Supporting corporate clients in the Technology, Media and Telecommunications (TMT) sector adapting to a world of digital transformation.J.P. Morgan, Corporate & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries.

Building relationships with private individuals and business owners; offering Insurance, Pensions, Investments and Risk Management Services appropriate to meet needs.

Church House Investment Management is a private investment management company.Joined the Private Client Team to maintain and develop relationships with an existing client base of high net worth investors and to develop new business across the South West of England.

On-boarded corporate clients (turnover £25m to £150m) and project-managed the transition of their day-to-day banking from other banks across to Santander.

Gained and managed the relationship with high value commercial banking clients whilst acting as brand ambassador to increase market awareness of the bank's proposition.

Responsible for sales and the attraction of new funds and personal clients within the bank’s high net worth propositions, including advice on protection and retirement planning.

Fostered the on-going financial relationship with 200 high net worth, wealth management clients with diversified stock and share portfolios totalling £30m, predominantly under discretionary management.

Leveraged sales and the attraction of new high net worth clients and funds under management.

Chosen to lead the vanguard as one of the bank's first Financial Planning Consultants catering for the wide financial requirements of personal clients.

Senior Cashier, Securities, Mortgages, Insurance, Business Development; progressing through a full range of traditional day-to-day banking roles.