Experience

MFEX Mutual Funds Exchange AB

• Senior Fund Company Relationship Manager

  • Mar 2020 - Present

  London, United Kingdom Head of Fund Relations UK, Ireland and Channel Islands



ACOLIN Group

• Luxembourg
• Financial Services
• 1 - 100 Employee

• Client Relationship Manager

  • Jul 2016 - Mar 2020

  London, United Kingdom Established the London office to manage ongoing and exisiting client relationships, developing sales leads. Provided enhanced B2B, D2C platform knowledge across the UK and Europe whilst concentrating on regulatory changes in the Swiss Funds market. Responsible for expanding the distribution network within the UK for clients enhancing the offering of Distribution Management Network.



Principal Global Investors

• United States
• Investment Management
• 200 - 300 Employee

• Senior Sales Support Manager

  • Jul 2013 - Jun 2016

  London, England Supported the Directors of European Wholesale Funds Distribution. Working in all areas of the business requiring daily contact with external clients, prospects and PGI colleagues based in a variety of geographic locations. Participation in client and prospect meetings, sales development across the UK and Europe in particular Swiss GFI’s.



AXA Investment Managers

• France
• Financial Services
• 700 & Above Employee

• Broker Services Consultant

  • Sep 2011 - Jul 2013

  London, United Kingdom Provided dedicated support to the Head of Discretionary Sales in London, which encompassed Multi Managers and Wealth Managers. Participated in client and prospect meetings, followed-up on new business leads. Acted as liaison between Fund Manager’s and Intermediaries whilst providing Fund performance figures, market updates and competitor analysis.



Cazenove Capital Management

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Multi Manager Assistant

  • Oct 2007 - Aug 2011

  London, United Kingdom Duties included providing assistance to the Multi Manager team and thereby developing an efficient support function. Responsibilities in the role included analysing fund statistics, preparing accurate and timely reports, drafting sales and marketing material and undertaking research assignments.

• Performance & Risk Analyst

  • Feb 2005 - Oct 2007

• Private Wealth Reporting Administrator

  • May 2000 - Feb 2005



Thomson Reuters

• Canada
• Software Development
• 700 & Above Employee

• UK Company Accounts Analyst

  • Dec 1997 - Jan 2000

  London, United Kingdom


Hemscott Publishing Ltd
• UK Company Accounts Analyst

  • Jul 1996 - Dec 1997