Proxymity was founded by Dean Little and Jonathan Smalley, two veterans of the custody business within Citigroup’s Institutional Clients Group in London. With over 30 years combined industry experience in custody and asset servicing product development, they recognised an opportunity to reinvent proxy voting within the existing corporate governance ecosystem, bringing unprecedented efficiency and transparency to the market.
Proxymity’s founders were supported by Citi’s D10XSM program, an internal accelerator that supports the creation, development and launch of new concepts by employees across Citi’s businesses.
From an early stage, however, it was felt that for Proxymity to have the largest impact possible that it should be backed by the industry as a whole rather than be owned by one company. To support this vision, in May 2020 some of the world’s largest financial institutions joined together to invest in the platform and establish Proxymity as an independent business.
With over 10 years of operational experience working for a number or broker dealers and asset managers, Dean moved across to product development team in 2010 with Citibank. He then went on to manage the development team in 2014. During his time he was responsible for the management and strategy of market mandatory, client specific and efficiency related asset servicing developments for our direct and global custody franchises.
Throughout his career, Dean has worked hard to help improve industry standards. Most recently, he has appeared on a number of industry bodies and market forums including the T2S Corporate action sub group (CASG), Corporate Action Joint Working Group (CAJWG), UK Shareholder working group and Co-Chair of the AFME custody committee.
After achieving his BSc degree in Physics from Nottingham University, Jonathan worked for BNY Mellon in Asset Servicing Operations as team leader of the event creation unit. He then joined Citi Bank in 2010, where he met Dean whilst working in asset servicing.
In August 2014, Jonathan moved to Citi Bank’s product development as custody product development manager for Asset Servicing, where he led the way in a number of global and regional projects. Jonathan has contributed to the AFME Post Trade Asset Servicing Committee and UK Custody Working Group since 2014 and was recently a speaker at the CorpActions2017 forum held in London.
Tal joined the Citi Tel Aviv Innovation Lab in Israel in 2014 with over 13 years software development and management experience. Citi Tel Aviv lab was a small pioneering global bank development center at the time he started.
Tal lead multiple engineering projects from their inception to production, specializing in building strategic, high-impact e-Trading applications with special attention towards optimizing users’ workflow and adoption of data & analytics. As a member of the management team, Tal helped to grow the Innovation Lab and position it as one of the most impactful development centers within Citi and within the Israeli Fin-Tech ecosystem.
Tal holds a B.Sc. degree in Bio-Technology Engineering and a post-graduate certification in Computer Science from Tel-Aviv University.
After obtaining a BSc in Computing from Westminster University in 2003, Andrew started at the FSCS within client services. In 2008 he joined Broadridge Financial Solutions in their international Investor Communication Solutions (ICS) division, specialising in the delivery of electronic proxy voting solutions to global custodians and their institutional clients and became a subject matter expert in the global proxy voting industry. This unique experience allowed Andrew to become a key contributor in the development of Broadridge’s electronic platform and local market solutions. In 2015 he became Head of Client Service and UK Operations, responsible for market operations, vote execution and PoA management.
Andrew joined Proxymity in May 2018 as Product Manager, and lead the development team to successfully launch the platform. He oversees the on-going platform development and contributes to the development of the service delivery team that support the product today.
Before joining the Proxymity team, Tatiana was a Team Supervisor in the Securities Services Operations department at Citi in, Moscow. She held this role since early 2016 and was responsible for the income distribution, tax reporting, project management and systems testing on the Russian market.
Tatiana started her career with Citi in 2008 and prior to the current role, she held various assignments in settlement and client service areas in Securities Services Operations, Currency Control and Local Payments’ departments.
Tatiana graduated from Moscow State University of Railway Engineering in 2008 and got two degrees with honors in Finance and Banking and English language interpreter in Economics.
After graduating with a degree in European and International Economics and Business studies from the University of Novi Sad in Serbia in 2015, Jelena moved to Poland to pursue a Masters in Finance and Accounting at the Kozminski University. Whilst completing her Masters, Jelena started working at Citi across asset servicing operations in Global Custody, supporting key mandatory corporate actions and income functions.
Jelena continued to work in the Global Custody Team in Poland before joining the Proxymity Team in May 2018 where she plays a key role in supporting the full launch of the platform and the associated client on-boarding support. She now leads Proxymity’s service delivery whilst also supporting the on-going product development of the platform.
Kobi started his career working in the Oil and Gas Industry as a Chartered Chemical Engineer primarily in the UK and Norway. He made the move to working in digital marketing after completing his second masters degree in Social Media 2011 at a time when the marketing potential of Google and other online platforms was largely unknown.
Kobi is a digital marketing speaker and teacher with institutions such as the tech school General Assembly and Hult International Business School on the subjects of about SEO and Content Marketing. Kobi has worked as a digital marketer with small companies as a through to multinationals on the subjects online marketing strategy and implementation.
Arjun joined Proxymity in 2018 as the team’s Financial Planning and Legal Lead after completing Citi’s Financial Management Associate rotational programme in London.
Prior to joining Citi in 2016, Arjun worked in finance and governance roles reporting to senior stakeholders in both the private and public sectors. He has managed teams of lawyers, economists and technologists on consulting assignments, forensic investigations and policy projects, and has worked with financial regulators to make markets more transparent, efficient and innovative.
Arjun holds an MBA from IESE Business School, a law degree from UCLA, and a BA in economics from Yale University.
Omri holds B.Sc in Computer Science and has over 10 years of experience in Software Engineering, specialising in designing and developing applications for retail as well as finance.
Since joining Citi in 2015, Omri assumed a tech-lead role in various innovative projects in the Fixed-Income and Securities Services space.