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I have many years experience as an Accountant where I have worked in a broad range of fields. Working in both the financial services sector and industry has allowed me to gain real exposure to the strategic direction, financial management, operations and commercial aspects of a business. I am currently at Lloyds Banking Group (LBG) with 11 years UK financial service sector experience. Within my various roles during my time at LBG I have been inspired by working in only those environments that provide challenges and responsibilities and allow me to make a real contribution through my “added value” approach

Work experience


Senior Account Manager

Lloyds Global Bank

Organizational Relationships:

Coordinates account-specific activities with Sales Executive, Marketing Executive, Commercial Lines Manager, Account Manager or CSR. These activities may also involve claims or loss control.

Job Functions & Responsibilities:

Develop and maintain client relationships on a proactive basis.

Coordinate with Sales Executive on analysis of account to determine appropriate insurance program.

Assist in developing underwriting information necessary for placement of account.

Recommend new lines of needed coverage on existing accounts.

Oversee preparation of proposals.

Exposure Analysis.

Complex Accounts.



Master's Degree