Tracy Moore
Energy Services Delivery Manager at TEAM (Energy Auditing Agency Ltd.)- Claim this Profile
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Bio
Andrew Jackson
I worked with Tracey on a programme to closedown The Share Centre following the acquisition by ii. Tracey was the TSC lead for the legacy Data Migration workstream and over a 12 month period was responsible for management of data requirements through to migration to ii. Combining her business knowledge and delivery focus with strong personal attributes including attention to detail, tenacity and collaborative nature then Tracey deserves a significant amount of credit for ensuring that the delivery of every legacy data requirement was successfully delivered on time.
Gavin Oldham
I had to select just one of these positions at The Share Centre, but this applies to all five! Tracy has been a key person at the company from the early '90s right up to its merger into ii. She is eminently reliable and very professional in her approach, reflecting our company value of respect for others at all times. Her management skills guided our customer service through many challenging times, and her sense of humour was always warmly welcome. I have no hesitation in recommending Tracy, and much appreciate the all the years that we've worked together.
Andrew Jackson
I worked with Tracey on a programme to closedown The Share Centre following the acquisition by ii. Tracey was the TSC lead for the legacy Data Migration workstream and over a 12 month period was responsible for management of data requirements through to migration to ii. Combining her business knowledge and delivery focus with strong personal attributes including attention to detail, tenacity and collaborative nature then Tracey deserves a significant amount of credit for ensuring that the delivery of every legacy data requirement was successfully delivered on time.
Gavin Oldham
I had to select just one of these positions at The Share Centre, but this applies to all five! Tracy has been a key person at the company from the early '90s right up to its merger into ii. She is eminently reliable and very professional in her approach, reflecting our company value of respect for others at all times. Her management skills guided our customer service through many challenging times, and her sense of humour was always warmly welcome. I have no hesitation in recommending Tracy, and much appreciate the all the years that we've worked together.
Andrew Jackson
I worked with Tracey on a programme to closedown The Share Centre following the acquisition by ii. Tracey was the TSC lead for the legacy Data Migration workstream and over a 12 month period was responsible for management of data requirements through to migration to ii. Combining her business knowledge and delivery focus with strong personal attributes including attention to detail, tenacity and collaborative nature then Tracey deserves a significant amount of credit for ensuring that the delivery of every legacy data requirement was successfully delivered on time.
Gavin Oldham
I had to select just one of these positions at The Share Centre, but this applies to all five! Tracy has been a key person at the company from the early '90s right up to its merger into ii. She is eminently reliable and very professional in her approach, reflecting our company value of respect for others at all times. Her management skills guided our customer service through many challenging times, and her sense of humour was always warmly welcome. I have no hesitation in recommending Tracy, and much appreciate the all the years that we've worked together.
Andrew Jackson
I worked with Tracey on a programme to closedown The Share Centre following the acquisition by ii. Tracey was the TSC lead for the legacy Data Migration workstream and over a 12 month period was responsible for management of data requirements through to migration to ii. Combining her business knowledge and delivery focus with strong personal attributes including attention to detail, tenacity and collaborative nature then Tracey deserves a significant amount of credit for ensuring that the delivery of every legacy data requirement was successfully delivered on time.
Gavin Oldham
I had to select just one of these positions at The Share Centre, but this applies to all five! Tracy has been a key person at the company from the early '90s right up to its merger into ii. She is eminently reliable and very professional in her approach, reflecting our company value of respect for others at all times. Her management skills guided our customer service through many challenging times, and her sense of humour was always warmly welcome. I have no hesitation in recommending Tracy, and much appreciate the all the years that we've worked together.
Experience
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TEAM (Energy Auditing Agency Ltd.)
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United Kingdom
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Utilities
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1 - 100 Employee
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Energy Services Delivery Manager
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May 2022 - Present
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The Share Centre
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United Kingdom
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Financial Services
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1 - 100 Employee
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Head of Business Continuity & Consultancy
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Feb 2018 - May 2022
• responsible in its widest context for Business Continuity and Disaster Recovery, including incident response management• provide consultancy to the wider business on significant change projects• support partnership opportunities by providing or contributing to proposals, gap analyses, demonstrations, due diligence questionnaires and conversion of the functional business requirements into a technical specificationSince early 2020, I have been working as a Project Manager and member of the Programme Board for the integration of The Share Centre (TSC) into the interactive investor (ii) Group. I’ve been primarily focussing on service differences and data requirements to ensure ii Group can continue their legal, regulatory and operation obligations once TSC closes down later on in 2022.
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Head of Customer Service
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Dec 2006 - Jan 2018
• Responsible for effective management, training & development of the customer facing teams including Reception, Contact, Administration, Estates Administration and Transfer, Resolutions and Post teams, including all office supplies. • Ensured the company maintained compliance for HMRC related products• Relationship management of our corporate partners sharedealing accounts. Ensured service levels where met, developed services, provided regular MI and completed regular service audits• responsible for operational readiness for all business change projects, including but not limited to, bulk account migrations, IPOs, new product & functionality launches and process improvements
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Project Specialist
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Sep 2002 - Dec 2006
Acted as both Project Manager and Business Analyst to deliver various projects, including new products (Child Trust Funds), process improvements, and service development for our corporate partners.Relationship Manager for B2B services for small shareholders – dealing facility and re-uniting customer with lost assets. This included the whole rbeadt fo the service, from development, managing the service and providing regular MI
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Portfolio Control Manager
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Jun 1995 - Sep 2002
Responsible for managing back office departments including Corporate Actions, Settlements, Dividends & Transfer teams. Ensured the company maintained compliance for HMRC related products, including Personal Equity Plans (PEPs), Individual Savings Accounts (ISAs) and Share Incentive Plans (SIP)
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The Share Centre
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United Kingdom
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Financial Services
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1 - 100 Employee
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Accounts Assistant
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Jun 1993 - Jun 1994
Processed customer settlement and undertook daily and month-end client cash reconciliations Processed customer settlement and undertook daily and month-end client cash reconciliations
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Community
