An engaging, insightful and highly effective Finance Professional with business acumen and exceptional skills in building client relationships. Roles have included the remit for client retention, relationship expansion, and existing portfolio management. A confident decision maker with an entrepreneurial approach gained from many years within Financial Services and managing own consultancy portfolio.PROFESSIONAL SKILLS & ATTRIBUTESSales & Marketing: Successful in building credible and collaborative relationships with colleaguesin complimentary business functions.Leadership: Leads by example, recognising that leadership underpins the culture of an organisation and how it is seen internally, by outsiders, both customers and stakeholders.Communication: Articulate and brings gravitas and adaptability to all aspects of communication. A valued and respected speaker in trade events and conferences. Expertise in simplifying complexity for variable audiences and influential at board level. Creates energy in discussion.Diligence & Detail:Approaches professional work with a high degree of diligence and has strengths in planning and organising with meticulous detail.Critical Thinking and Sound Judgement: Skilled in objective reasoning and uses good judgement to form conclusions. Unbiased and encourages others to be open minded and receptive to feedback.Relational: Builds trustful and respectful relationships throughout an organisation.Integrity: Value driven and comfortable challenging others when strategy and action are not aligned with stated values.Governance: Recognises that governance is about authority, decision making and accountability and is experienced in all three areas. Appointed to Fixed Income Investment and Asset Allocation Committees in Threadneedle Management Services Ltd.