Wendy Lee Email & Phone Number

UK

Bringing Le-Vel Thrive unique products to uk market.

North East

ACA is a mystery shopping Company focussed on helping companies understand their effectiveness in terms of delivery of the Customer Experience and compliance with any regulatory standards. We have a particular expertise in all aspects of financial services and the FCA frameworkWe work with all distribution channels: physical premises, call centre and.

Newcastle

Blackswan transforms business performance.Leading global organisations rely on our solutions to make their businesses better, faster and smarter.We are change experts, with over 300 consultants, researchers and implementation professionals operating in over 30 countries.Above all, we architect black swan events, high impact solutions that redefine business.

Newcastle Upon Tyne, United Kingdom

*Member of the group Board and responsible for Sales,Marketing,Product development HR and Training.* Responsible for a fully regulated Investment,life and pensions subsidiary business and returning it to profit.* Developed a distribution strategy working with global brands such as BMW & The broker market. *Development of business relationships and all.

Kingswood

Developed 80 Key Regional accounts - including establishing a new team of key account Directors. This involved re-establishing a trading relationship and building long term partnerships with a focus on pensions and Investment business.Delivered significant growth via the National Division of Business development managers (circa 150)Introduced a new CRM and.

*Responsible for key relationships with 15 BuildingSocieties including a number of subsidiary Board positions.*Responsible for the delivery of compliant business plans for 1500 regulated financial advisors.sitting within the Building societies.*Had resposibility for the implementation and performance of the JV with Tesco Personal Finance.*Developed and.

York, United Kingdom

This was a Board appointment to develop the financial services business and the marketing function of the business. Responsibilities included:*A rebrand of the business from GA property services to Your Move*The introduction of cutting edge technology to improve the customer experience.*Introduction of video mystery shopping to assess the implementation.

National Sales Manager Partnerships

Set up a national sales force to service the clients of 12 tied building societies across the UK.This included:*Recruitment of managers & advisors (circa 150 advisors)*Deliver a compliant T&C function which satisfied the regulator.*Develop business plans including lead generation with each Business Partner.*This Division provided a significant profit.