Sales

David has more than 20 years’ experience supporting global manufacturers and their regional distribution partners with payables and receivables-based trade finance programs to facilitate sales growth.

He has held senior global client and origination roles with Deutsche Bank, IBM Global Financing, Macquarie Bank and platform-based FinTechs including start-ups.

In managing trade finance relationships with worldwide technology vendors and leading EMEA and AP distributors, David has developed a sound understanding of their sales growth, credit risk and working capital requirements and in recent years extended the focus to include a broader range of channel-based sectors.​

Alistair has 15 years' experience working in corporate and investment banking across EMEA and North America. He started his corporate banking career at MUFG UFJ and went on to work for global institutions such as Royal Bank of Scotland and Credit Agricole CIB.

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Advising clients across healthcare and general industrials, Alistair has always focused on understanding the needs of his clients in order to offer the best financial advice.

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Alistair holds a Bachelor in Business Management from Exeter University.

Will joined Levantor with 7 years of banking experience working in New Zealand’s largest bank, ANZ. Initially building his career across retail banking & specialising in residential lending, he progressed on to become a Financial Advisor for 3 years in ANZ Private Bank, working with High Net-worth Individuals, Family Trusts, Charitable Organisations, Companies and Family offices on providing Premier Wealth Management Services & tailored Financial Advice on bespoke Investment solutions.

Will is a licensed advisor with the Financial Markets Authority of New Zealand and holds a Certificate in Financial Services from the Open Polytechnic of New Zealand.

Jeremy has over 30 years experience in Corporate and Investment Banking across EMEA, the Americas and Asia focussing on Treasury Services, Trade Finance, Working Capital and Structured Trade. He has extensive experience of Emerging Markets and working with correspondent banks to secure innovative and market leading solutions.

Jeremy started his career with Ernst & Young and qualified as a Chartered Accountant before moving to 3i, a leading Private Equity firm. He joined Citi as European Financial Controller and subsequently BankBoston, Bank of New York Mellon and finally JPMorgan in senior Global Trade roles. At JPMorgan he was the EMEA Head of Trade & Non Syndicate Loans and also the Global Head of Export & Agency Finance.

Jeremy is a Fellow of the Institute of Chartered Accountants in England & Wales and a BSc Graduate of the University of Leicester.

Alex has over two decades of banking and corporate finance experience, specialising in credit, portfolio management and corporate and investment banking solutions for global clients. He began his career at The Royal Bank of Scotland, where he spent more than ten years in senior roles including Head of Transaction Portfolio Management for the Telecom, Media & Technology sector.

He later joined Mizuho in New York, progressing to Managing Director for North American Banking, before returning to London to take up his current role at Levantor. His expertise spans corporate and investment banking, cross-border financing, and developing long-term client relationships.

Alex studied at the University of Leicester.

Charlotte has over 10 years’ experience in sales, marketing and communications with companies primarily in the financial and trading sectors. Her roles have taken her to London, Geneva, and Sao Paolo, where she was responsible for new business, marketing, stakeholder communication and investor relations.

Her initial commodities sales role anchored her approach to communications in supporting commercial business objectives. She ties this with creatively making the businesses she works with ‘shine’ through mediums such as social media, websites, support materials and newsletters.

She holds a degree in Languages from King’s College London and is a Chartered Institute of Public Relations (CIPR) Accredited Practitioner.