Asset & Wealth Management
Prior to joining Davies, I obtained a first-class Economics degree from Heriot Watt University and worked for a tier 1 investment bank. Whilst in this role, I supported process migrations, and a variety of internal transformation projects. During my time as a consultant, I have worked with a range of large wealth management firms and financial planners, assisting with large operational change initiatives to deliver strategic and innovative solutions. These engagements range from constructing target operating models, vendor selection processes, to platform implementations.