United Kingdom
Head of Pensions and Investment Education at Columbia Threadneedle Investments
Investment Management
Education
Pensions Management Institute
Award in Trusteeship (DB and DC Schemes)
tPR Trustee Toolkit
Distinction
Chartered Institute for Securities and Investment
Fellow of the Chartered Institute for Securities and Investment (CISI Diploma)
Chartered Insurance Institute
DipPFS (AFPC)
London Business School 1996 — 1997
Investment Management Evening Programme
UK SIP
Investment Management Certificate
BPP
ICAEW, PE1
Cardiff University / Prifysgol Caerdydd 1986 — 1989
BSc. Economics
City of London Polytechnic 1985 — 1986
Chartered Institute of Bankers Diploma (Accountancy, Law, Monetary Economics, Investment)
Havering College of Further Education 1983 — 1985
Banking and Finance foundation
Experience
Atkins plc Pension Plan March 2015 - Present
Columbia Threadneedle Investments August 2014 - Present
Merchant Navy Ratings Pension Fund June 2012 - Present
Cass Business School, City University November 2004 - Present
Cass Business School, City University August 2012 - August 2014
Aviva Staff Pension Scheme September 2007 - December 2013
Aviva Investors February 2004 - January 2012
investment matters (uk) limited 2000 - 2004
NPI Asset Management 1995 - 2000
Henderson Global Investors 1994 - 1995
Skills
Risk Management, Financial Planning, LDI, Valuation, Equities, Investments, Governance, Mutual Funds, Actuarial Science, Alternative Investments, Derivatives, Investment Banking, Funding, Market Risk, Trading, Quantitative Finance, Asset Managment, ALM, Project Finance, Investment Management, Pension Funds, Hedge Funds, Fixed Income, Economics, Finance, Asset Allocation, Management, Portfolio Management, Capital Markets, Financial Services, Private Equity, Financial Risk, Investment Strategies, Relationship Management, Strategy, Pensions, Emerging Markets, Financial Modeling, Strategic Financial..., Financial Markets, Structured Products, Asset Management