US/ UK CITIZEN | UK LAWYER | uS MBA | AUTHOR | LEGAL software specialist | PROJECT MANAGER | BUSINESS CONSULTANT
About
Summary
Lawyer, business consultant and management professional strategically plans and tactically implements successful international programs to achieve compliance solutions. Utilizes proven and demonstrated legal analysis, project completion, partnership building, negotiation, forecasting / budgeting, regulatory assurance and positive client relations to increase profitability, productivity and overall operational success.
Many people who try to do big bold things in the world find out it's not about the money or the technology: it's about the regulatory hurdles that will try and stop you
Proudest Accomplishment
Qualifying as a lawyer | Writing "A History of the United States for Newcomers" | Running a marathon
Experience Highlights
Obtaining an MBA and winning the IXL Consulting Award
Hult international business school
Becoming a published author
A History of the united states for newcomers
Education Highlights
A Levels (English, French, History)
Eton college
BA (Hons) English and French
University of Manchester
Post Graduate Diploma in Law/ Legal Practice Course
Author of "a history of the united states for newcomers"; blog posts; fiction
Timeline
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Client Success Manager, Thomson Reuters
• Developing and executing strategies to help customers to optimize the client experience with HighQ and/or Contract Express and maximize revenues • Working closely with the account managers during the renewal cycle and coordinating with sales and product leads across Thomson Reuters • Initiating and participating in account planning sessions with both internal teams and client's key stakeholders • On-going identification, creation and development of professional services opportunities within client projects
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Management Consultant, Accenture
• Regulatory and Compliance Management consultant focusing on regulatory change, privacy regulations, operations, compliance, transaction monitoring, and risk assurance for Financial Services clients • Managing project work and selected work streams in enterprise risk management, risk and compliance and systems integration • Working with a project team in finance & risk projects, including risk and compliance operating models, privacy models and Chief Privacy Officer responsibilities, change management, process re-engineering, regulatory compliance, internal controls review, policies and procedures, monitoring, corporate governance and reporting • Assisting clients throughout the full lifecycle of ERM implementation, integration business process redesign, communication and training • Working with client's business units, including Enterprise Risk Management, IT, Internal, Legal, Strategic Planning, Risk Analytics, Front Office, Middle Office, Back Office and Finance to gain thorough understanding of the corporate risk processes and procedures development • Identifying, defining and documenting complex business specifications for risk platforms and procedures
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Professional Services Consultant, Thomson Reuters
• Assess corporate legal departments of clients including Fortune 500 companies, healthcare leaders and government agencies to recommend best practice and improved utilization techniques for Thomson Reuters Tracker (fka Serengeti) eBilling and matter management SaaS based software • Facilitate communication between general counsel, practice group leaders, finance and other key stakeholders to standardize work flow • Document internal process for consistency, efficiency and sustainability within client legal departments by authoring detailed “Internal Policies and Procedures” manuals for client legal departments • Utilize Tracker Report Builder, Excel pivot tables and .csv files to scrub historic data in clients’ Tracker databases and provide global spend visibility • Use Smartsheet: Online Project Management Software to document and detail all steps, deadlines and stakeholders necessary to drive new initiatives, and then actively project manage each plan to successful completion
BA (Hons)
BA (Hons) English and French from the University of Manchester (UK)
MBA
Completed Masters of Business Administration
UK Lawyer
Admitted as a solicitor the the supreme court
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Post Graduate Diploma and Legal Practice Course, BPP Law School
2001 - 2002: Post-Graduate Diploma in Law 2002 - 2003: Legal Practice Course
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Paralegal, Hogan Lovells
- Covered lettings, landlord and tenant work (acting for both institutional landlords and occupational tenants), acquisitions, disposals, development work, property finance and secured lending, administrations and receiverships, and corporate transactions (including restructurings and mergers and acquisitions)
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Solicitor, Ambrose Appelbe Solicitors (merged with Bircham Dyson Bell)
• Worked in litigation, commercial and corporate departments, representing companies and high net individuals on commercial litigation disputes, ensuring compliance with company regulations, company filings, and corporate transactions. • Led team of 4 creating successful applications to Legal 500 and Chambers, leading an enhanced profile, increased exposure, and improved revenues. • Created, managed and built individual cases for litigation clients, increasing revenues, client satisfaction and new business referrals.
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Risk Underwriter, First Title Insurance
• Created innovative insurance solutions for real estate transactions, empowering clients to invest in new jurisdictions, increasing income and developing closer partnerships. • Provided expeditious and efficient underwriting decisions in line with internal strategic and operational goals, including hitting monthly, quarterly and annual targets, establishing closer relationships with clients, and communicating more regularly and effectively with sales team. • Underwrote complex and high value real estate deals for clients including law firms, brokers, international corporations, regional development agencies, and central government departments utilizing risk analysis and risk management techniques.
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Sales and Business Development Associate, First Title Insurance
• Created innovative insurance solutions for real estate transactions, empowering clients to invest in new jurisdictions, increasing income and developing closer partnerships. • Grew London market by 20%, increasing revenues by $10M.
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Masters of Business Adminstration, Hult International Business School
I spent 10 months in Boston and 2 months studying in Shanghai, China
As a team, we won the Action Learning Project - an IXL Innovation Project where we advised our client, Duracell, on how to proceed with certain targets and goals to consider
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Senior Associate, Shariah Capital
• Led anti-money laundering and “know your client” compliance procedures, meeting or exceeding compliance program requirements. • Reviewed 3rd party providers, ensuring compliance approval. • Created and updated budget and forecasting reports, enabling senior executives to make strategic business decisions and medium to long term plans. • Collaborated with C suite executives, pioneering new entry strategy for retail hedge fund, leading to marketing campaign targeting investors, brokers and independent financial advisers, achieving an increase in investments and development of new strategic direction for company.
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Managing Consultant, Thomson Reuters
• Served as managing consultant and project manager in Governance, Risk and Compliance division, implementing internal audit and compliance software, assisting clients meet compliance, reporting and management requirements. • Advised supported and assisted clients in strengthening internal controls, risk assessments, monitoring and risk management using Thomson Reuters’ software and solutions, improving and streamlining regulatory requirements. • Managed software implementation projects from start to finish, building team, meeting or exceeding timelines. • Focused on connecting customers' business to ever-changing regulatory environment with client groups including compliance, audit, legal and risk functions in financial services, law firms, accounting firms, regulators, insurance, energy, and other industries undergoing regulatory change.
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Director, Legal and Compliance Solutions, Thomson Reuters
• Directed legal and compliance projects, mapping rules and regulations, including BSA, Dodd-Frank, SEC regulations to client's policies and procedures and relevant business units, identifying gaps between regulations and clients’ controls, facilitating completion of compliance risk assessments and reporting requirements. • Analyzed current and potential changes in regulatory landscape, working to adjust solutions. • Managed, applied and implemented legal process outsourcing solutions to clients in legal and compliance sector, achieving cost savings and enabling clients to remain focused on core business activities. • Developed complex project implementations and coordinated communications internally, including offshore, and externally, improving timelines and budgetary constraints. • Maintained relationships at senior and operational levels within client organizations, retaining clients and developing closer partnerships. • Educated and informed client and partner organizations about Pangea3 and Thomson Reuters Risk and Compliance value proposition, empowering clients to apply outsourcing solutions more broadly, saving on costs and addressing compliance needs. • Collaborated with clients, sales executives, and delivery / operations personnel throughout sales and implementation cycles, achieving stakeholder buy-in and resolving queries at earliest opportunity.
Skills
management consulting
20+
management
20+
business strategy
20+
strategy
20+
Project Management
20+
Risk management
20+
compliance
20+
Questions & Answers
What are your long-term goals?
Financial security
Become a mentor for those who seek advice and help
Become a thought leader
What do you do in your free time?
I love living in New York. It gives you great museums, architecture, restaurants, bars and fascinating people. My feelings in New York change quickly according to who I'm talking to, what area I'm in, what building I'm looking at, what I'm eating and what the weather's doing - it feels like you're living the fullest life you can
Otherwise I read, write, exercise, watch sports and movies, and socialize with friends and family
What tools do you use?
Microsoft Office - Email, Word, Powerpoint, Visio and Excel
Describe your greatest accomplishment.
Becoming a qualified lawyer in the UK. It took four years in total (two years training, two years studying) - but was so rewarding. I learnt about so many areas of law - from commercial and corporate to family and trusts - and the economics of a partnership, business development and sales - and I still apply many of those skills today
I am also very proud of having obtained my Masters in Business Administration. Â A one year intensive course that enabled me to live in Boston, USA and Shanghai, China, expanded my network and taught me so much about consulting methods, project management and team skills
Who are your main influences?
My family and the people I love influence me the most.
I follow and respect leaders and visionaries in the fields of business (JD Rockefeller, JP Morgan, Andrew Carnegie), politics (Benjamin Franklin, Margaret Thatcher, Henry Kissinger), and the arts (Chopin, Caravaggio, The Beatles, Stanley Kubrick)
Why did you choose your profession?
It enables me to work with a variety of clients - from multinational banks to small broker dealers and investment houses.
Rules and regulations are always changing. I am fascinated by the human values that make up legal principles and how the law could and should be interpreted. The balance required to protect the consumers and yet also encourage the economy to grow and entrepreneurs to thrive is a fine one - affected by so many variables and circumstances it becomes an endless task (although sometimes politicians might do well just to leave some of those laws alone!)
Resources
Images
A History of the United States for Newcomers, published 2023
Better Business Book - I contributed a Chapter to this great book
On November 3, 2020, California voters passed Proposition 24, the California Privacy Rights Act (CPRA), which would amend and expand the California Consumer Privacy Act (CCPA) – which itself only went into effect on 1st January 2020. The substantial provisions of CPRA goes into effect on January 1, 2023 and would apply to personal information collected on or after January 1, 2022. Enforcement is expected to begin on July 1, 2023.
CCPA – a regulation inspired in many ways by the European...
A History of the United States for Newcomers, published 2023
Better Business Book - I contributed a Chapter to this great book
Change in the workplace
New York based
Headshot
