Experience

McInroy & Wood

• United Kingdom
• Investment Management
• 1 - 100 Employee

• Head of Change Management

  • Aug 2023 - Present



BlackRock

• United States
• Financial Services
• 700 & Above Employee

• Director- Head of EMEA Change Management

  • Oct 2015 - May 2023

  Edinburgh, United Kingdom Leader of large-scale, high-priority, strategic change for BlackRock, including flagship client onboarding within the UK and EMEA. Accountable for delivery of the EMEA change portfolio and leading the EMEA Change Team. Partnering with Senior Leadership to prioritise, resource and successfully deliver key regulatory, client, technology and operational programmes in support of the company strategy



Orange Penguin Limited

• Director

  • Mar 2012 - May 2021

  Consultant providing strategy, change and business expertise to financial services clients. Various assignments including global outsourcing, technology platform transformation, product launches, regulation, business management and organisational design



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Consultant - Programme Manager, TTF Client Onboarding

  • Mar 2015 - Sep 2015

  Edinburgh, United Kingdom Programme Lead, Tax Transparent Funds (TTF) - designed new onboarding model for flagship product and successfully onboarded assets across three complex clients



BlackRock

• United States
• Financial Services
• 700 & Above Employee

• Consultant - Director, Business Change & Financial Control

  • Feb 2014 - Nov 2014

  Edinburgh, United Kingdom - Client Money Protection (CASS) and Financial Control – partnered with UK and Offshore providers to deliver the change portfolio and oversee all regulated client money activities and reporting - Organisation design including revised business function structure and footprint



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Consultant - Programme Director

  • Oct 2013 - Feb 2014

  Edinburgh, United Kingdom Transformation of core technology and client platform, including increased functionality, rationalisation and support model design



abrdn

• United Kingdom
• Financial Services
• 700 & Above Employee

• Consultant - Programme Manager, Global Outsource

  • Jul 2012 - Sep 2013

  Edinburgh Effected delivery of a global middle office outsource programme, across both client and provider organisations. Created structure, defined delivery road map and led teams to successfully deliver across both organisations

• Consultant - Data Strategy

  • Apr 2012 - Jul 2012

  Edinburgh, United Kingdom Lead Senior Business Analyst on critical data programme



Scottish Widows Investment Partnership

• Investment Management
• 1 - 100 Employee

• Head of Corporate Strategy & Business Change

  • Jan 2010 - Oct 2011

  Edinburgh, Scotland, United Kingdom Member of the Operations Executive Team. Accountable for strategic planning and leading successful change delivery in support of the firm's strategic goals.

• Head of Business Change

  • Dec 2005 - Dec 2009

  Managing a team of internal consultants to drive firm-wide change initiatives and facilitate the delivery of complex investment products to market

• Consultant, Business Strategy and Change

  • Aug 2004 - Dec 2005

  Driving and managing the delivery of complex product launches and programmes to the investment market

• Senior Business Analyst

  • Apr 2002 - Aug 2004

  Lead Business Analyst in the Technology Team working closely with the front office investment teams



Britannic Asset Management

• Senior Business Analyst, Business Change

  • Aug 2000 - Mar 2002



Stewart Ivory & Company Ltd.

• Senior Business Analyst

  • Aug 1995 - Aug 2000

  Edinburgh, Scotland, United Kingdom