A well networked, financially astute Business Advisor, Operational and Interim Manager with an impressive record of making business compliant and expediting systems, whilst increasing efficiencies, profits, staff morale and retention. Most recently, launching investments, solving integrity and inconsistency issues, securing company image and productive partnerships. Now looking to make a continued significant contribution for a company that offers a similar challenging senior appointment preferably on a contract or interim basis.
Areas of Expertise
- Trouble Shooting
- Problem Solving
- Product Launches
- Customer Service
- Leadership / Team Development
- System / Procedure Development
- Operational Management
- Feasibility Studies / Reducing Costs
- Business Analysis
- Change Management
- Compliance
- Quality Assurance
Education
BSC. (Hons)
Mathematics (1980)
Professional Experience and Significant Achievements
- Involved in running 4 teams (60 people) with responsibility for processing switches, disinvestments and regular payments during a period of significant change, cost management constraints and company restructuring.
- Provided support to an international investment proposition team.
- Launched the investment side of new bonds into Spain, (fund range, fund manager agreements, signing off literature, procedures), as well as other new protected product launches into South America and Middle East.
- Supported the restructure of internal funds in Finland and closed a range of international broker funds across
the Group. - Solved a number of MI data integrity and inconsistency issues within factsheets, plus ad hoc investment related matters.
- Re-engineered processes relating to the transfer of work from Guernsey to the IoM, and established revised fund related procedures as a result of this transfer.
- Involved in project to assess needs for structured products in the international life and pensions’ space and re-positioned
the international investment proposition within the Group.
Skandia International (Sep 2009-Dec 2009): - Prepared business case for 2 projects, feasibility case for a protected product, provide general investments support to the international team.
- Reviewed processes, specified, tested and implemented change to database breaches and converted it to workflow all correction requests from the company.
- Reviewed price error process and recommended changes.
- Coordinated work with Investment Administration to review end to end processes.
- Reviewed work being done on Final Plan Closures within
various parts of division and pulled together coordinated plan
to resolve backlog and work more efficiently going forward.
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