Experience

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  Fulcrum Care Limited

  • Commercial Director

    • Apr 2024 - May 2024

• 

  HSBC

  • Associate Director, Healthcare

    • Jul 2017 - Oct 2023

    HSBC have a number of specialised sectors to deliver dedicated resources and coverage to provide a deeper and broader understanding to HSBC UK customers business and industry.I worked alongside the Head of Healthcare for HSBC UK and together we developed and managed HSBC UK Healthcare proposition across the UK.We were responsible for devising sector strategies, thought leadership and market insight across Commercial Banking, providing support to local Relationship Directors to share our sector experience and insight.

  • Associate Director, Retail & Leisure (STA)

    • Mar 2017 - Jun 2017

    Short-Term Assignment (STA) working in the Corporate Banking Sector Specialist team. During this STA I worked alongside the Head of Retail and Leisure to manage HSBC's retail and leisure proposition across the UK.

  • Corporate Analyst

    • Jul 2013 - Feb 2017

    - Managed a portfolio of clients alongside the Relationship Director, by enhancing existing relationships while securing new business.- Financial and non-financial analysis of Corporate transactions (Companies with annual revenues of >£6.5m) in the Middle Market segment.- Supported Relationship Director at client meetings, drafting credit applications/renewal papers to a high quality, and coordinating the application process, security and product/solution process.- Undertook the appropriate analysis of client’s management information.- Prepared pitch books and other prospecting support in the business development process.

  • Mortgage and Protection Manager

    • Jan 2011 - Jun 2013

    - Delivered the customers needs for Mortgage, Protection and General Insurance Products. Helping customers achieve a mortgage package that was fully tailored to their individual needs and identified and met customers wider protections needs.- Coached and developed skills of team members in the Mortgage arena.- Proactively developed and strengthened customer relationships and, in doing so, generated new business responsibly.- Gained thorough understanding of financial analysis, credit and risk management.- Adhered to regulations and demonstrated competency was maintained at all times.

  • Various Retail Banking roles

    • Jan 2007 - Jan 2011