Experience

Multrees Investor Services

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Head of Change & Proposition Management

  • Mar 2022 - Present

  Accountable for researching, designing and building the Multrees platform and managing the implementation of business change. Accountable for researching, designing and building the Multrees platform and managing the implementation of business change.



Barclays Private Bank

• United Kingdom
• Financial Services
• 500 - 600 Employee

• Program Director

  • Mar 2021 - Dec 2021

  Leading the detailed analysis for a key simplification opportunity to inform Group strategy. Translating strategic direction into programme execution; producing a full front to back solution, accompanying client journeys, delivery plan, project costings and detailed risk assessment. Leading the detailed analysis for a key simplification opportunity to inform Group strategy. Translating strategic direction into programme execution; producing a full front to back solution, accompanying client journeys, delivery plan, project costings and detailed risk assessment.



Barclays Wealth Management

• United Kingdom
• Financial Services
• 700 & Above Employee

• Director, Head of Client & Colleague Journeys

  • Sep 2016 - Feb 2021

  Leading a team of 40 with end-to-end responsibility for journeys across both the Wealth Management and Smart Investor platforms. Driving service excellence, increased efficiency and client experience through a programme of continuous improvement, risk reduction and proposition enhancements. Successfully delivering small change initiatives and providing business leadership to centrally managed programmes.

• Director, Head of Proposition & Delivery Management

  • Feb 2014 - Aug 2016

  Leading a team of 20+ with responsibility for shaping the future of investment platforms, colleague tools, client digital channels and banking & credit services. Driving service excellence and supporting the delivery of strategic change.



Barclays Private Bank

• Investment Lead

  • Jan 2010 - Jan 2014

  Business lead for the investment component of a strategic transformation programme, delivering new portfolio management, order management, risk profiling and product catalog tools. Responsible for defining business requirements, as well as supporting the vendor selection process, shaping the final solutions and landing & embedding the change. Also acted as the business lead for a migration to the Avaloq platform, as well as the launch of a new investment advisory proposition and accompanying fund conversions to clean share classes. Show less



GERRARD INVESTMENT MANAGEMENT LIMITED

• Financial Services
• 1 - 100 Employee

• Business Manager

  • Jan 2006 - Dec 2009

  Supported the integration of Gerrard into Barclays Private Bank with the focus on alignment of investment processes and business restructuring. Supported the integration of Gerrard into Barclays Private Bank with the focus on alignment of investment processes and business restructuring.



Barclays Private Clients

• Project Manager

  • Jan 1997 - Dec 2005

  Successfully delivered complex change management and IT projects to time, quality and budget, through the full delivery lifecycle. Included platform migrations, business process re-engineering, remediation, launch of new client propositions, outsourcing and business relocation. Successfully delivered complex change management and IT projects to time, quality and budget, through the full delivery lifecycle. Included platform migrations, business process re-engineering, remediation, launch of new client propositions, outsourcing and business relocation.



Barclays Personal Investment Management/Barclays Bank Trust Company

• Various

  • Jul 1984 - Dec 1996

  Including Technical Manager, Dealing Manager & Portfolio Manager Including Technical Manager, Dealing Manager & Portfolio Manager