Experience

• 

  Prudential assurance

  Jan 2004 - Jan 2006

  Account manager
• 

  Compliance first limited

  Jan 2006 - Jan 2008

  Business development manager
• 

  Zurich financial services

  Nov 2008 - Oct 2012

  Executive consultant
• 

  Close asset management

  Oct 2012 - Jun 2013

  Business development director
• 

  St. james’s place wealth management

  Jun 2013 - now

  Working together with small to medium advice businesses and individuals to understand their long term goals. With St. James's Place, and all the resource and support provided by a FTSE 100 company, we help these individuals and businesses achieve their goals, while they remain in control of their business.

  • Regional Director - Partnership Recruitment

    Feb 2021 - now

  • Regional Manager - Business Acquisition

    Dec 2018 - Feb 2021

  • Executive Business Acquisition Manager

    Dec 2016 - Dec 2018

  • Senior Business Acquisition Manager

    Dec 2015 - Dec 2016

  • Business Acquisition Manager

    Jun 2013 - Dec 2015