I'm Gerald Lee, a results-oriented Project Manager specializing in digital transformation and FinTech ecosystems. I excel at leading distributed teams, controlling scope, and mitigating operational risks in regulated environments, delivering complex programs on time and within budget. Combining the agility of a founder with the governance discipline of a Big 4 consultant, I connect strategy to execution and collaborate with startups, investors, and incumbents to drive meaningful change. Based in Bristol, I partner with cross-functional teams to turn ambitious ideas into products and outcomes.

Gerald Lee

I'm Gerald Lee, a results-oriented Project Manager specializing in digital transformation and FinTech ecosystems. I excel at leading distributed teams, controlling scope, and mitigating operational risks in regulated environments, delivering complex programs on time and within budget. Combining the agility of a founder with the governance discipline of a Big 4 consultant, I connect strategy to execution and collaborate with startups, investors, and incumbents to drive meaningful change. Based in Bristol, I partner with cross-functional teams to turn ambitious ideas into products and outcomes.

Available to hire

I’m Gerald Lee, a results-oriented Project Manager specializing in digital transformation and FinTech ecosystems. I excel at leading distributed teams, controlling scope, and mitigating operational risks in regulated environments, delivering complex programs on time and within budget.

Combining the agility of a founder with the governance discipline of a Big 4 consultant, I connect strategy to execution and collaborate with startups, investors, and incumbents to drive meaningful change. Based in Bristol, I partner with cross-functional teams to turn ambitious ideas into products and outcomes.

See more

Experience Level

Language

English
Fluent

Work Experience

Head of Engagement at Invest West / FinTech West
February 1, 2025 - Present
Orchestrated the operational delivery of regional engagement strategies and large-scale events, managed logistical timelines and stakeholder communications to ensure successful project execution. Led a remote workforce of 30+ interns by establishing clear reporting structures and deliverables on Notion, ensuring resource alignment with organizational goals. Delivered a standardized due diligence framework for ecosystem partners, coordinating between startups and investors to streamline the onboarding project lifecycle.
Founder & Product Operations Lead at Mach D Trading
September 1, 2023 - Present
Directed the end-to-end project lifecycle of a B2B2C education platform launch, managing partnerships, budget allocation, and technical milestones from concept to go-live. Mitigated project risks related to data privacy and financial compliance by implementing robust governance protocols during the development phase. Coordinated the integration of complex third-party APIs (OpenAI, Crypto Exchanges) into the platform, ensuring technical dependencies were managed without delaying the critical path.
Senior Consultant (Business & Digital) at Ernst & Young
January 1, 2020 - January 1, 2022
Managed multi-stream digital transformation projects for enterprise banking clients, tracking progress against strict regulatory deadlines for Digital Banking License applications. Facilitated project governance meetings between technical vendors and business stakeholders to resolve blockers and ensure alignment with the strategic roadmap. Oversaw the delivery of a nationwide 'cashless society' initiative across 21 financial institutions, managing complex stakeholder dependencies and implementation schedules.
Head of Engagement at Invest West / FinTech West, Bristol
February 1, 2025 - Present
Orchestrated the operational delivery of regional engagement strategies and large-scale events, coordinating logistics and stakeholder communications to ensure timely execution. Managed a remote workforce of 30+ interns with Notion-based reporting, aligning resource allocation with organizational goals. Delivered a standardized due diligence framework for ecosystem partners, streamlining onboarding from startups to investors.
Founder & Product Operations Lead at Mach D Trading, Bristol
September 1, 2023 - Present
Directed end-to-end lifecycle of a B2B2C education platform launch, including partnerships, budget allocation, and technical milestones from concept to go-live. Implemented governance protocols to mitigate data privacy and financial compliance risks during development. Coordinated integration of complex third-party APIs (OpenAI, Crypto Exchanges) while maintaining the critical path.
Senior Consultant (Business & Digital) at Ernst & Young, Malaysia
January 1, 2020 - January 1, 2022
Managed multi-stream digital transformation programs for enterprise banking clients, tracking progress against regulatory deadlines for Digital Banking License applications. Facilitated governance meetings between vendors and business stakeholders to resolve blockers and align with the strategic roadmap. Led a nationwide 'cashless society' initiative across 21 financial institutions, handling complex stakeholder dependencies and implementation schedules.

Education

MSc in Financial Technology (Distinction) at University of the West of England (UWE)
January 1, 2023 - January 1, 2023
MSc Financial Technology at University of the West of England (UWE)
January 11, 2030 - January 1, 2023

Qualifications

Entrepreneurial Futures Award (UWE)
January 1, 2024 - January 23, 2026
Innovate UK Unlocking Potential Award: Begin
January 1, 2023 - January 23, 2026
Entrepreneurial Futures Award
January 11, 2030 - January 23, 2026
Innovate UK Unlocking Potential Award: Begin
January 11, 2030 - January 23, 2026

Industry Experience

Financial Services, Software & Internet, Education, Professional Services, Other