Experience

Sequent Group

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Training & Learning / Business Operations

  • Mar 2019 - Present

  Formerly Rothschild Trust (Schweiz) AG - Created comprehensive, engaging and effective training programs: Induction training, AML by jurisdiction, Information Security and Group Policies and Procedures. Training evaluations and recommendations. - Developed further specialised subject matter training together with third-party experts. - Led vendor assessments of e-learning platforms, implemented Skillcast and TalentLMS. - Created a comprehensive training Heat Map aimed at launching a Back-to-Basics training programme across the Group. Show less



Rothschild & Co

• France
• Financial Services
• 700 & Above Employee

• Head of Front Office Support / Operations & Process Specialist

  • Mar 2013 - Jun 2019

  - Project team member for the implementation of FATCA including policy and procedures, templates, classifications, trouble shooting, and control and oversight. Automation of regulatory W-Forms.- Streamlined and centralised numerous registered agents across multiple jurisdictions, and acted as main contact.- Identified revenue generating opportunities in excess of CHF0.5m p.a.- Provided comprehensive NavOne training.- Developed and implemented a customised database to effectively identify and monitor regulatory requirements across multiple jurisdictions.- Center of excellence for specific tasks Show less

• Business Analyst / Project Manager

  • Jan 2012 - Mar 2013

  - Participated in the integration of the Guernsey entity, analysed and harmonised work processes and procedures, conducted the technical data migration onto a consolidated platform (4Series).- Supported PMO, managed Stream Lead meetings, contributed to new platform selection by analysing business requirements, facilitated vendor workshops and client reference calls.- Identified business cases and obtained management buy-in for business improvements.



State Street

• United States
• Financial Services
• 700 & Above Employee

• European COO Project Office / Project Manager

  • Aug 2010 - Nov 2011

  - Assisted the AIS European COO Project Office and affiliated Committees. Managed the monthly Dashboard reporting. - Concurrently managed multiple projects including the integration of legacy MIFA business into SS, enhancements to the internal system for additional treasury product offerings, centralisation of CDD function, and pilot Virtual Boardroom and Board pack product. - Luxembourg secondment: aligned the acquired subsidiary office with SS standards, assisted with the outward migration of two funds, prepared the outsourcing of the CDD function, and assisted with the role out of the new Operating Model and Organisation Structure. Show less



EFG Offshore Limited

• St. Helier, Jersey, Channel Islands

• Business Analyst / Fund Administration

  • Jan 2010 - Jul 2010

  Managed and successfully led the completion of phase two of a highprofile project to review, analyse and assess a technology solution for the EFG Fund Administration business. Contributed to the development of the RFP and facilitated vendor workshops. Assisted with contract negotiations and led relationship management with key stakeholders, external consultant and the shortlisted vendor Managed and successfully led the completion of phase two of a highprofile project to review, analyse and assess a technology solution for the EFG Fund Administration business. Contributed to the development of the RFP and facilitated vendor workshops. Assisted with contract negotiations and led relationship management with key stakeholders, external consultant and the shortlisted vendor



TMF Group

• Netherlands
• Financial Services
• 700 & Above Employee

• Consultant / Business Analyst / Process Manager

  • Sep 2008 - Dec 2009

  Company name was Equity Trust (Jersey) Limited - merged with TMF Group - Implementation of ViewPoint Administration System, driving process re-engineering and efficiencies for the client facing teams, e.g. the redevelopment of the global workflow process for new/lost business. - Approved and implemented system change requests and Group reporting specs globally. Created specifications and design enhancements of interfacing peripheral systems. - Created a Book of Best Practices, and supplementary Help Sheets Show less



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• IFS Business Support Project Manager

  • Apr 2005 - Jul 2008

  - Supported the development and implementation of core management information initiatives covering product profitability, segmentation analysis, relationship profitability.- Identified untapped revenue opportunity generating US$0.6m p.a.- Responsible for all non-regulatory MIS requirements and officer metrics reporting.- Managed the transfer out of the local IFS business within an aggressive six-month time frame.

• Fee Billing and Support Manager

  • Apr 2002 - Apr 2005

  - Managed teams in Jersey and Geneva overseeing fee billing and collection processes of US$15 million.- Mentored and provided stability and guidance to the originally dysfunctional teams, standardised controls and implemented cross-training.- Designed and implemented a new automated fee billing solution

• Process Development and Design Manager

  • Jan 2002 - Apr 2002

  - Implemented operational process changes., automated journal entries on existing accounting platform.- Recommended and participated in vendor assessment of a new accounting platform



Strachans

• United Kingdom
• 1 - 100 Employee

• Client Accountant

  • Jan 1995 - Dec 2002

  - Responsible for the preparation of financial statements and audits for International Fiduciary Clients and Local Clients. - Provided training and supervision to junior team members. - Acted in the role of senior member of a small team in the absence of the Manager. - Responsible for the preparation of financial statements and audits for International Fiduciary Clients and Local Clients. - Provided training and supervision to junior team members. - Acted in the role of senior member of a small team in the absence of the Manager.



Chase Manhattan Bank

• St. Helier, Jersey

• Management Information Services

  • Oct 1993 - Dec 1995

  Responsibility for the reporting and analysis of customer and product profitability at regional and country levels. Assisted with the production of local management information reports. Responsibility for the reporting and analysis of customer and product profitability at regional and country levels. Assisted with the production of local management information reports.



Lloyds Banking Group

• United Kingdom
• Financial Services
• 700 & Above Employee

• Customer Service Assistant

  • Jun 1993 - Oct 1993

  - Addressed customer enquiries in a prompt and efficient manner. - Identification of possible marketing opportunities and liaising with the relevant teams. - Addressed customer enquiries in a prompt and efficient manner. - Identification of possible marketing opportunities and liaising with the relevant teams.



Reads & Co.

• St. Helier, Jersey

• Trainee Accountant

  • Sep 1991 - Jun 1993

  Audit trainee and preparation of financial statements. Audit trainee and preparation of financial statements.