Director

• Jun 2021 - Present

Vice President Structured Finance

• Jul 2019 - Jun 2021

Complex structuring, execution and origination. Additional focus on Mid market debt origination including NatWest growth fund.

Vice President Structured Finance, Asset Based Lending

• Dec 2018 - Apr 2021

Assistant Director Structured Finance

• Aug 2017 - Dec 2018

Structured Finance, Asset Based Lending. Focused on debt requirements above 30m or sponsor backed transactions.

Leveraged Finance Graduate

• Oct 2016 - Aug 2017

Two 6months rotations within the extremely successful South Regional Structured Finance Team.This role involves the analysis or highly complex transactions, with a core focus on leveraged MBOs and M&A backed by Financial Sponsors. Day to day activities include the writing of credit papers, the analysis of commercial, legal and financial due diligence, the review of confidentiality agreements and financial modelling/sensitivities.

Client Management (Portfolio) Graduate

• Apr 2016 - Sep 2016

Rotation 2: Client Management (Portfolio Management), Large Corporates and Sectors, Consumer, Retail and Healthcare. This role involves the capital and transaction management of a portfolio of FTSE top 10 – 100 level corporate clients. The function of the role is to compliment the coverage directors, supporting them in the delivery and execution of the biggest deals in the bank, while managing the credit risk of the portfolio and engaging with product partners in areas such as DCM, FX, Trade, TS and other relevant income streams. In this role I have been given a great deal of responsibility to articulate the banks commercial position in relation to complex non standard facility documentation and internal/external legal counsel. Additionally I was responsible for the submission of technical credit and capital requests to senior leaders in the bank. This highly challenging role requires attention to detail, a good understanding of capital commitments and liquidity, understanding of bank and client strategy and investment banking activities for sophisticated clients in the UK and abroad. Show less

Real Estate Finance Graduate

• Sep 2015 - Apr 2016

Rotation 1: Real Estate Finance, London Estates, Funds Team, London Corporate REFIn this role I was responsible for assisting the Coverage Director in the running of the portfolio and originating new business for the bank in the prime and secondary market with quantum between £50 and £100 million. This involved:• Structuring and evaluation of debt transactions incorporating cash flow modelling.• The articulation of client asks for relevant credit and business forums• Returns modelling• Writing of in-depth papers on transactions• Research into the various asset classes in real estateOther tasks included the management of clients needs and day to day transactional support on various queries and engagement with various internal and external stakeholders such as corporate treasury teams and external legal counsel. Show less

Owner/Manager

• Aug 2011 - Jun 2015

Multi awarding winning independent wine merchants focusing on retail and trade sales. I set the Salisbury store up from conception to successful trading and into profit. I ran all aspect of the business and built strong relationships with B2B customers from supplying on trade to estate agents etc. I focused on service through knowledge and delivering expectational customer service. I managed a team and also ensured they also delivered the above. I grew the business over the three years I had it and ultimately sold it in 2015. Show less

Director

• Jan 2015 - Apr 2015

Comprised of levy payers from businesses in the Salisbury district, I was a director of this Business Improvement organisation. The board set strategy and budgets for the organisation which acts on behalf of the business community with its own budget. We directed officers of the BID and launched initiatives such as the running of the Christmas market, Brand Salisbury, Free car parking, business services etc. Comprised of levy payers from businesses in the Salisbury district, I was a director of this Business Improvement organisation. The board set strategy and budgets for the organisation which acts on behalf of the business community with its own budget. We directed officers of the BID and launched initiatives such as the running of the Christmas market, Brand Salisbury, Free car parking, business services etc.

Assistant Branch Manager

• Dec 2009 - Jul 2010

Assistant Branch manager in busy store opposite Magdalene College. Hosted wine tastings and help develop large local accounts. Assistant Branch manager in busy store opposite Magdalene College. Hosted wine tastings and help develop large local accounts.

Wine Rack Graduate Scheme

• Jan 2009 - Nov 2009

Wine Rack fast track graduate program. Ran two branches and with direct management and responsibility for c.10 team members. The parent went into administration during which time I had to keep the team motivated, break the news of redundancy and continue a fire sale of assets. Achieved maximum exit bonus by ensuring assets realized were above a certain value threshold and ensuring stock was accurate and accounted for. Wine Rack fast track graduate program. Ran two branches and with direct management and responsibility for c.10 team members. The parent went into administration during which time I had to keep the team motivated, break the news of redundancy and continue a fire sale of assets. Achieved maximum exit bonus by ensuring assets realized were above a certain value threshold and ensuring stock was accurate and accounted for.

Summer Intern

• Jun 2006 - Sep 2006

Paid internship in Future Systems. Worked with FD and MD in mapping all processes and interactions within the department both internally and externally. Turned all information into a flow diagram and printed it in large format, wall papering an entire meeting room. Paid internship in Future Systems. Worked with FD and MD in mapping all processes and interactions within the department both internally and externally. Turned all information into a flow diagram and printed it in large format, wall papering an entire meeting room.