Pat Shea joined Criterion as a Non-Executive Director in March 2019.
Prior to joining Criterion, Pat was with Fidelity for over 32 years. During this time, he held a variety of roles in several countries, including Chief Operating Officer for the Asia-Pacific region, Country Head for the Taiwan business, Head of UK / European Customer Services and Country Head for Fidelity’s India operation. In late 2012, Pat became the Head of FundsNetwork. FundsNetwork is a leading investment services platform committed to helping intermediary and institutional clients grow their businesses. He is also Non-Executive Director to Henderson Investment Funds Limited, the Group’s UK Authorised Corporate Director (ACD). Until 2018, he was Non-Executive Director at TISA and was also a steering Committee Member for UK Platform Group.
Educated in the USA, Pat holds a Masters of Business Administration and is married with two children.
Edward Glyn joined the management team at Calastone in January 2014 to lead global client strategy. Calastone is the largest global funds transaction network, connecting many of the world’s leading financial organisations. Over 1,400 customers in 34 countries and territories benefit from Calastone’s services, processing over 7 million messages and £80 billion of transactions each month. Edward has spent the last 20 years leading teams and delivering game-changing, high value corporate deals in funds distribution, securities servicing and financial technology. He has particular expertise in platform distribution, securities market infrastructures and the asset management sector, together with their associated technologies.
Prior to joining Calastone, Edward spent nine years at SWIFT, most recently heading up the 100m transaction funds business across EMEA and leading the regional sales team managing SWIFT’s investment management, custody and asset servicing offerings. Before SWIFT, Edward spent a number of years in key commercial and strategic roles at Investia - former parent of JPMorgan FundsHub, ERI Bancaire, Thomson Financial and Tajan.
Outside of Calastone, and a busy family life with two young children, Edward also sits on the board of an investment management and corporate finance boutique and collects rare watches and Scotch whisky. He is heavily involved in the charity sector and acts as a trustee or board member for several charitable organisations.
Global Head of Distribution Operations
Andrew brings with him more than 18 years’ experience working in the Financial Services Industry having held a number of senior positions in Deloitte, Investec Bank, JP Morgan, Close Brothers, Barclays and Fidelity. Prior to joining Fidelity, his most recently held positions included Managing Director of Close Fund Services Ltd and Global Head of Wealth Services at Barclays.
He joined Fidelity in 2014 as Head of Platform Shared Services and Change where his primary responsibility was the execution of Fidelity’s multi-year strategic programme. Andrew has since moved into Fidelity’s Global Business Operations where he is now responsible for Distribution Operations functions globally. He is also a Non-Executive director of TeX, a not-for-profit organisation focused on setting standards and governance for transfers and re-registrations in the industry.
Head of Platform Proposition, Adviser & Wealth Manager Propositions
Ross Dunlop is responsible for Standard Life’s adviser facing digital propositions including Adviserzone and Wrap. Ross has 32 years industry experience holding senior roles in Distribution and Marketing. As a member of Origo’s Shareholder Advisory Committee he has worked extensively to deliver the industry standards, legal framework and services to integrate Standard Life’s platforms with financial advisers’ systems.
Ross also played a key role influencing the delivery of the Options pensions transfer service in 2008 and more recently Origo’s Integration Hub developed to simplify the task of integrating multiple providers and adviser software firms. A member of the OIX Pension Finder Group, whose white paper in early 2016 helped initiate the Pensions Dashboard project, Ross has represented Standard Life on the Pensions Dashboard working group from its formation in 2016. More recently he has also been a member of the industry Transfers and Re-Registration Improvement Group.
Technology Director at NEST (National Employment Savings Trust)
Paul is a senior change manager with 25 years working in Information Technology and most recently 16 years experience of Financial Services in Buy and Sell side technology functions within Goldman Sachs. He has had responsibility for strategy, implementation and maintenance of some key areas (including Electronic Trading, Asset Management, Broker dealer Operations) building highly effective local teams to work in partnership with their global peers.
Although Paul has managed large teams he maintains his technical knowledge and project management skills and is equally at home in strategy meetings and design reviews. Specialties include: people management, project management, in-house development, UNIX/Windows Technology, working with vendors, off-shoring, production support and finance sector knowledge.
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