• Oct 2022 - Present

Following my recent qualifications as an assessor and adult educator, I have now changed positions to focus on student engagement and support.My role is to take our learner engagement process into the modern age, using various bits of software to enhance our educational process.You can still contact me for sales/marketing enquiries but my day to day goals are now aligned with creating and developing new ways to keep our students engaged and happy.

• Feb 2019 - Oct 2022

I head up the Sales & Marketing for STA Limited-this required me to spread my attention amongst multiple projects whilst still retaining a focus on the end goal.I am responsible for producing all marketing materials, graphics, teaching slides, account management and new business generation.STA limited work with a number of security providers in the UK and provide the training for staff that will be focused on providing spectator safety services. We cover both NVQ Level 2 and 3 with further education enabled for those seeking to be awarded the diploma in Spectator Safety Management (Level 4) Show less

Business Development Manager

• Sep 2018 - Jan 2019

My role within Synaptic is to further develop the reach and exposure of the software that we make available to financial advisers, brokers, providers and networks. Synaptic is the only, end-to-end financial research, software tool available on the market. We can assist an adviser's research schedule and requirements with a variety of applications, namely; - Client fact find - Risk profiling - Automated portfolio re-balancing - Platform due diligence - Product & Fund research - Pension switching workflows (barring DB & TVAS) - Feature driven, straight-to-quote, protection & annuities engine - Retirement draw-down analysis - Cash flow modelling - Fund fact sheets - Full training and support for all of the above services Show less

• Jul 2017 - Aug 2018

As Intermediary Account Manager sees me focusing more on external client visits, providing all interested parties with demonstrations and presentations of the Defaqto Engage service, ad hoc, via face 2 face or via the traditional webinar methods if preferable.There is also a bigger focus for me to grow a portfolio of advisory firms who require panel consultancy for the strategies that they currently implement for their clients. This requires me to understand the strategies and then best suggest how Defaqto can help them using our wealth of expertise and data applications.I have already achieved a number of successes within this role and look forward to developing many more over the course of time.Success stories to date:- Successfully agreed panel consultancy agreements with 3 advisory firms (details private to prevent infringement) with zero marketing support- Successfully created a network of compliance managers who are aware of our services and know that Defaqto are best positioned to supply this service- Successfully agreed network deals for Engage software- 2 x Commercial Employee of the quarter winner - Semi-professional social media content creator- Professional reader of WikipediaKey Responsibilities:- Travel the country meeting advisers- Demonstrate the Defaqto Engage software- Consult upon investment/research strategies that should be adopted- Maintain a portfolio of clients and prospects- Sit on investment committees where requested too (technical standpoint)- Actively promotes Defaqto brand via social media- Good knowledge of all finance related products - Good knowledge of funds/ investments Show less

• Sep 2014 - Aug 2018

Defaqto offer insights & analysis into all aspects of the Financial sector, providing platforms of engagement to various companies and institutions. We are the largest collater of data in the UK, supplying most of the major brokerages, Financial Advisory firms and comparison websites with our market data.This role was primarily desk and telephone based-requiring me to develop an intrinsic knowledge of both our software and the markets in which we serve.

External Consultant

• Sep 2015 - Oct 2015

IPFingerprint is a web based software tool that tracks who visited your website and marries this up to what pages they looked at and which phrases they used to find your website. As well as sending you or members of your team email alerts either set up to be instant (when a visitor is identified as a business) or a daily alert (an email listing all identified businesses that visited your website in the previous 24 hours), in conjunction with the web based user panel, you can login in and view the name, address and contact details of those businesses, see where they were looking on your website and for how long, as well as letting you know from where they came from and what phrases they used to find you. All data can be downloaded and integrated into your existing CRM data. It’s an essential tool to assist with Google Adwords and SEO, or any other marketing campaign to gauge success or failure, but more importantly tell you who looked as a result, but didn’t contact you! - Took on a consultative role to design a sales strategy for the company which could be adopted en mass - Wrote 20 page document detailing best practice approach for the company in regards to outbound sales approach Show less

Account Manager

• 2013 - 2014

Previously worked for the company when trading as Skillsbank, operated in a mainly consultancy role, helping to push a CKP qualification to the employment market. Previously worked for the company when trading as Skillsbank, operated in a mainly consultancy role, helping to push a CKP qualification to the employment market.

Telesales

• 2012 - 2013

RatesRecovery are a firm of chartered surveyors who specialise in reducing business rates for companies and institutions throughout the UK. The company are a bastion of light within a highly competitive and remarkably flooded market that offer free investigations into business rates on a no-win, no-fee basis. My role was to prospect and make outbound telesales calls to potential clients predominantly within the area/boroughs of London. RatesRecovery are a firm of chartered surveyors who specialise in reducing business rates for companies and institutions throughout the UK. The company are a bastion of light within a highly competitive and remarkably flooded market that offer free investigations into business rates on a no-win, no-fee basis. My role was to prospect and make outbound telesales calls to potential clients predominantly within the area/boroughs of London.

Telesales

• 2008 - 2012

Skillsbank were an Educational training provider that specialised in providing Spectator Safety qualifications to security companies within the south of England. My role was primarily based in Telesales however I also used to take an active role in the promotion and marketing of the company. Skillsbank were an Educational training provider that specialised in providing Spectator Safety qualifications to security companies within the south of England. My role was primarily based in Telesales however I also used to take an active role in the promotion and marketing of the company.

Telesales Executive

• 2006 - 2008

FEmarketing are leading providers offering advice and consultancy to further education institutions like colleges and universities, specifically tailored to website optimisation. Simon Connor, the Director and Website Analyst for the company was the countries foremost expert on college website optimisation. I was responsible for selling Website Optimisation Best Practice Reports to the education sector and was instrumental in creating the first College Website Optimisation Conference at the then 'new' Wembley Stadium. Show less