Finance

Designed, developed and delivered keynote address on “How NOT to work with Americans or Europeans.” 2004.

Created and ran Account Planning Workshops on the back of qualitative customer research for Account Executives and Account Managers across Europe to restructure and re-align accountabilities, grow client charge volumes, profitability, loyalty and tenure. An associate to the Alexander Group. 1997.

Developed and delivered ½ day workshop on “Building Trans-Atlantic Working Relationships.” 2005.

Developed and delivered custom “Influence and Persuasion” program for senior leaders at this UK insurer. 2013

Advised various Client Directors on conversion, growth and retention strategies. 2013

Designed and delivered The Marketing Academy curriculum and its programs for marketing teams around the world. 2013

Developed and delivered briefing for Group Organisation Development Director in advance of his Boston international assignment. 2009 Developed and managed as Programme Director the “Inventing our Future 2010” annual conference for the top 100 leaders globally across the Group. 2010

Developed and delivered “Marketing and Branding: British Banking vs. Chinese Banking” for this executive development programme for the Bank’s senior leaders. 2016.

Developed and delivered “Building Global Mindsets” workshop for staff of this financial services professional body. 2018.

Developed and delivered “Global Mindsets” workshop for its UK-based managers at this leading asset management business. London 2016. Developed and delivered “Building Global Mindsets & Virtual Teams” workshop for its leaders in Asia Pacific at this leading asset management business. Singapore, Hong Kong 2016.