Asset & Wealth Management
I have over 15 years of experience in the wealth management industry, working with a number of wealth management platforms and technology providers. My initial experience within operations involved the full breadth of platform administration services including client servicing, investment administration and reconciliations. I then enjoyed a number of years delivering change, covering regulatory change, product launches, platform upgrades and a full platform launch. More recently, I ran the operations and technology service delivery line for a wealth management platform. I enjoy working collaboratively to find solutions that contribute to businesses achieving their key strategic objectives.