London Collective Investment Vehicle
Independent Consultant
Aug 2016 – Present (4 months)
Contract engagement supporting Executive team of investment management company set up by local government to pool £25 Bn assets under management of the Local Authority Pension Funds. Developing annual budget and business plan and supporting delivery of key projects.
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Morgan Stanley
Executive Director, Firm Management
Oct 2014 – May 2016
Firm management role with three areas of responsibility including leading the regulatory response function overseeing delivery of PRA/FCA action plans, establishing and managing the UK Central Policy Office function, and managing the UK Governance Steering Committee with oversight responsibility for regulatory remediation and strategic initiatives.
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McKinsey & Company
Senior Knowledge Expert | Banking Risk Surveys
Jun 2012 – Feb 2013
Completed a strategic review of the EMEA banking risk surveys and delivered an organization/ resourcing plan and key operational recommendations to improve the survey process and impact. Created a best practice guideline for the end-to-end survey process providing a standardized approach to deliver surveys across regional teams.
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HSBC – Global Research
Managing Director, Fixed Income, FX and Economics
Oct 2004 – Dec 2011
Managed product portfolio review resulting in a strategic re-vamp and introduction of new products. Initiated efforts to align analyst client marketing with business priorities leading to improved marketing effectiveness and increased controls over travel expense monitoring and management. Improved performance management framework and data enabling Product head and regional management to assess and calibrate performance by peer group and across regions.
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Education
University of Pennsylvania-The Wharton School
Master of Business Administration (MBA)
1991-1993
University of Pennsylvania – The Lauder Institute
Master’s Degree, International Studies
1991
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