Investment professional with 12 years’ experience delivering strategic projects to enable international growth and modernisation. Adept at developing and maintaining excellent client relationships with a solid track record of delivering investment solutions for UK, EU, APAC institutional and pooled clients. Expert at coordinating client requirements with Investments/Distribution peers, resolving queries, articulating clear solutions, delivering products/projects to meet expectations, adopting a client-centric approach.

Actively pursuing CFA level 2, working knowledge of AFI / Index (Equities/Bonds) / ETFs / Private Markets (Real Estate/Infrastructure/Private Credit), Derivatives (Options/Futures/Forwards/Swaps) products. Performance/Line management experience, active mentor, growth mindset, keen interest in client excellence and financial markets, strong work ethic. Completed IMC and CFA Level 1, hold two master's degrees (MBA, Strategy & Leadership, MA, Project Management), strong network/relationships in UK investments and savings industry.