With over 35 years in the financial services industry, I specialise in providing technical expertise across complex system migrations, regulatory compliance, and process optimisation. I have extensive experience working with legacy systems, delivering root cause analysis (RCA), and producing detailed technical documentation, including option papers and system fixes. I’m skilled in anti-money laundering (AML) and fraud investigations, and have worked on large-scale data migrations for heritage life policies. My collaborative approach ensures alignment between onshore and offshore teams, driving both operational efficiency and regulatory compliance. For the first 24 years of my career I worked on Personal Pensions. Then for the last 11 years I changed direction and moved over to Life Assurance. This involved learning about the products, Terms & Conditions, compliance, laws and regulations, systems, procedures & processes. I have got 2 Professional qualifications (FA1 2001 & FA2 2011).
Listed skills include Call Centers, Customer Satisfaction, Technical Support, Microsoft Word, and 15 others.