After leading multiple client experience (CX) transformations for large and medium-sized firms, I established Accomplish to translate CX into a tangible and measurable discipline for the asset management industry. Between 2018 and 2021, it was my great privilege to chair the global Asset Management CX Forum. This was an industry-wide innovation initiative that performed the R&D needed to identify a suitable, feasible, and appropriate solution. The result was the Client Behavior Benchmark that lets asset managers discover, in time and money, where their pre- and post-sales experience has out and underperformed at engaging clients. My priorities now are to manage the Benchmark and promote the benefits of outperforming CX.

Designed an international expansion strategy across 21 markets in the Americas, EMEA and the Asia / Pacific region.

Implemented a DC client experience, and led the expansion from 2 to 5 countries in EMEA.

BlackRock - managed EMEA-wide client experience integration of BGI, model adopted globallyJPMorgan Asset Management • Client experience for new-start UK Defined Contributions investment business • Transformation of US mid-tier institutional client experience. • Pan-European RDR programme managerSantander Global Corporate Bank (UK) - MiFID II programme directorLloyds Banking Group's Insurance Division - finance transformation programme Thomas Miller insurance - managed a programme to develop a new business, including the acquisition and integration of a seed company

• Defined a successful turn-around strategy• Designed and implemented pan-European business strategy• Led post-acquisition integration• Head of Middle Office - built Middle Office and led investment operations outsourcing project• Head of Compliance, Operational Risk, and Information Security Coordination.

• Senior tutor on PwC's pan-European project management course• Consultant change manager to major financial services clients

• Enjoyed a number of challenging roles, including a secondment to the UK government's Foreign Office• Awarded Sword of Honour