30 years experience in financial services.
Predominantly in Investment Management and Wealth Management at companies like Deutsche Bank, AXA, BNY Mellon, Quilter and now SJP.
Areas of expertise include Sales, Marketing, Communications, Product Development, Customer Relationship Management systems and Telephony.
Love lots of different sports.
I have worked in the financial services industry for 25 years with 20 of them being in learning and development.
In addition to running a number of technical training and academy teams, I have delivered training events on a wide range of topics to a variety of financial services audiences.
If you want guidance on how to pass CII exams, please ask.