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Business and Process Optimisation Business and Process Optimisation Mergers, Acquisitions and Integrations Mergers, Acquisitions and Integrations Regulatory Change Regulatory Change
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About me

I am an experienced manager with 15 years of work experience, 11 years of which have been in management. My areas of expertise include insurance and finance, as well as communication, marketing, and public relations.

Data Analysis Project Management Leadership Strategic Planning
Agile MethodologiesChange ManagementCustomer ServiceData AnalysisLeadershipProblem SolvingProcurementProject ManagementRegulatory ComplianceStrategic PlanningWaterfall Project Management
Jan, 2022
project manager
Financial ServicesFinancial Services
Strategic project delivery
A highly experienced project manager with a proven track record of successful delivery of complex projects, including the acquisition of Nationwide's Advisory Business (91,000 Customers and 330 staff). Responsible for procuring external supplier services, executing a £1.6M Investor payout, facilitating the presentation of strategic project deliveries, and managing project risks and economics. Recognised at industry level for the installation of a company wide Development group. Mentored aspiring Project Managers and recognised for the completion of AEGON's Aspiring Managers Programme.
Key responsibilities Key responsibilities
  • Presented business cases to obtain project funding
  • Managed project risks and economics
  • Installed company wide Development group
  • Mentored aspiring Project Managers
Key achievements Key achievements
  • Acquired Nationwide's Advisory Business
  • Executed £1.6M Investor payout
  • Recognised at industry level
  • Completed AEGON's Aspiring Managers Programme
Jan, 2020
Dec, 2021
hybrid project manager business analyst
Financial ServicesFinancial Services
Professional Services
Experienced in delivering small Change Projects for Regulatory Projects, the candidate successfully delivered FCA Disclosure of Transaction Costs and Charges, engineered the delivery of the SMCR regulation, managed large-scale requirements for mail services integration, collaborated with Senior Management for TOM definition, and re-engineered processes to increase efficiency.
Key responsibilities Key responsibilities
  • Delivering Change Projects
  • Delivering FCA Disclosure
  • Engineering SMCR Regulation
  • Managing Mail Services Integration
Key achievements Key achievements
  • Successfully delivered FCA Disclosure
  • Engineered SMCR Regulation
  • Managed Mail Services Integration
  • Re-engineered Processes
Jan, 2017
Dec, 2020
business analyst
Financial ServicesFinancial Services
Strategic guidance
Provided strategic guidance and support to the AEGON EB account within the Pension Industry. Utilised customer insights to create business saving opportunities, improved customer experience, and online servicing forms. Collaborated with internal, Regulatory (SMCR) and Third Parties (HMRC, EY, DWP) to deliver successful outcomes. Consulted on large scale incident remediation.
Key responsibilities Key responsibilities
  • Developed business saving opportunities
  • Created improved customer experience
  • Created online servicing forms
  • Consulted on large scale incident remediation
Key achievements Key achievements
  • Successfully implemented customer insights
  • Delivered successful outcomes
  • Improved customer experience
  • Successful incident remediation
Jan, 2016
Dec, 2017
customer service representative
Public SectorPublic Sector
Global business
Provided a service to grow the customer base of a global business, with a mission to combat bullying in education systems. Delivered promotional presentations to schools and trade conferences, and administered sales accounts.
Key responsibilities Key responsibilities
  • Grew customer base
  • Delivered promotional presentations
  • Administered sales accounts
  • Promoted mission to combat bullying in education systems
Key achievements Key achievements
  • Increased customer base
  • Successfully presented to schools and trade conferences
  • Maintained sales accounts
  • Raised awareness of mission to combat bullying