Experience

Sanlam Investments UK

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Head of UK Wholesale Distribution

  • Jan 2021 - Present

• Sales Director

  • Nov 2015 - Dec 2020



Nordea Global Fund Distribution

• Head of UK Discretionary Sales

  • Sep 2013 - Oct 2015



Legal & General

• United Kingdom
• Financial Services
• 700 & Above Employee

• Senior Investment Sales Manager

  • Apr 2012 - Sep 2013



Gemini Investment Management

• Investment Sales Director

  • Nov 2011 - Apr 2012



LV Asset Management

• Investment Sales Director

  • Nov 2010 - Nov 2011

  Selling pooled funds to London clients, including Asset Managers, Multi Managers, Discretionary Fund Managers, Private Client Advisers and Independent Financial Advisers Selling pooled funds to London clients, including Asset Managers, Multi Managers, Discretionary Fund Managers, Private Client Advisers and Independent Financial Advisers



SVM Asset Management

• United Kingdom
• Investment Management
• 1 - 100 Employee

• Investment Sales Manager

  • Jul 2006 - Oct 2010

  Selling pooled funds to London and South East clients, including Asset Managers, Multi Managers, Discretionary Fund Managers, Private Client Advisers and Independent Financial Advisers. Developed long term and in depth relationships with wide client base. Selling pooled funds to London and South East clients, including Asset Managers, Multi Managers, Discretionary Fund Managers, Private Client Advisers and Independent Financial Advisers. Developed long term and in depth relationships with wide client base.



Jupiter Asset Management

• United Kingdom
• Investment Management
• 700 & Above Employee

• Sales Consultant

  • 2003 - 2006

  Selling pooled funds to London, South East and Channel Island clients, including Asset Managers, Multi Managers, Discretionary Fund Managers and Independent Financial Advisers. Selling pooled funds to London, South East and Channel Island clients, including Asset Managers, Multi Managers, Discretionary Fund Managers and Independent Financial Advisers.



Insight Investment

• United Kingdom
• Investment Management
• 700 & Above Employee

• Head of Management Information, Sales and Marketing

  • 2002 - 2003

  Responsible for all Management Information within the Retail and Institutional business to facilitate strategic and tactical marketing, sales, and service plans and activities. Responsible for all Management Information within the Retail and Institutional business to facilitate strategic and tactical marketing, sales, and service plans and activities.



JP Morgan

• United States
• Radio and Television Broadcasting

• Analyst - Sales and Marketing

  • 1999 - 2002

  Designed, project managed and implemented a variety of databases and systems, aiding sales and marketing in their acquisition and retention of business, profitability of clients and future strategic planning. Applied a variety of project management methodologies and techniques to all aspects of work, such as 6 sigma. Designed, project managed and implemented a variety of databases and systems, aiding sales and marketing in their acquisition and retention of business, profitability of clients and future strategic planning. Applied a variety of project management methodologies and techniques to all aspects of work, such as 6 sigma.