http://www.portfoliocloud.com We bring smarter investment technology solutions to financial advisers, institutions and their clients. Through its technology PortfolioCloud enables advisors, investment managers, stockbrokers and wealth management institutions to redefine the way they deliver financial advice, reduce risk and improve client outcomes. PortfolioCloud’s seamless advice management tools sit alongside a sophisticated portfolio engine. It’s unique workflow management solutions remove time spent sending and collecting responses from clients, gives advisors absolute transparency over client decisions and provides a full action history for better compliance monitoring.

Service Delivery Director responsible for transitioning and running Telstra's Enterprise billing operation for CSG International.

Responsible Elevate platform operations with focus on driving efficiency, overseeing regulatory requirements and enhancing the overall platform experience.Responsible for multi-site operations supporting £8b FUM, 200 FTE and 20% year on year growth.

Responsible for the development of an alternative operating model to prepare for regulatory and other market changes, with an emphasis on developing a consolidated platform proposition which enabled the firm to re-establish control of the client experience, reduce costs to serve and improve supply chain efficiencies.

Responsible for platform service delivery on behalf of Transact advisers and investors with emphasis on driving innovation in service delivery, developing new market opportunites and growing partnerships within the wealth management supply chain.