Financial Planning Strategist

• Nov 2021 - Present

Financial Planner

• 2018 - Feb 2022

Head of Market Management / Regional Strategic Projects Manager

• Sep 2014 - 2017

• Selected to grow the geographical footprint in the GCC, including setting up a new office and expanding the product offering (2014-2015). Assumed role of Head of Market in 07/2015, where currently manage commercial activities, to include oversight of marketing and sales strategies. Services to internal clients include: • Underwriting: Act as Head of Underwriting, underwriting large and complex insurance submissions (new, renewal) and negotiating policy terms with clients and brokers; oversee underwriting quality including guidelines, delegation of authorities, compliance; underwrite referrals and interfacing; review transactions for key targeted trade credit brokers/markets/industries; build credit insurance business and speciality lines • Market Management: Establish and drive market vision and growth strategy; build the TCI market in the GCC, mainly Saudi Arabia and Qatar; P&L and budget including loss ratio with input on reinsurance; maintain and service existing book of TCI business • Product Management: Manage new product launches, to include market assessment, product roll-out planning, regulatory relations and stakeholder management • Business Intelligence: Review information and credit information on companies • Risk Management: Quantify and manage financial risk • Marketing: Market and sell to brokers and insureds to increase submission flow; manage the EHGCC website and LinkedIn page; participate in events and panel discussions; oversee internal and external communications • Relationship Building: Develop relationships with brokers and clients to grow the underwriter’s book of trade credit business; thought leadership including promotion of the community of practice and external industry conferences and events; work closely with Europe-based team who have global responsibility for product and responsibility over the whole European operations Show less

Product Roll-Out Manager

• 2012 - 2014

• Acted as Global Representative of the Commercial Dept at the Group Head Office / Holding Company • Carried out project reviews, tracking progress • Acted as Global Representative of the Commercial Dept at the Group Head Office / Holding Company • Carried out project reviews, tracking progress

Account Manager then Commercial Director, GCC Countries

• 2008 - 2012

• Managed the commercial operations in the UAE, Saudi Arabia, Qatar, Bahrain, Oman, Kuwait, and supervised 6 direct reports, including Commercial Executives, Key Account Managers and Underwriters • Managed a commercial portfolio of key financial product (TCI) • Managed the commercial operations in the UAE, Saudi Arabia, Qatar, Bahrain, Oman, Kuwait, and supervised 6 direct reports, including Commercial Executives, Key Account Managers and Underwriters • Managed a commercial portfolio of key financial product (TCI)

Sales/Operations Executive

• 2004 - May 2008