At DOLFIN, I built and led a 15-person client-management team, setting clear processes, KPIs and performance standards. I managed HNW/UHNW and institutional relationships exceeding £300M and coordinated client onboarding through long-term relationship development.
At MDM Bank, I led a 10-person private-client team and oversaw service quality, onboarding, escalations and operational delivery. I was the senior escalation point for complex client matters involving credit, compliance, documentation and approvals.
Since March 2017, I’ve partnered with founders and founder-led businesses on growth strategy and commercial operations. I’ve supported business development, GTM initiatives and fundraising readiness, translating priorities into workstreams, milestones and practical follow-through.

