Experience

Isla-Alexander Property
• Partner

  • Mar 2023 - Present

Hodges Development & Design
• United Kingdom
• Real Estate
• Director

  • Mar 2017 - Present


Northern Trust

• Business Consulting and Services
• 1 - 100 Employee

• Vice President - Client Service Delivery Manager

  • Jun 2011 - Feb 2017

  Client Service Delivery Manager for franchise GFS Clients. Working as part of the Client Relationship Team, responsible for all aspects of service delivery spanning Transfer Agency, Fund Accounting, Custody and Investment Banking. Client Service Delivery Manager for franchise GFS Clients. Working as part of the Client Relationship Team, responsible for all aspects of service delivery spanning Transfer Agency, Fund Accounting, Custody and Investment Banking.



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Service Delivery Manager

  • 2008 - 2011

  Service Delivery Manager for two of the Bank's high profile and most diverse clients. The role reported into Outsourcing Operations, however the scope of the role covered fund administration, custody and investment banking. Service Delivery Manager for two of the Bank's high profile and most diverse clients. The role reported into Outsourcing Operations, however the scope of the role covered fund administration, custody and investment banking.



UBS AG Wealth Management

• Director, Head of Customer Support

  • 2005 - 2008

  Joined UBS to set up a customer support group for the wealth management front office. The role was introduced in order to provide an efficient client service interface between the wealth management operations and the client advisors/private wealth clients. Joined UBS to set up a customer support group for the wealth management front office. The role was introduced in order to provide an efficient client service interface between the wealth management operations and the client advisors/private wealth clients.



Citi

• Mexico
• IT Services and IT Consulting
• 100 - 200 Employee

• Assistant Vice President - Sales & A/c Management

  • 1997 - 2005

  2004 to 2005 - Relationship Associate, Global Relationship Bank managing client relationships within the Power, Energy and Chemicals industry. 2002 to 2004 - Service Quality Manager, Global Securities Services. 1997 to 2002 - Sales & Account Manager, Global Securities Services. 2004 to 2005 - Relationship Associate, Global Relationship Bank managing client relationships within the Power, Energy and Chemicals industry. 2002 to 2004 - Service Quality Manager, Global Securities Services. 1997 to 2002 - Sales & Account Manager, Global Securities Services.



Chase Manhattan Bank

• 1 - 100 Employee

• Client Service Manager

  • 1987 - 1997

  Client Service Manager for a variety of Global Custody funds clients. I originally joined Chemical Bank which housed its securities services back office in Cardiff and during my career there, came through two mergers - Manufacturers Hanover Trust, and later Chase Manhattan Bank in 1996 at which point I moved to London. Client Service Manager for a variety of Global Custody funds clients. I originally joined Chemical Bank which housed its securities services back office in Cardiff and during my career there, came through two mergers - Manufacturers Hanover Trust, and later Chase Manhattan Bank in 1996 at which point I moved to London.