Work History

Work History
Apr 2012 - Apr 2012

Consultant

Major UK Bank

Provided advice and support to a Programme Director in establishing effective governance over a existing major, strategic global change programme. This included developing a full framework including benefit management and designing robust change control and providing the supporting materials and documents.

Mar 2011 - Jul 2011

Interim Manager and Change Agent

HSBC

As Interim Head of Global Client Relationship Management brought in as change agent to augment the leadership team and design, build and launch a CRM function for a new global shared service function.

  • Led successful recruitment process to hire and induct initial team of Regional Client Relationship Managers, establishing a modus operandi for the sustainable client coverage of global clients
  • Personally delivered major improvements in engagement with a critical client, establishing credibility and empathy with key stakeholders
  • Contributed to overall management and resolution of issues relating to a global function of ~350 staff across 10 locations
  • Transitioned CRM function and team to new permanent management
Jun 2004 - Feb 2011

Various roles in programme/portfolio/project management and change leadership

Aviva Investors

PROGRAMME MANAGER AND CHANGE LEAD -  year

As Head of Real Estate Transformation led the work to turn market leading real estate investment business into an agile and globally capable business entity.

Moved into Aviva Investors’ Real Estate Investment team to lead the transformation of this business

unit into an agile globally capable entity. Brought deep change experience to work with the FD and senior management team of the UK’s largest real estate investment business.

  • Led mobilization of the transformational change agenda including procurement of external specialist help
  • Led the time-boxed and fixed price effort to develop a new target operating model (TOM) for a global business; delivered on time, on budget and at pace, gaining £1.5m funding
  • Led wider stakeholder engagement including the design and delivery of innovative communication activities
  • Managed the business process outsource (BPO ) effort using an Indian partner to enhance and build global business capability

Acted a lead for the appointed programme manager through the selection of a new management information system.

PROGRAMME PORTFOLIO MANAGER AND SUPPORT TO BOARD MEMBERS – 2 years

As Global Head of Business Relationship Management worked closely with senior/C-level management to understand and shape and manage their short, medium and long term change agenda.

  • Managed and maintained the change/project pipeline across Finance (including Legal & Risk), HR and Operations, circa £8m, including developing business cases and building and managing milestone plans
  • Led primary client engagement, bringing a clear commercial sense and strong change and project management skills to help the business manage their strategic change agenda
  • Ensured clear understanding and communication of real change capacity and delivery scheduling
  • Accountable for final delivery of major derivatives capability.
PROGRAMME/PORTFOLIO/PROJECT GOVERNANCE AND CHANGE LEADERSHIP – 3.5 years

As Head of Corporate Programme Office launched and established the Corporate Programme Office managing ~£30m, blending strong line and change management experience into this key role.

  • Resourced, tooled and re-launched the Corporate PMO as a centre of excellence providing training and support to international sponsors and project managers
  • Produced for regular corporate reporting on the change portfolio condition and actual and projected benefit realization
  • Designed and implemented robust, yet pragmatic project prioritisation and portfolio selection and scheduling and resource planning processes
  • Designed and launched a full, company-wide, structured change methodology at the time of outsourcing operations to JPM
  • Undertook key business and project reviews to identifying issues and recommend remedies.
Sep 2002 - May 2004

Senior Project Manager

Brown Shipley

Hired to strengthen Brown Shipley’s change management capability as part of positioning for growth

  • Project managed major operational projects across multiple sites incl. changes to the handling of client money and resolution of operational issues within OEIC business and the company-wide Risk Mitigation Programme
  • Developed and implemented a structured change management methodology, including training of project sponsors
Jul 2002 - Sep 2003

Senior Programme Manager

National Australia Bank

Hired to re-mobilise a major corporate initiative after the initial phase failed.

  • Mobilised £40m second phase of key programme for NAG’s wealth management business, including Yorkshire and Clydesdale Banks
  • Set up international governance, establishing appropriate disciplines and standards
  • Performed complex, cross-company and international stakeholder management
  • Managed core management team, programme office and project budgets
  • Oversaw major re-planning and change to accommodate 65% budget cut
Feb 1999 - Jul 2002

Change Consultant/Project Manager

Credit Lyonnais

Brought a 'can do' attitude to bear on a complex international CRM/business issue.

  • Provided strategic analysis and developed the recommended solution
  • Delivered CRM/Knowledge Management solution to a key global marketing group within 12 months, spearheading international development and deployment liaising with multiple stakeholders
  • Designed data architecture for cross-product and cross border financial information covering major global institutional clients
May 1988 - Feb 1999

Robert Fleming & Co Ltd
  • Senior Operations Manager and Change lead, Global Reference Data for the Investment Bank (1996-1999)
  • Business Manager, Finance/Change/Compliance/IT Manager - UK & European Equity and Derivative Trading & Broking Business (1990-1996)
  • Internal Change Consultant supporting Asset Management, Corporate Finance and Securities Trading and Broking (1988-1990)

Education

Education
Sep 1977 - Jul 1980

MA

Jesus College, Oxford

Interest

Currently working with the Enterprise Management Association ( www.EMA-I.org) and the Middle East Community of Practice (COP) for Project, Programme and Portfolio Management (P3M) (www.ppm-me.org).

Summary

A skilled portfolio, programme, project and change manager, experienced in leading, planning, monitoring and delivering end-to-end change across multiple asset classes in Investment Banking and Asset Management.

A pragmatic and versatile manager, and a leader who builds effective teams and manages senior stakeholders. Notable strengths in the shaping, governance, management and delivery of strategic and complex change initiatives; with strong influencing and relationship management, client, commercial and regulatory awareness.

Has led and managed change programmes, projects and portfolios up to £40m distributed across global locations. Brings both a hands on capability and a strategic perspective. Demonstrable delivery record with a keen client focus, creative communication and an agile approach to problem solving.

·Has successfully constructed, managed and reported on programmes and portfolios up to £40m

·Experienced in implementing best practice and new practice across diverse stakeholder groups, geographies and cultures

·Innovative, creative and forward thinking, looking for ways to improve performance and the delivery of change

·Proven business manager with highly developed analytic, communication and problem solving skills

·Has successfully led a variety re-engineering and transformational initiatives in Investment Banking, Asset Management, and Wealth including Investment Management, Financial Advice, Reference Data, Derivatives, Risk and Real Estate.

·Has implemented new target operating models delivering global shared services and using off-shore process partners