At Beadmans LLP, I enhanced SharePoint architecture and automated reporting workflows, reducing manual administrative tasks and improving cross-functional data visibility. I also coordinated business operations and supported senior leadership with bids, capability statements, and executive presentations.
At Gordon Blair Financial Services, I managed client onboarding and supported CRM implementation across 500+ records, introducing a structured engagement framework that increased operational efficiency by 40%. I coordinated clients, banks, and solicitors and prepared suitability letters and AIPs with a senior Mortgage Advisor.
Earlier, I managed client and investment relationships at Porvenir SA, Alianza Fiduciaria, and Banco de Occidente, working across onboarding, KYC/AML, portfolio management, and regulated financial services. I hold an MSc in International Project Management and bring experience across banking, investments, and business operations.
