Dee Wallace Email & Phone Number

Implementing new technologies into store network across UK and Europe

Managing the implementation plans to transfer all Lloyds’ OEICs and life and pension funds to the State Street platforms on a phased basis and putting in place an interim operating model for both parties until the final transfer is complete. Involves requirements gathering, MSP plan creation and management, business readiness planning.

Project manager and business analyst for the Investment Operations function.Projects included: Managing move of 150 staff and hardware in 3 sites, to enable new outsourcing company (State Street) to operate on Lloyds’ premises. Launch of 11 new funds for a new Investment Bond.Introduction of processes and system changes for a new fund pricing basis. Requirements gathering and documentation for administering a new type of derivative

Lead Business Analyst for an external company's portfolio, performing resource management and performance management as well as project delivery.Projects include:Modelling end to end administration of a suite of policies using SIPOC methodology and Visio network activity diagramsCompliance with non-MIFID legislationRe-engineering processes for submitting FSA returns Communications and IT/Customer Service workstream for transfer of complete administration services to a third party

Managed 15 project resources delivering process change to Customer Service areas serving three client companies. Involved prioritising demand via liaison with customer company, operating a team budget, performance management and contractor hiring and management.Previously (2001-2003) a Business Analyst representing the Customer Services workstream Projects included the switch to the Euro for German and Irish business, introduction of new pensions monitoring regimes, issuing of policy annual statements, launch of new savings products

Business Change Consultant 1995-2001: Delivered change to Customer Services by managing the business delivery of projects of increasing complexity and impact, for two client organisations.Included product launches, corporate projects, regulatory change and major system enhancements. Team Manager, Group Pensions 1990-1994: Managed a team of 8, servicing all aspects of a portfolio of pension schemes. Visited scheme trustees to negotiate aspects of our service proposition. Pensions Technical Administrator 1986-1990:Serviced policy new business and renewals. Performed calculations of policy value and Revenue limits, dealt with complex casework, interpreting legislation, and monitoring regulatory compliance.

Bachelor Of Arts 2(I), Geography With Additional French

A Levels, Latin, French, Geography