James has 10 years’ experience in the financial services sector. He started his career with Brooks Macdonald Asset Management working in the Project Delivery team where he played a key role in strategic projects that included a number of acquisitions, large software upgrades, new third-party service offerings and an operating model change.

In April 2015, James left Brooks Macdonald to join Third Financial Software and is now our Head of Client Services, responsible for the implementation of Tercero at new clients and providing management and support to the existing client base.