Rebecca Morgan
Relationship Manager at Proxymity- Claim this Profile
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Bio
Experience
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Proxymity
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United Kingdom
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Financial Services
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100 - 200 Employee
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Relationship Manager
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Apr 2021 - Present
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Director Diversity
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Jan 2005 - Present
WM Consultants (previously 360 Consulting) is a specialist provider of Diversity, Finance and Business skills training. We work closely with our clients to tailor unique solutions and deliver specific training programmes to implement change within their businesses. We are passionate about Diversity and have developed a number of exciting new programmes for 2012. Our Diversity training is delivered using various exciting techniques. We have developed and run Diversity training programmes for Director level to new graduates starters. We offer our clients a superior level of service and strive to develop long term relationships. We have been working with a number of our clients continuously over the last 9 years and have grown together and now provide a seamless solution to their training needs. We are experienced at serving a diverse client base from growing investment firms, law firms, insurance companies, accounting and consulting organisations and global investment banks. I am responsible for new business and continuing business development within our existing clients. Specialties: Specialist in providing dynamic and thought provoking Diversity Training using professional actors and legal facilitators. The aim of the training is to raise employee awareness of the consequences of their behaviour in the workplace
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Link Group (LNK)
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Australia
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Financial Services
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700 & Above Employee
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Executive Projects
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Jan 2014 - Apr 2021
My role is to run a variety of High Profile (often high value and/or high impact) Projects., ensuring that all projects identified at Executive level are carried out on a timely and costly manner. I work closely with the Board and our Management Committee to make sure that the scope and direction of each project is on schedule.
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Relationship Manager
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Dec 2012 - Jan 2014
Capita Asset Services is one of the largest service registrars in the UK with around 1400 client companies ranging from FTSE 100 to unlisted companies. From administration and shareholder communications, to in depth investor analysis and corporate action advisory services, our wide range of registration services caters for companies of all sizes, across all industries and jurisdictions. We are experts in management and administration giving you peace of mind that we’ll look after you, your registers, shareholders and employees.My role is to develop and maintain good business relationships with my client portfolio. I attend regular review meetings and work with the client to identify potential areas that Capita could provide a solution to an internal business need.
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FTC Kaplan
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Professional Training and Coaching
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1 - 100 Employee
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Business Development Manager
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Jan 2002 - Jan 2005
Oversea the client services team for the City exam division of FTC, retain existing clients and to develop relationships with new clients. Dealt with CFA, IMC, FSA and IAQ as well as bespoke financial training programmes. Oversea the client services team for the City exam division of FTC, retain existing clients and to develop relationships with new clients. Dealt with CFA, IMC, FSA and IAQ as well as bespoke financial training programmes.
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Sales Managers
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Aug 1999 - Dec 2001
Start up IT recruitment company dealing in both contract and permanent placements competing in the NSW and Canberra markets. Start up IT recruitment company dealing in both contract and permanent placements competing in the NSW and Canberra markets.
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Team Leader
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Aug 1998 - Sep 1999
Recruitment company specailising in ERP contract and permanent placements. Bought on to start up Lotus Notes and Microsoft desk working with 3 consultants and one resourcer. Recruitment company specailising in ERP contract and permanent placements. Bought on to start up Lotus Notes and Microsoft desk working with 3 consultants and one resourcer.
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Education
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Langley Park School for Girls