Experience

SRI Executive

• Ireland
• Business Consulting and Services
• 1 - 100 Employee

• Head of Tenders & Bids

  • Feb 2023 - Present

  United Kingdom I head up the Bid & Tenders team for SRI Executive. Founded in 1997, SRI Executive was initially conceived as an executive search firm focused solely on the Not for Profit and Life Science sector. Since then, we have evolved and developed, becoming a global consulting practice, present in 27 major international metropolitan areas and specialising in Search and Strategy. Areas of Focus: International Development, Development Finance, Global Health, Sustainability, Education, IGOs, NGOs &… Show more I head up the Bid & Tenders team for SRI Executive. Founded in 1997, SRI Executive was initially conceived as an executive search firm focused solely on the Not for Profit and Life Science sector. Since then, we have evolved and developed, becoming a global consulting practice, present in 27 major international metropolitan areas and specialising in Search and Strategy. Areas of Focus: International Development, Development Finance, Global Health, Sustainability, Education, IGOs, NGOs & DFIs. Search and Strategy. Show less



SUEZ

• France
• Environmental Services
• 700 & Above Employee

• Senior Bid Manager

  • Oct 2022 - Feb 2023

  United Kingdom



Cigna Healthcare

• Hospitals and Health Care
• 700 & Above Employee

• Bid Delivery Office Manager

  • Oct 2020 - Jul 2022

  England, United Kingdom In my role I headed up the Bid Delivery Office (BDO) team, covering renewal and new business bid activity across all the Cigna Europe & Global Segments (UKEH, GEH, IO, NGO and IGO).



Zellis

• United Kingdom
• Software Development
• 700 & Above Employee

• Bid Manager

  • Jul 2018 - Oct 2020

  Bristol, United Kingdom * The Bid Support Team manages all of the open procurement bids/RFPs/ITTs for Zellis (UK and Ireland). * In my role I directly line manage the Bid Support Team and report to the Head of Commercial Operations.



Davies

• United Kingdom
• Insurance
• 700 & Above Employee

• Head of Office, Business Development

  • Jan 2017 - Feb 2018

  Bristol, United Kingdom Role consisted of heading the office operation in Bristol across Tenders, Finance and the Insurance business. Reporting directly to the Chief Commercial Officer of The Davies Group. Prime responsibilities being: *Oversight control/production of all group bids and tenders; *Overseeing the Davies Group sales pipeline; *Overseeing the integration of new acquisitions from a Business Development/Commercial perspective; *General market research and sector analysis to enable effective… Show more Role consisted of heading the office operation in Bristol across Tenders, Finance and the Insurance business. Reporting directly to the Chief Commercial Officer of The Davies Group. Prime responsibilities being: *Oversight control/production of all group bids and tenders; *Overseeing the Davies Group sales pipeline; *Overseeing the integration of new acquisitions from a Business Development/Commercial perspective; *General market research and sector analysis to enable effective cross selling and new solutions launches. Show less



AXA

• France
• Insurance
• 700 & Above Employee

• Strategic Pursuit Manager

  • Jun 2011 - Aug 2016

  Bristol, United Kingdom The Strategic Pursuit Team has been established to identify, prioritise and target various B2B growth opportunities for AXA Wealth with the objective of securing deals which bring profitable assets onto the business. The role key responsibilities and achievements were: • Creating and managing account segmentation and pursuit plans for IFA, Bancassurance, Corporate Investment Deals and leading affinity relationships for Elevate, AXA Wealth's wrap platform. Elevate has over £11… Show more The Strategic Pursuit Team has been established to identify, prioritise and target various B2B growth opportunities for AXA Wealth with the objective of securing deals which bring profitable assets onto the business. The role key responsibilities and achievements were: • Creating and managing account segmentation and pursuit plans for IFA, Bancassurance, Corporate Investment Deals and leading affinity relationships for Elevate, AXA Wealth's wrap platform. Elevate has over £11 billion in FUM and has grown 24% in FUM terms over the past year, making it one of the fastest growing wrap platforms in the UK market; • Co-ordinating, writing and managing the responses to tenders, ITTS, RFIs and RFPs across a variety of AXA Wealth's businesses (Elevate, Specialist Products, Architas, CIS and AXA Self-Investor, the D2C business from AXA Wealth), articulating the input from AXA Wealth’s Sales, Commercial, Legal, Proposition and Marketing departments, and overseeing the partnership tender process in selected opportunities from pursuit to deal closure; • Writing strategic partnerships discussion documents and presentations; • Responsible for updating tender response processes, standard due diligence documentation, documentation templates and project management methodologies for the tender pursuit process across Elevate, Specialist Products, Architas as well as support into centralised tender management processes at AXA UK level; *Conversion rate consistently above 60% in 2011-15 and total FUM achieved via tender of £5 billion between 2011-2015. The Strategic Pursuit Team won the AXA UK Innovation Award in March 2012. Show less



Aviva Investors

• United Kingdom
• Financial Services
• 700 & Above Employee

• Senior Market Intelligence Executive (contract position)

  • Oct 2010 - Feb 2011

  London, United Kingdom The role entailed the following: • Providing the Global Business Development unit with market, client and competitor intelligence to help effectively penetrate channels and grow Aviva Investors’ third party business; • Leading high-profile strategic project work to identify opportunities for the business and make recommendations to distribution strategy (namely defined benefit pension schemes sustainability, LDI, sovereign wealth funds and Solvency II); • Market analysis on a… Show more The role entailed the following: • Providing the Global Business Development unit with market, client and competitor intelligence to help effectively penetrate channels and grow Aviva Investors’ third party business; • Leading high-profile strategic project work to identify opportunities for the business and make recommendations to distribution strategy (namely defined benefit pension schemes sustainability, LDI, sovereign wealth funds and Solvency II); • Market analysis on a regular and ad-hoc basis, to benchmark the firm and monitor growth against European, North-American, Latin American and Asian competitors; • Responsible for pinpointing new trends in the global pensions, insurance and investment sectors and recommend areas in which Aviva Investors should build its capability and identify gaps in its offering; • Sourcing (from both internal and external providers), interpretation of performance and sales data and highlighting current business effectiveness. Show less



WTW

• United Kingdom
• Financial Services
• 700 & Above Employee

• Consultant, Products Distribution Markets

  • Apr 2008 - May 2010

  London, United Kingdom The role entailed the following: •Structuring and running workstreams within large projects and running smaller projects for UK, European, Middle Eastern, American and Asian life and pension insurers, insurance associations, insurance regulators and governments; • Typical projects: future financing of pensions and organisation of social security systems across the globe; financial literacy and transparency in European social security systems; strategic analysis and market entry… Show more The role entailed the following: •Structuring and running workstreams within large projects and running smaller projects for UK, European, Middle Eastern, American and Asian life and pension insurers, insurance associations, insurance regulators and governments; • Typical projects: future financing of pensions and organisation of social security systems across the globe; financial literacy and transparency in European social security systems; strategic analysis and market entry strategy development for life and pension providers; sustainability of product and proposition design for life and pension insurers; distribution/advisory business strategy development; corporate development/M&A support; cross-border new venture development/implementation; •Management of own and broader Towers Watson network of contacts in the life and pensions area (industry providers, regulators, insurance associations, distribution networks, leading academic researchers); • Ongoing monitoring and analysis of impact of key regulatory (Solvency II, RDR), competitor, consumer, product and channel developments in the UK and European insurance markets; • Strategic analysis of the life and pensions systems in emerging markets (Latin America and China in particular): economic, financial prospects, opportunities and implications to the pensions industry; • Support and delivery of internal training sessions to the UK unit and development of intellectual capital on the financial services market for the wider firm. Show less



Forrester

• United States
• Research Services
• 700 & Above Employee

• Analyst

  • Jan 2006 - Apr 2008

  London, United Kingdom The role and key achievements were the following: • Production of detailed research reports, briefings, surveys and interviews with a focus on the retail insurance and investments sectors: product, distribution and competitive landscape; organizational processes, strategic and technological innovations adopted by European, North-American and emerging markets financial providers; • Conception, project management and delivery of consulting assignments to European insurers, banks and… Show more The role and key achievements were the following: • Production of detailed research reports, briefings, surveys and interviews with a focus on the retail insurance and investments sectors: product, distribution and competitive landscape; organizational processes, strategic and technological innovations adopted by European, North-American and emerging markets financial providers; • Conception, project management and delivery of consulting assignments to European insurers, banks and investment houses at senior executive level: insurance clients included AIG, AXA, Zurich, ALLIANZ, Prudential, AVIVA, Standard Life, Legal & General, HSBC, ING, AEGON, AGF; • Sales training, support and development of key insurance and banking accounts in the EMEA market; • Publication of articles and extracts of reports in leading international publications and pension journals such as The Wall Street Journal, Financial Times, Les Echos, The Economist, Business Week, Insurance Post, Life & Pensions, Life & Pensions Risk, Handelsblatt; • Collaboration on the recruitment, management, oversight, support and performance appraisal of a team of junior researchers and analysts in UK and Continental Europe; • Management of own and broader Forrester Research network of contacts in the life and pensions area (industry providers, regulators, insurance associations, distribution networks, academic researchers). Show less



Cable & Wireless Communications

• United States
• Telecommunications
• 700 & Above Employee

• Analyst

  • Aug 2004 - Oct 2005

  London, United Kingdom The role entailed the following: • Concept, planning and delivery of Knowledge Management Program, a financial training program across the entire UK C&W operation (topics covered: regulation, distribution, products, markets); • Production of regular research, analysis, reports and white papers on the UK/global economy, UK and international regulation (Basel II), risk, banking, investment banking and insurance sectors; • Strategic analysis and support into the development of… Show more The role entailed the following: • Concept, planning and delivery of Knowledge Management Program, a financial training program across the entire UK C&W operation (topics covered: regulation, distribution, products, markets); • Production of regular research, analysis, reports and white papers on the UK/global economy, UK and international regulation (Basel II), risk, banking, investment banking and insurance sectors; • Strategic analysis and support into the development of operating model for new business propositions to banking, insurance and investment banking accounts in the UK, USA, Caribbean and Europe; • Strategic development, analysis support and meetings (at C.E.O level) on key client accounts: Merrill Lynch, RBS, JPMorgan Chase, Citigroup, Aviva, Aviva (India), HSBC, Barclays, HBOS. Show less



Prudential UK

• United Kingdom
• Financial Services
• 700 & Above Employee

• Research and Analysis Manager, Innovation and Business Development

  • Apr 2002 - Aug 2004

  London, United Kingdom The role entailed the following/key achievements were: • Support at UK divisional and Executive level in the establishment and implementation of the medium and long-term business strategy (Prudential UK 2003-2007); • Research, analysis and structuring of new business, product and channel strategy by interfacing with Prudential’s Distribution Channels, Partnerships, Marketing, Finance, Compliance, Legal, M&G, PPM departments and the Asian and North-American Prudential businesses;… Show more The role entailed the following/key achievements were: • Support at UK divisional and Executive level in the establishment and implementation of the medium and long-term business strategy (Prudential UK 2003-2007); • Research, analysis and structuring of new business, product and channel strategy by interfacing with Prudential’s Distribution Channels, Partnerships, Marketing, Finance, Compliance, Legal, M&G, PPM departments and the Asian and North-American Prudential businesses; • Collaboration in the definition and redesign of Prudential's UK Target Operating Model, Business Operating Model and Organisational Design; • Research and analysis of UK/global insurance and investments markets (competitors, consumers, distribution, strategy and innovation) in support of business strategy of senior value managers; • Development of new business propositions: with-profits and annuities, wraps, worksite marketing, health insurance and support to the Partnerships team in new alliances and acquisitions. Show less



Vanguard

• United States
• Financial Services
• 700 & Above Employee

• Investment Analyst

  • 2001 - 2002

  Greater Philadelphia Area, United States of America The role entailed the following: • Preparation, writing and delivery of RFPs and investment presentations for European and North-American institutional clients (involving coordination of the entire RFP process by interfacing with Portfolio Managers, Institutional Advisors, Marketing, Administration, Tax and Legal departments); • Continuing analysis of fund performance and manager style positioning of both equity and fixed-income US and international funds: benchmarking, strategy… Show more The role entailed the following: • Preparation, writing and delivery of RFPs and investment presentations for European and North-American institutional clients (involving coordination of the entire RFP process by interfacing with Portfolio Managers, Institutional Advisors, Marketing, Administration, Tax and Legal departments); • Continuing analysis of fund performance and manager style positioning of both equity and fixed-income US and international funds: benchmarking, strategy analysis, fund fit with portfolio, tactical opportunities for new/existing products, macro and micro economic environment analysis; • Support and preparation of Executive presentations and briefings at CEO and Executive namely in the development of The Vanguard Group's medium and long-term business strategy for its European operations. Show less



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Associate (Internship)

  • Sep 2000 - Dec 2000

  Greater Boston Area, United States of America The role entailed the following: • Stock and mutual fund research (equity and fixed income), economic and competitor research; • Development of new relationships with high income and institutional clients and support to the Marketing, Investor Relations, Portfolio Management and Research departments.



Datamonitor

• Analyst, Financial Services Europe

  • Mar 1997 - Jul 1999

  London, United Kingdom The role entailed the following/key achievements: • Strategic research, analysis and consultancy projects on the UK and European financial services market (key areas of coverage: market entry, strategy development, business modelling and best practice analysis); • Analysis and assessment of economic, financial, political, competitive and market prospects in the European and Latin American insurance and banking sectors; • Management of selective consultancy projects with on field… Show more The role entailed the following/key achievements: • Strategic research, analysis and consultancy projects on the UK and European financial services market (key areas of coverage: market entry, strategy development, business modelling and best practice analysis); • Analysis and assessment of economic, financial, political, competitive and market prospects in the European and Latin American insurance and banking sectors; • Management of selective consultancy projects with on field research and presentation work across Latin America and Central and Eastern Europe; • Interview leading European and Latin American financial services industry executives and production of strategic market reports for senior executive readership (particular focus on market entry and distribution strategies); • Research quoted and or published on a wide range of trade press - Financial Times, The Wall Street Journal, Les Echoes, Handlesblatt, Reuters and Bloomberg. Show less