Ensuring delivery of market strategy and investment insight for UHNW clients as well as working closely with portfolio managers, product teams and key stakeholders.Supporting Chief Investment Officer for Deutsche Bank Americas in delivering the house view on global markets and asset classes.Writing and publishing articles related to Deutsche Bank’s House View.Representing CIO Office as regional head in internal projects and initiatives.

Exposed to several roles within the team responsible for designing and managing investment products offered to Deutsche Bank WM UK clients. Working closely with Client Advisors to define investment recommendations and, when required, design, implement and manage bespoke discretionary mandates. Member of the UK Investment Committee that manages the discretionary assets for Wealth Management clients. Specific responsibilities within this role include: • Contributing to asset allocation and security selection across the portfolio range to ensure discretionary strategies are managed in accordance with the Deutsche Bank WM House View. • Awarded 'Best Benchmark Mandate' within Deutsche Bank Wealth Management for 2018 portfolio performance versus DB EMEA colleagues. • Member of Global Strategy Team discussing market events and contributing to overall Wealth Management House View. Including tactical trading ideas and positioning across investment portfolios. Recently written client publications include ‘Brexit Special – Getting Brexit Done’ and ‘UK Special – Band-Aid Budget?’. • Responsibility for tailored mandates within the UK implemented using either single-line securities (Fixed Income & Equity) as well as portfolios of Mutual Funds and ETFs. • Proactively supporting the Front Office in client pitches and review meetings to discuss WD portfolio performance and future investment ideas. This role ensures regular face-to-face client contact. • Responsible for educating Client Advisors on the current WD offering as well as creating and distributing marketing materials for Client Advisors / Investment Advisers to use as sales tools in client meetings.

Principal analyst for the UK business regarding listed closed ended funds. Role involved meeting managers and recommending investments to Client Advisors and Investment Managers. • Working closely with Hedge Fund Advisory, Structured Products and Multi-Asset Class Solutions teams, increasing synergies and cross selling through the front office. • Presenting to UK sales force to promote both internal and third-party Mutual Funds and ETFs for both the Wealth Investment Advisory and Wealth Discretionary businesses. • Daily duties include leading conference calls discussing various funds and how to position them with WM clients. • Assisting the Chief Strategist for UK (2011-2014) in research and presentation preparation for both the global and UK-based senior management audiences. • Working on specific research projects for Chief Investment Office, coordinating with Deutsche Bank Global Markets research analysts to give WM focused projects greater insight and accuracy.

Primary role within the UK HNW Financial Intermediaries team was to support growth in revenues though new client acquisition and on-boarding of accounts via both onshore and offshore booking centers. Responsibilities include: • Preparation of Investment Proposals; assessment of existing portfolios together with client requirements in order to fully utilize Deutsche Bank’s investment services. • Ensuring positive client experience via diligent approach to new client adoption. • Ongoing resolution of client queries