Bio
Experience
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Senior Consultant
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Jul 2020 - Present
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Director
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May 2012 - Present
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Programme Manager
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Feb 2019 - Jun 2019
Integration programme lead following the acquisition of Virgin Money by CYBG for both the Current Account and Personal Loan products. Responsible for programme mobilisation, functional design, product specification and platform selection for the new proposition.
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Management Consultant (Associate)
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Sep 2018 - Oct 2018
Life & Pensions Commercial Deal Engagement
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Management Consultant (Associate)
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Jan 2018 - Apr 2018
Management consultant & investment operations programme lead for a targeted engagement to analyse, document and propose recommendations to the current business architecture across TA Operations and technology for Europe and Asia. Extensive stakeholder engagement and management across a global matrix reporting structure with board and senior executive deliverables.
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UK Finance
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London, United Kingdom
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COO Integration Programme Lead (Associate)
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Oct 2016 - Dec 2017
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London, United Kingdom
Management consultant & COO programme lead responsible to execute the strategy for the integration of six existing trade associations to form a single, industry leading representative trade body. Executed organisational TOM redesign, implementation and transformation achieving efficiency savings of circa 40%. Managed a complex C-Suite landscape across multiple trade bodies, key stakeholders and associated business partners. Implemented an organisational procurement and contract management solution and instigated the requirements and vendor selection process for multiple new software solutions and third party services.
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The Co-operative Bank plc
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London
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Lead Consultant - Senior Programme Manager (Associate)
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Jan 2015 - May 2016
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London
Management consultant & CAO lead focusing on developing and delivering a Bank wide TOM & transformation programme for a major retail Bank across Retail and Treasury operations. Development of a risk management framework to drive accountability, control and oversight as part of a ‘RACI cultural journey’ for the bank in addition to council with the SMR implementation. Initiated a BPM programme through the lens of the ‘customer journey’ to optimise the lifecycle for both SME and retail clients, improve the client experience, reduce errors, enhance key compliance and control frameworks, reduce re-work and automate where possible following the design, analyse, execute and monitor methodology. Apr 15 – May 16) Lead consultant responsible for a targeted piece of governance reengineering work at HSBC IB covering evaluation, recommendations and change execution. (Jan – Mar 15)
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Julius Baer
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London, United Kingdom
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Programme Director - COO Integration
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Jun 2013 - Dec 2014
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London, United Kingdom
Programme directed the integration of Merrill Lynch's private banking business to Julius Baer. Accountable to the global COO, global head of integration and the UK CEO with responsibility across EMEA / LATAM & APAC. Lead the operational re-design and business transformation programme for the European platform in Frankfurt, leading client and asset migration, implementing the new TOM framework supporting six countries.
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Old Mutual Limited
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London, United Kingdom
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Lead Consultant - Senior Programme Manager (Associate)
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May 2012 - Jan 2013
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London, United Kingdom
Lead consultant and senior PM working for a FTSE 100 global insurance & wealth management organisation with two key deliverables. Firstly, to deliver a business case recommendation (platform solution) to the executive board to move from the current proprietary technology to a third party solution (DST Bluedoor) following a functional and architectural review of the existing estate. Secondly, to deliver a transformation programme that included the development of a European shared services target operating model (TOM) recommendation for IT, operations, service, risk, finance and adviser support.
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SEI Investments
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London, United Kingdom
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Director - Head Of Operations, Middle Office, Client Service & Change
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Jan 2007 - Mar 2012
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London, United Kingdom
• Leading a team of over 100 operational, change and client service professionals in the UK, USA and India in delivering operational service excellence at all levels to our UK production clients.• Responsible for delivering broad technology and business change programmes to the UK market in excess of $25M PA.• Inspired the team to forge deep partnerships with clients in order to understand what was key to their business success as well as a core understanding of the product offering and differentiators.• Directly managed the UK operational budget reporting into the global COO.• Collaborated closely with the sales and relationship teams to ensure business plans from sales, acquisitions and implementations were aligned in order to position for operational delivery.• Managed key business relationships with COO level executives at Towry, HSBC, Bestinvest and across the client base.• Instrumental in delivering against significant change and transition management.• Board member at the London and European operating committees as well as a former trustee and director of the SEI Mastertrust pension fund.
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State Street
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London, United Kingdom
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Vice President - Operations
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Jan 2004 - Dec 2006
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London, United Kingdom
• Responsible for a team of around 50 professionals in operations, client service and risk.• On point to deliver against all aspects of service and middle office operations for 3 UK corporate clients as part of the WMS outsourced service offering. • Established and consistently delivered against contractual service metrics and quality objectives across all segments.• Managed all aspects of the operational team & servicing relationships including the transition of roles from the US to London, strategic vendor partners and client de-conversions.
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Merrill Lynch
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London, United Kingdom
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Vice President - Operations
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Mar 1999 - Dec 2003
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London, United Kingdom
• Responsible for hiring and building an operational division to support a global private client base for advisors based in the UK.• Led through all aspects of project management, product delivery whilst managing multiple internal and external third party relationships and vendors.• Established a similar support structure in Madrid as part of the planned European roll out working with both external regulatory bodies as well as internal counsel to create the operating environment. • Directly managed a cross functional team of over 50 in London and Madrid reporting into the European COO and successfully delivering on time and within budget throughout my tenure.
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Barclays Capital
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London, United Kingdom
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Senior Operations Manager
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Aug 1998 - Mar 1999
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London, United Kingdom
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Fidelity Investments
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London, United Kingdom
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Operations Manager
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Sep 1993 - Jul 1998
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London, United Kingdom
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Invesco Ltd.
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London, United Kingdom
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Assistant Manager - Operations
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Feb 1989 - Aug 1993
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London, United Kingdom
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Credit Suisse Buckmaster & Moore
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London, United Kingdom
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Operations
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Jul 1985 - Feb 1989
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London, United Kingdom
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Education
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1980 - 1985Ravensbourne School For Boys
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