Karen Bee, who has worked in investor onboarding in the financial services sector for almost 20-years, will take responsibility for the smooth and consistent delivery of our service offering in all jurisdictions, as well as the ongoing development of our global operations teams.  

Jason Green has a 15-year track record working in senior technology roles across a broad range of sectors from start-ups to listed businesses. He’s also a seasoned entrepreneur and has built products from the ground up. He will be leading our technology strategy to enhance our existing offering and develop new services.  

Dan Loughney is an ACA qualified accountant with more than nine years of experience in senior finance roles for PE backed tech firms. His focus will be on the planning and execution of our financial strategy and overseeing the growth of our business into new service lines and locations from a commercial perspective.  

Our founder, Tim Andrews, said “I’m delighted to welcome these three tremendously talented individuals to our #IDRTeam. Their expertise in their respective fields will help us to continue delivering outstanding service to our clients, enhance our technology and upscale our business as we grow and connect the private markets globally.

They join us at a pivotal moment in the industry. The ongoing retailisation of the private markets is rapidly pushing investor onboarding up the agenda for fund managers and in doing so driving unprecedented demand for our centralised onboarding hub. Strengthening our team and capability to meet this demand is therefore a priority.”