Lee Peek is an experienced implementation, pre-sales and project manager with over 30 years of experience in the financial services industry. He specializes in client integration and change management projects involving global custody and securities lending technology. He has a proven track record of overseeing all phases of implementation projects from requirements gathering to launch and client support. Peek currently works as an EMEA Product Client Integration Specialist at State Street Corporation, where he facilitates client implementation of technology and provides consultancy, training, and support. Prior to his current role, he held several positions over 28 years at HSBC/HSBC Securities Services in implementation, pre-sales management, project management, and client-facing roles.

1. LEE PEEK
1 Poplar Close, South Ockendon, Essex, RM15 6TU
07850 082986  leepeek155@btinternet.com
TECHNICALLY ASTUTE IMPLEMENTATION, PRE-SALES AND PROJECT MANAGER
EXPERTISE IN CLIENT INTEGRATION AND CHANGE MANAGEMENT PROJECTS WITHIN THE FINANCIAL INDUSTRY
Accomplished Implementation, Pre-Sales and Project Manager with extensive exposure to global custody and
securities lending technology, underpinned by awareness of the heavily-regulated financial services arena and
substantial client facing experience. Proven success overseeing all phases of implementation - from scope,
development and User Acceptance Testing (UAT) through to launch and client support in alignment with Service
Level Agreements (SLAs). Accustomed to identifying risks and issues and developing mitigation strategies,
alongside all associated business / technical requirements gathering, use-case discovery and platform analysis;
receptive to new and emerging technologies, and whose competencies include:
Global Custody  Securities Lending  Collateral Management  Technology Implementation and On-Boarding
Relationship Management  Risk Management and Mitigation  Client Consultancy  Product Promotion
Staff Leadership and Motivation  Financial Systems / Platform Migration  Training and Support Delivery
Stakeholder Engagement  Requirements Gathering  Project Scoping and Management  Business Analysis
PROFESSIONAL EXPERIENCE AND ACHIEVEMENTS
EMEA Product Client Integration Specialist
STATE STREET CORPORATION 2012-PRESENT
Playing an integral role facilitating client implementation of State Street technology, including building report
packages and guidance on trade files; key contact for sales and relationship management for technology pitches
and training overviews to prospective / key clients, conducive to business development.
Key achievements
• Consulted at all levels to analyse and delineate requirements and promote appropriately tailored solutions.
• Developed, planned and implemented User Acceptance Testing plans in line with business requirements.
• Performed Root Cause Analysis (RCA) during issues associated with business process implementation.
• Interviewed users at client sites and reviewed existing documentation to elicit business requirements.
• Enhanced staff product knowledge and adoption throughout the EMEA SME community in collaboration with
the Global Product team.
Various roles to Implementation / Pre-Sales Manager
HSBC / HSBC SECURITIES SERVICES 1984-2012
Rapidly progressed from initial role at branch level; contributing to the design and improvement of process
workflows to enhance business and implementation processes in support of service excellence – displayed in-depth
awareness of how to interpret customer / bank needs and translate them into application and operational
requirements.

2. LEE PEEK
Page 2  leepeek155@btinternet.com
Implementation / Pre-Sales Manager 
2006-2012
• Provided consultancy for projects relating to product and vendor selection, application upgrades and new
product rollouts to hedge funds, pension funds and prime service clients.
• Trained clients in eChannel technology platforms, such as payments, securities and accounting / valuation
systems.
• Increased staff product knowledge via training creation / delivery.
• Delivered client presentations and prepared project plans.
• Provided high quality and engaging technology presentations and support for sales pitches tailored for a
variety of audiences.
Technical Relationship Manager  2005-2006
• Key conduit between client and the Service Delivery team, managing the full end-to-end migration process for
clients from an old legacy platform onto new web-based technology, including all issues associated
documentation.
• Provided full training and support to clients migrating from legacy platforms onto HSBCnet.
eCommerce Project Manager  2004-2005
• Designed and implemented effective strategies to migrate HSS clients from old technology platforms on to a
new eCommerce technology platform.
Provided clients with a full suite of training both on-site and remotely.
Global Investor Services (Project / Collateral Management)  1997-2004
• Interviewed business and IT colleagues at all levels while preparing and producing post-implementation
review on the automation of corporate actions from paper decisions onto SWIFT (2003-2004).
• Reviewed system specification documents as Subject Matter Expert (SME) as part of a HUB securities project in
2003; engaged with global stakeholders in relation to design documents while producing User Acceptance Test
(UAT) plans and executing subsequent testing.
• Led, motivated, coached and provided strategic direction to a team of four in the management of holding
security (collateral) against stock lending positions averaging £23bn daily (2002-2003); monitored and mitigated
against risks and exposure while ensuring the settlement and reconciliation of collateral within strict deadlines.
• Promoted and lent client assets within strict regulatory and risk guidelines during tenure in Stock Lending
(1997-2002); maximised income generation from lending - ~£3.5-£4m P/A and wrote and updated procedures
in accordance with changes to working practices and regulations.
Gained exposure to: settlement, stock lending and collateralisation of gilt instruments, as well as: the settlement of negotiable
One of the world’s largest banking and financial
services organisations - http://www.hsbc.co.uk/
Enjoyed +30 years’ progression; originally
within Midland Bank in Securities /
Investment Services, through to recent role as
Implementation / Pre-Sales Manager.

3. money market instruments, newly-migrated custody clients and ad-hoc bank branch operations between 1984 and 1997, prior
to Midland’s acquisition by HSBC.
ACADEMIC HIGHLIGHTS
Seven O-Level (A-Level equivalents), including English and Maths
ABBS CROSS SCHOOL 1978-1984