London Area, United Kingdom
I am a senior distribution professional and CFA Charterholder with over 20 years of experience delivering investment solutions to institutional clients across the UK and select regions in EMEA. I have a proven track record in business development, relationship management, and investment strategy, working closely with pension funds, insurance companies, fiduciary managers, consultants, and family offices. Throughout my career spanning multiple roles, I have played a key role in identifying and opening new markets and client segments and expanding distribution opportunities. Combining my strong technical investment knowledge with commercial acumen, I have successfully built long-term client relationships and supported asset growth initiatives in complex market environments. I am a CFA Charterholder and I hold the ESG Certificate in Investing from CFA Institute. I am an active member of the CFA Society of the UK. In 2024, I successfully completed the Cambridge Institute for Sustainability Leadership in Finance certificate.