Non Executive Chairwoman

• Apr 2023 - Present

Non Executive Director

• Sep 2022 - Mar 2023

Non Executive Director

• Jun 2022 - Present

Business Development Consultant - Africa

• Jul 2021 - Present

My role is to promote Jersey as a forward thinking International Finance Centre and position why intermediaries in Africa should consider working with Jersey financial services industry such as trust companies, funds administrators, corporate services providers, banks when considering offshore solutions. My role is to promote Jersey as a forward thinking International Finance Centre and position why intermediaries in Africa should consider working with Jersey financial services industry such as trust companies, funds administrators, corporate services providers, banks when considering offshore solutions.

Founder and CEO

• Jun 2021 - Present

Providing consulting services such as entry strategies and feasibility studies for companies looking for business opportunities across Africa. Providing consulting services such as entry strategies and feasibility studies for companies looking for business opportunities across Africa.

Non Executive Director

• Sep 2022 - Mar 2023

Head of Partnerships & Strategic Projects

• Feb 2021 - Jun 2021

• Oversaw strategy design, guidance and implementation including development of plans, aligning with strategy and tracking against set targets.• Led the design, development & implementation of transformational projects across multiple teams.• Led and took ownership of the Annual Wealth Management Distribution Summit to effect business alignment across the division. • Developed and setup a Digital sales channel to increase delivery of financial advice.• Provided strategic and advisory support on Financial Planning to NedPlan Insurance Brokers, Namibia. Show less

Head of Strategy & Rest of Africa

• Jul 2016 - Jan 2021

• Programme Lead responsible and accountable for the commercialisation of the Wealth Management partnership agreement with Ecobank in West Africa.• Oversaw the adaptation and implementation of Wealth Management business in Ecobank key markets such as Nigeria, Ghana, Cote d’Ivoire & Senegal.• Worked with regulators in ensuring that the wealth management business model was adopted and set the standard in such emerging regulatory landscape• Established effective collaboration and partnerships and maintained liaison and coordination between Nedbank and Ecobank, aligning diverse cultural settings• Engaged the Financial Planning Standard Board on the possibility of setting up an affiliate in Nigeria Show less

Head: Strategy & Key Accounts

• Sep 2011 - Jun 2016

• Managed all key stakeholder relationships with Product Providers and other Bank channels • Oversight over the Financial Planning Product Forum for the financial planning business.• Planned, formulated, documented and managed the strategic plan, management summit and national roadshow to communicate key messages to all financial planners and stakeholders• Provided strategic and advisory support and Board member participation for NedPlan Insurance Brokers, Namibia. Assisted the company streamline and grow the financial advice business Show less

Business Support Manager

• Apr 2007 - Aug 2011

• Set up the Pinancial Planning Operations dept from scratch for a business for ~ 500 planners• Developed, put together training programme and took accountability for training new planners• Provided operational management leadership and implemented business efficiencies including a tracking system to monitor financial planning client queries, new business leads system, etc.• Developed an efficient on-boarding & off-boarding processes for new & exiting planners.

Standard Operating Procedures Manager

• May 2005 - Mar 2007

Delivered, through project teams, Standard Operating Procedures for; Distribution Administration Support (DAS); Sales (Area Managers and Broker Consultants) - a first of its kind within Broker distributionSensitised the whole business on the need for Standard Operating Procedures.Managed implementation of a new business model (@BC) to service OLD MUTUAL Brokers telephonically, replacing the face-to-face (person-to person calling) model.

Communications Manager

• Oct 2004 - Apr 2005

Increased the awareness of the Broker Distribution business strategy to staff at all levels. Scheduled sessions and crafted messages for the General Manager targeted for different stakeholders on changes in the business.Produced regular electronic staff newsletters which provided staff with the latest business updates.Initiated a series of staff communication disciplines through different media Editor of the business unit monthly Employment Equity Committee Newsletter from 2003 to 2005. Show less

Business Development Manager

• Jan 2004 - Sep 2004

Part of team that revised the Broker Recognition Programme, creating personalized value propositions for each class of brokersManaged a budget of R7million for the Broker Recognition Programme.Improved the marketing calendar coordination between regions and head office, leading to alignment hence increased sales

Product Procurement Manager

• Apr 2000 - Dec 2003

Ensure smooth integration and rollout of new products into Broker Distribution using project management principles resulting in minimal problematic issues.Established a successful Product Procurement function within the business which became the cornerstone of launching new products.Operated and managed a team of representatives from different functional areas to ensure successful launch and oversaw the launch of 7 retail products over a two year period.Developed a rigid launch process which resulted in a high product take up after each product launch. Show less

Pricing Analyst

• Apr 1998 - Mar 2000

Analyzed charging rates for satellite calls and handsets Ensured that all agreements and pricing updates were communicated with all stakeholders Gathered competitor intelligence to understand the trends, hence offer competitive rates Analyzed charging rates for satellite calls and handsets Ensured that all agreements and pricing updates were communicated with all stakeholders Gathered competitor intelligence to understand the trends, hence offer competitive rates

Statistical Analyst

• Oct 1996 - Mar 1998

Analyzed charging rates for international calls using MS Excel, SAS and other statistical programmes. Recommended the cost effective routes for international calls, using historical and forecasted data. Gathered competitor intelligence in order to understand the trends-hence offer competitive rates Analyzed charging rates for international calls using MS Excel, SAS and other statistical programmes. Recommended the cost effective routes for international calls, using historical and forecasted data. Gathered competitor intelligence in order to understand the trends-hence offer competitive rates

Researcher

• Sep 1994 - Sep 1996

Got involved in academic research and analysis thereof Designed, analyzed and interpreted research in tertiary education Prepared research reports for business use Got involved in academic research and analysis thereof Designed, analyzed and interpreted research in tertiary education Prepared research reports for business use

Computer Analyst

• Sep 1993 - Aug 1994

Designed, analyzed and interpreted research data in the faculty of Agriculture Prepared research reports for business use. Trained researchers in basic statistical programmes including SAS and Statistica Increased computer literacy for Agricultural students Designed, analyzed and interpreted research data in the faculty of Agriculture Prepared research reports for business use. Trained researchers in basic statistical programmes including SAS and Statistica Increased computer literacy for Agricultural students

Biometrician

• Jan 1992 - Aug 1993

Designed, analyzed and interpreted agricultural research data. Prepared research reports for business use. Designed, analyzed and interpreted agricultural research data. Prepared research reports for business use.

Mathematics & Physics Teacher

• Jan 1991 - Dec 1991

Mathematics & Physics teacher for “A” level students Mathematics & Physics teacher for “A” level students