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Lee Davis is listed as Senior Change Management Professional | Problem Solver | Consultant | Client First | Wealth Industry Expert | Experienced Leader | Mentor at Common Sense Implementations Ltd, based in Chelmsford, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Lee Davis.
Lee Davis previously worked as Founder And Director at Common Sense Implementations Ltd and Member at Masters Of One. Lee Davis holds Bsc, Economics, 2:1 from University Of Essex.
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Lee is a senior change management professional within Finance, offering a high quality, professional service with a unique and broad knowledge base, built up over 20+ years. Having worked across multiple financial sectors, products and departments, both buy and sell side, Lee is able to develop efficient and effective solutions to change and integration issues. Lee has worked with a number of C-Level clients over the last 15 years aiding strategy development, process and technology implementations, managing multiple company integrations, involving billions of AUM and managing operational and delivery teams.I currently hold the Prince2 Practitioner and 6sigma Green Belt certificates, plus a qualification in Operational Risk.
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London, United Kingdom
Consulting business focussed on providing common sense, hand-on solutions in programme, project and integration management within the Wealth Management industry. With over 20 years experience across multiple products and sectors, offering a very professional and dedicated service.Projects under management include:*Program management of a large client.
Member of a new type of Finance Industry Consultancy, collaborating with like minded subject matter experts to deliver tailored solutions to clients
London, England, United Kingdom
Responsible for managing the Integration process for all of IWP Acquisitions. Responsible for the creation of the IWP standardised integration framework, working with company CEO’s/COO’s to ensure the safe and efficient transition into the IWP Group with no detriment to end clients. Also responsible for managing the programme of group wide projects, which.
London, England
Senior Project Manager within the FNZ Wealth team, managing the implementation of two pilot clients onto the new FNZ Wealth Management product.
Manage the Business Oversight Team and report into COOProject managed new fund launches and registrations in multiple jurisdictions Company Operational Risk Manager - created, implemented and maintained a new operational risk frameworkVendor Relationship Manager - including analysis and procurement of new 3rd party servicesBCP Co-ordinator
Chelmsford, United Kingdom
Implemented and managed a new client on-boarding process (£4bn over the last 12 months)Project managed client asset migrations working with internal and external stakeholdersManager of AAF Type 2 accredited Institutional Operational Risk frameworkCo-ordinated AAF audits with external auditor and owned any follow-up actions through to completionSupported.
Chelmsford, United Kingdom
Succesfully project managed the improvement of service of the asset migration process, managing a 6 person operations team with remit to significantly improve service levels to clients and reduce errors within 1 yearAnalysed, instigated and implemented process improvements for efficiency and risk/control purposesWorked with clients on identifying remedial.
London, United Kingdom
Project Manager for Corporate Action re-engineering process sponsored by Global Head of Corporate Actions.Remedial project work after initial implementation by another project team failedSignificant headcount and cost reduction, plus increased service levels, through successful project delivery
London, United Kingdom
Complete re-engineering of the Equity swaps trade life cycleImplementation of a trade entry and middle office system and integration with company back-office systemCreated significant efficiencies for the London Swaps dealing team and increased trade capacityGlobal coverage, large budget
London, United Kingdom
Activities and Societies: Member of school cricket team 4 A-Levels A-C (Economics - A, General Studies - A, Geography - B, Classical.
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Lee Davis works for Common Sense Implementations Ltd.
Lee Davis is listed as Senior Change Management Professional | Problem Solver | Consultant | Client First | Wealth Industry Expert | Experienced Leader | Mentor at Common Sense Implementations Ltd.
Lee Davis is based in Chelmsford, England, United Kingdom while working with Common Sense Implementations Ltd.
Lee Davis has worked for Common Sense Implementations Ltd, Masters Of One, Titan Wealth Holdings, Iwp Uk, and Fnz.
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Lee Davis holds Bsc, Economics, 2:1 from University Of Essex.
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