Bio
Credentials
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Management Diploma
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Experience
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United Kingdom
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Financial Services
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200 - 300 Employee
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Private Wealth Operations Manager
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Oct 2023 - Present
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Business Operations Manager
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May 2021 - Nov 2023
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Sales Support Manager/Client Experience Manager
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Feb 2006 - May 2021
Management of the Sales Support Team over 3 locationsFacilities ManagementHealth & Safety OfficerManagement and development of the Client Experience Teams in 2 locationsMember of the Senior Management Team
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EB Operations & Group Sales SupportManager
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Jul 2018 - May 2021
Management of the Sales Support Team over3 locationsFacilities managementHealth and Safety officerManagement of the Employee Benefits Client Experience Team (Pension)Management and development and the Group Risk and Healthcare Team
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Cornhill Life
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Guildford, United Kingdom
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Training Co-ordinator
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Aug 1987 - Dec 2005
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Guildford, United Kingdom
Training plans for new staffAnnual competency testing for existing staffProduction of training manuals and guides
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Education
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1981 - 1987Kings Manor Guildford
Suggested Services
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Industry Focus. “Financial Services”
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