Group Head of HR & Talent and has built the OSTC Group HR function from scratch. She leads an international team responsible for setting and delivering all people-related policies. In addition to her global HR responsibilities, Klaudia is now also Country Manager for Poland. Her new role includes overseeing enterprise-wide polish operations and having accountability for OSTC employees in the country. Previously Klaudia held HR Business Partner roles at PwC and Rule Financial (now GFT Group) and is an associate member of the Chartered Institute of Personnel and Development (CIPD).
Corey joined OSTC as Chief Strategy Officer in November 2019. His formative years were spent in the British Army, where he reached the rank of Lieutenant Colonel and commanded the 3rd Regiment RLC. Corey has successfully carved out creative and innovative strategies, with recurring success on the international stage. He has offered strategic advice and mentorship to governments, militaries, humanitarian organisations and international councils, in peacetime and conflict. These include, most notably, the Government of Mali, the US Department of Defence, CARICOM and most recently the Government of Bermuda. Corey is a graduate of the École de Guerre in Paris and holds an MBA from the University of Northampton. He is also a Chartered Manager (CMgr) and Fellow of the Chartered Institute of Logistics and Transport (FCILT).
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.
Peter assumed the role of Chief Financial Officer in July 2020 and brings with him a wealth of experience in corporate finance. Previously Chief Financial Officer, and then Chief Executive Officer, of Cinnober Financial Technology AB, Peter oversaw the strategic turnaround and subsequent sale of the publicly listed Swedish fintech company to Nasdaq, Inc. for $220 million.
Before his c-suite experience, Peter spent most of his career in investment banking in both the US and UK, covering M&A advisory, capital raising, equity research, and corporate broking. Most recently Peter served as Managing Director, global market infrastructure companies and Pan-European diversified financials, at Royal Bank of Canada’s London office from 2011 to 2018.
In addition to his role as CFO, Peter has taken on the responsibility of LGBTQ+ Champion and is working closely with Faizah Tahir, Diversity, Inclusion & Wellbeing Manager, to broaden our LGBTQ+ offering.
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.”