Joined the KMD board to support the wider roll out of the 'True Wealth Management' proposition, combining all elements of wealth management to bring financial clarity to clients.

Joined the board to support the Green and Purple growth journey, with primary focus on the development of the commercial and operational proposition.

After completion of NW Brown's sale to Brown Shipley in April 2020, led the successful integration of the company into Brown Shipley and the wider Quintet private banking group.

Led business with a focus on building great client teams, a commercial and entirely client-centric proposition, and constantly improving operational efficiency. Took £8m revenue (£1bn AuM) wealth management company to sale in 2019 and subsequently led the integration of the business into the acquirer.

- Responsible for consistency of client offering across firm; streamlining of IT systems and processes; marketing - Led project to renew online client portal and company website, driving increased digital interaction with clients - Oversaw development and roll-out of firm's Model Portfolio Service

- Joined main board of the NW Brown Group, the holding company responsible for setting long-term strategy for the NW Brown group of companies

- Joined board of the operating company, NW Brown and Company Ltd (FCA-regulated) , incorporating the firm's investment management, corporate benefits and financial planning businesses - Focus on defining the client proposition post-RDR in 2012, integrating the core disciplines of financial planning and investment management to deliver seamless wealth management - Developed strategies to maintain and grow funds under management - Reviewed and implemented new Group marketing strategy - Extensive knowledge of portfolio management processes and techniques

- Managed bespoke portfolios for private clients, trusts and charities - Appraised investment opportunities, through fundamental research, analysis, company visits and meetings with senior management - Responsible for building and maintaining close working relationships with clients, founded on integrity and trust - Built bulk-dealing system for firm, enabling consistent dealing approach across multiple client portfolios - Conceived and developed many improvements to internal systems and processes

- Managed team responsible for optimising intra-day trading position for EDF - P&L responsibility - Created, built and maintained relationships with new and existing trading counterparts

- Assistant Manager of 15 person team - Troubleshooter of all operational issues – responsible for formulating, initiating and coordinating solutions to problems - Oversaw development and managed implementation of new systems and processes - Monthly reporting to senior management

- Monitored short-term trading activity - Ensured timely and accurate communication of data to grid operators - Resolved fast-evolving problems when imbalances occurred - Worked under pressure to meet short deadlines - Took commercial responsibility for the company in non-office hours and traded when opportunities arose