Regional Director


Newport, Gwent

 Big Business Experience


Lloyds Bank

 Small Business Experience

Raft International PLC

Chase Cooper Limited


In the last four years Gerry has been involved with cloud technology and its introduction into SME’s and Accounting practices.  He was sales director for a fast-growing cloud integration company selling consulting and cloud ecosystems around the Xero accounting system.

Prior to joining Boardroom Advisors Gerry was the Managing Director of Cognitive Research, the company was focused on three things, – media research into the changing face of accounting practices, a value-added reseller of cloud-based software and a business consultant involved business acquisitions, interim assignments, GDPR and the funding.

He was a partner in a successful City based software and consulting firm for over twelve years and created one of the world’s first Operational Risk solutions combining value at risk modelling techniques with traditional subjective methods.  He raised $1m in an earn out deal worth $16m for his operational risk system solution.

Key Areas of Expertise

A company director with experience of funding, running and exiting 5 of my own businesses in 30 years in fintech, hospitality and consultancy.

Highly skilled in the digital world, having been an early adopter of the internet running a mid-sized software company for 10+ years.

Designer of one of the first operational risks management systems to use loss events to model risk.

Extensive CRM iBPM experience.

Sound understanding of trading and commercial banking systems.

Experience in bank balance sheet modelling systems.

Experienced in the funding market having raised funds through earn out and direct as well as creating many business plans and investor presentations.

Sound knowledge of the Xero Ecosystem.

General Management experience for 9+ years in hospitality achieved 19 straight 5-star reviews and gold customer service awards.

Great project management experience across many different environments.

Published author on GDPR implications for small businesses.


Strategic cloud ecosystem development

E-commerce for B2B solutions

Functional architect on operational platforms

New product development

Using KPI’s to help drive hotel revenues

Financial modelling and forecasting in hotels

Regulatory advice on GDPR

Private Flight Brokerage, looking to replace server-based solution with cloud-based ecosystem to address the disconnect between their CRM and the billing process.

3Rd Sector, large enterprise with an in-house case management system looking to upgrade to a cloud-based case management system

3rd Sector organisation looking to replace their financial bond management system

App for a private clinic using an eCommerce approach

Website for silver trading solution with website and back end processing

ERP for water purification solution for the US market

Account Manager several accounting firms

Outsourced bookkeeping business development