Experience

Lloyds Bank International

• Jersey
• Financial Services
• 100 - 200 Employee

• Operational Risk Manager

  • Oct 2022 - Present



Lloyds Bank

• United Kingdom
• Banking
• 700 & Above Employee

• Business Support Manager

  • Apr 2021 - Oct 2022

  Supporting the Islands business with their internal governance needs to include executive and risk Committees, Risk Management and Quality Assurance. Supporting the Islands business with their internal governance needs to include executive and risk Committees, Risk Management and Quality Assurance.



Lloyds Banking Group

• United Kingdom
• Financial Services
• 700 & Above Employee

• Senior Manager, Islands Secretariat

  • Nov 2013 - Apr 2021

  Islands Secretariat provides secretarial and governance services to the Islands business with oversight across the overseas entities. I have ultimate responsibility of the team with personal responsibilities over regulated banks, executive management committees and subsidiary entities. Key responsibilities include: • ensure that the governance framework for the offshore business is fit for purpose • act as secretary to Group companies and other senior level boards • act as a source of professional expertise providing professional advice as a trusted advisor to stakeholders and assist with the development of policy and procedures • advise on company secretariat and corporate issues, including on the aspects of the constitution and administration of companies and directors’ duties. • provide advice and guidance to business areas on Corporate Governance or Legal Risk Management using the relevant risk management policy framework Show less



State Street

• United States
• Financial Services
• 700 & Above Employee

• • May 2013 - Nov 2013

  Managing a multi-functional team, comprised of three separate teams consisting of Company Secretariat, Investor Services and Payments teams, Line management of the mangers of each team and over all responsibilities of 20 underlying team members. Responsibilities include: • Establishing processes, procedures and controls for all operational areas.• Assessing the effectiveness of controls and change needs across the Shared Services• Development and maintenance of KPIs and resource planning.• Recruitment, Requisition Management, Performance Planning.• Change Management: separation of one team into two functions: Investor Services and Payments.• Review of systems and technologies. Show less

• • Jun 2012 - Jul 2013

  My role was to establish, develop and grow the Company Secretariat unit as part of Alternative Investment Solutions offering a first class corporate governance package in the Private Equity, Real Estate and Corporate markets and to manage a team of 8 members, My focus was on the standardisation of processes, productivity and capacity ensuring that clients are dealt with in a highly efficient and effective manner, thereby increasing profitability. Responsibilities include:• Creation of a full suite of reference documents including templates, guidance notes and process flows• Establishing methods to and tracking of work and adherence to the statues• Responsibility for the comprehensive board meeting services including complex structure minute taking for key clients, their Management Companies and advisory committees.• Development and maintenance of KPIs and resource planning.• Internship Programme 2012-2013. Responsibilities of the team:• Full meeting services including notices, board packs preparation, minute drafting and review.• Board/AGM/EGM meeting attendance• Static Data and register maintenance: board, debt and equity registers.• RCS publications, announcements, CSSF liaison. Show less

• • May 2008 - Jun 2012

  Corporate Services environment of State Street Alternative Investment Solutions, Jersey providing administrative services to a varied portfolio of corporate structures and trusts. Full Line Management responsibilities. Three month secondment to the Luxembourg Office as part of a Business Transformation team in August 2011 implementing and managing a new model and creating and rolling out new policy and procedures.



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• Manager

  • Jul 2001 - May 2008

  Servicing a portfolio of companies and trusts in the Capital Markets environment. Servicing a portfolio of companies and trusts in the Capital Markets environment.