Brockenhurst, Hampshire, United Kingdom
Lead Proposition Specialist Marketing Consultant at Old Mutual Wealth
Financial Services
Education
University of Portsmouth 2005 — 2005
Project Management and Business Analysis
Chartered Insurance Institute 2002 — 2002
K10
Cranfield University - Cranfield School of Management 2000 — 2000
Marketing
Chartered Insurance Institute 1999 — 1999
G60
Brockenhurst College 1980 — 1982
Economics, Mathematics
Experience
Old Mutual Wealth June 2015 - Present
Proposition Solutions Limited January 2011 - Present
James Hay Partnership February 2015 - May 2015
Zurich January 2014 - January 2015
Fidelity Worldwide Investment (Fidelity Investment Management Ltd) September 2013 - December 2013
Friends Life group August 2012 - February 2013
Friends Life group January 2012 - July 2012
Fidelity International February 2011 - December 2011
Skandia September 2008 - November 2010
Skandia January 2005 - September 2008
Skills
Alternative Investments, Investment Advisory, Business Case, Investment Management, Management, Strategic Financial..., Change Management, Financial Risk, Wealth, Financial Advisory, Business Transformation, Strategy, Retirement, Business Strategy, Protection, Asset Allocation, Investments, Financial Markets, Financial Services, Risk Management, Governance, Stakeholder Management, Insurance, Critical Illness, Business Planning, Investment Banking, Asset Managment, Income Protection, Investment Strategies, Equities, Mutual Funds, Asset Management, High Net Worth..., Defined Benefit, Relationship Management, Financial Planning, Wealth Management, Savings, Business Analysis, Bonds, Pensions, Hedge Funds, Funding, Retirement Planning, Fixed Income, Private Banking, Wealth Management..., Proposition Development, Portfolio Management