Ed Wells
Partner at PEN- Claim this Profile
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German Elementary proficiency
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French Elementary proficiency
Topline Score
Bio
Credentials
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CCXP
Customer Experience Professionals Association (CXPA)Aug, 2016- Nov, 2024 -
Associate of Institute of Investment Management & Research
-Sep, 1998- Nov, 2024
Experience
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Partner
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Apr 2013 - Present
PEN Partnership works with its clients to deliver business led change which will accelerate opportunities or resolve business challenges.
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Director
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Aug 2004 - Apr 2013
I have led some of Navigant's most challenging retail banking engagments, whilst simultaneously leading the FS (UK) practice sales effort across Banking, Insurance, Investment Management and Regulatory services.Clients have included RBS, Barclays, Lloyds Banking Group, Nationwide, Co-operative Banking Group, Tesco Bank, Virgin Money, Yorkshire BS, Old Mutual, AXA and AEGON
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Senior Consultant
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2000 - 20044 years
I worked on a number of strategic and transformation projects spanning the retail banking, life and pensions, retail, oil and utility industries.
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Investment Manager
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Sep 1996 - 20004 years
I initially undertook formal training in investment research and portfolio management, achieving professional qualifications (CFA equivalent) in June ’98.I then managed equity and bond portfolios for both institutional and private clients.
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Education
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Durham University