Experience

Provide Community

• United Kingdom
• Hospitals and Health Care
• 1 - 100 Employee

• Non Executive Director

  • Dec 2022 - Present

  Board member and Chair of the Finance and Investment Committee. Bringing oversight and governance as well as experience of business growth and development, commercial skills, digital background and the launch of new solutions to market. Board member and Chair of the Finance and Investment Committee. Bringing oversight and governance as well as experience of business growth and development, commercial skills, digital background and the launch of new solutions to market.



Aviva

• United Kingdom
• Financial Services
• 700 & Above Employee

• Future Innovation and Digital Director

  • Jan 2020 - Nov 2021

  Accountable for defining and delivering the 3-5 year future solutions and digital strategy for the UK Savings and Retirement Business. Designing and developing a compelling customer focused retirement proposition to meet the needs of individuals, corporate and intermediaries, and leading digital strategic development. Providing leadership and oversight to key strategic investments and exploring new opportunities partnering with external organisations or working with Start-up's. Leading a large team of c160 proposition, digital and programme resources across a number of UK locations, with a change budget of c£55m. Show less

• Customer Engagement and Retention Programme Sponsor

  • Jun 2018 - Jan 2020

  Enhancing customer engagement, customer journeys and developing retirement proposition through all of its phases. Leading a UK wide programme focused on Pensions, savings and investments, across our retirement business and platform businesses, with a programme team of c70 people. Ownership of programme budget, commercials, and customer centric and financial targets.

• Platform Director and Head of Investment Proposition

  • May 2014 - May 2018

  CF1 for the Aviva Wrap and Aviva Pension Trustee businesses, with accountability for Product governance and development for the advised and consumer platform encompassing the SIPP, ISA and GIA, and fund governance across the corporate pension platform. As owner of the investment proposition I was responsible for investment governance and also the development of new investment solutions. I also owned the internal and external fund management relationships including fee negotiations, and had accountability for all technical fund documentation. I led a team of c55 people, based in multiple locations.I also had accountability for the delivery of MiFID II. Show less

• Director Aviva Investors UK Funds & Head of Fund Development

  • Apr 2009 - Apr 2014

  Director and CF1 for the AIUK Funds business and also Head of Fund Development for Aviva UK Life. Managing a team of 40 people with overall responsibility for UK Fund development for Aviva UK Life, including product development and management for the UK OEIC's and Unit Trusts, and the unit linked Life and Pension Fund range. I sit on the Board for the UK Funds business and the ISA company. Additionally, responsible for the external fund management relationships for the Wrap platform.



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Executive Director (Product)

  • Nov 2004 - Apr 2009

  Whilst with JPM worked in the Global Product team within WSS supporting JPM clients in the development of their on-shore and off-shore products as well as pitching for new clients. Prior to being appointed as an Executive Director I headed up a team of Project Managers and Technical Business Analysts. Whilst with JPM worked in the Global Product team within WSS supporting JPM clients in the development of their on-shore and off-shore products as well as pitching for new clients. Prior to being appointed as an Executive Director I headed up a team of Project Managers and Technical Business Analysts.



Morley Fund Management

• Investment Management
• 1 - 100 Employee

• Head of Operational Change

  • 1998 - 2004

  As Head of Operational Change I led a team of Project Managers delivering projects such as the on-shoring of the Hibernian Investment Management assets. Prior to that I was a Senior Project Manager working on the merger of CGU Investment Management and NU Investment Management, and CU Investment Management and GA Investment Management. As Head of Operational Change I led a team of Project Managers delivering projects such as the on-shoring of the Hibernian Investment Management assets. Prior to that I was a Senior Project Manager working on the merger of CGU Investment Management and NU Investment Management, and CU Investment Management and GA Investment Management.



CU Europe

• London and European Locations

• European Finance Manager

  • Feb 1997 - Feb 1998

  In my role as European Finance Manager I had responsibility for financial management, planning and reporting for 4 European territories - Spain, Portugal, Switzerland and Germany. I spent a large proportion of my time in the locations I had responsibility for so became familiar with the local working practices and culture. I also took on additional responsibility for the businesses located in Italy, Greece and Belgium following the departure of a colleague In my role as European Finance Manager I had responsibility for financial management, planning and reporting for 4 European territories - Spain, Portugal, Switzerland and Germany. I spent a large proportion of my time in the locations I had responsibility for so became familiar with the local working practices and culture. I also took on additional responsibility for the businesses located in Italy, Greece and Belgium following the departure of a colleague



ConocoPhillips

• United States
• Oil and Gas
• 700 & Above Employee

• European Treasury Analyst

  • 1993 - Feb 1997

  I received training on aspects of treasury including trading, placing deposits and swaptions, cash management and processing deal tickets. I was then assigned to a project implementing a cross border pooling system which entailed travelling to the various European Locations to train the local teams and implement the new processes and systems. I received training on aspects of treasury including trading, placing deposits and swaptions, cash management and processing deal tickets. I was then assigned to a project implementing a cross border pooling system which entailed travelling to the various European Locations to train the local teams and implement the new processes and systems.



DuPont

• United States
• Manufacturing
• 700 & Above Employee

• Business Analyst

  • 1990 - 1993



Wagstaffs Chartered Accountants

• United Kingdom
• Accounting
• 1 - 100 Employee

• Trainee Accountant

  • 1988 - 1990