Bank of Scotland / HBOS/ Lloyds
Total des années d'expérience :38 years, 11 Mois
September 2014 Joined Direct team to advise Private Clients, SME, Mid-Market and Major Corporates on Foreign Exchange strategy and execution
Set up a win-back and client retention program
Increased client retention by 50%
Winning back >75% of lost trades
2008 Set up Private Wealth desk
Profits increased >100% each year in first 5 years to £15m
Volume of clients transacting each year increased
Product training program of 200 bankers completed each year
Managed team of 6 for FX and IRD within Financial Markets
2006 to 2008 Advised FTSE companies on IR, Commodity and FX
2004 to 2006 Owned the Interest Rate, commodity and Foreign Exchange relationships for South of England.
2001 to 2004 Structured Foreign Exchange solutions including currency options to high value UK corporates.
1991 to 2001 Traded major Foreign Exchange Interbank currencies
school, branch banking, progressed to Sterling Money Market office, then to the FX trading room.
Educated to 'O' level