Contact:

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Qualifications:

Bachelor of Science, Accounting

Masters of Business Administration

FINRA Series 7 & 66

Career History:

2014 - date

GMR Consulting, USA and UK

HR Consultant and Expert Witness

Provide international HR consulting services to all business sectors. Experienced in designing, developing, implementing and managing innovative global compensation and benefit programmes. Highly experienced within the Financial Services industry and in providing advice as a senior HR Business Partner.

Accept instructions from lawyers acting for both Claimants and Defendants to provide employment expert witness reports in connection with personal injury, clinical negligence, commercial and employment litigation.

2011 - 2013

Bank of America, USA

Executive Client Relationship Manager, Retirement Services

Managed several key relationships with large corporate clients (> $5 Billion in retirement assets), ensuring their retirement and stock award programmes were administered in a manner consistent with plan design, current laws, regulations and best practices. 

Created and presented strategic business plans for client stakeholders to enhance relationships and develop new business opportunities. Chaired Client Advisory Council, a forum through which key clients are given the opportunity to provide feedback on services and products being developed by Retirement Services.

2006 - 2011

Blackrock, Inc, USA

Managing Director, Human Resources

Created and implemented a full range of new, competitive compensation and benefit programmes, policies and processes across 24 countries and 3 continents.  

Designed and managed executive compensation programmes, including stock awards and deferred investments.

Established a governance model for all ERISA plans.  Developed the framework for global governance of all benefit programmes and was a member of the Retirement Committee.

Responsibilities rapidly increased as the company expanded through Mergers and Acquisitions.  Held management responsibilities for a team of 20 and played an integral role in managing and leading all HR functions through M&A activity, including acquisition of Merrill Lynch Investment Managers (2006), Quellos Group (2007) and Barclays Global Investors (2009).  Led due diligence activities for compensation and benefit programmes.

Recruited, managed and developed a team of global HR professionals located in New York, London, Tokyo and Hong Kong.

2003 - 2006

Platinum Underwriters Reinsurance, Inc, USA

Senior Vice President, Head of Human Resources

Led and managed the Human Resources function for a newly public company with operations in the US, UK and Bermuda.

Partnered with Executive Management and the Compensation Committee of the Board of Directors to develop, implement and communicate competitive compensation and benefit programmes that aligned the interests of employees and shareholders.  Significant focus on equity award programmes for key executives and high-potential employees.

Developed a succession plan for key employees and a played a critical role in planning and executing significant organisational changes, including change in CEO and CFO.

Involved in all key-staffing decisions in all locations.

Served as Director on the Board of Directors of Platinum Administrative Services, Inc., a subsidiary of the parent company.

2000 - 2003

Merrill Lynch, USA

Human Resources

Hired as HR Chief Operating Officer and promoted to lead the benefits function as Global Head of Benefits in 2001.  Designed and launched unique compensation plans, including private equity investment programmes, to attract and retain key employees; conducted comprehensive review of health and welfare plans to assess alignment with healthcare strategy and current business environment and introduced updated programmes that resulted in significant annual savings.  Management responsibilities for a team of 45 including 5 direct reports.

 1994 - 2000

Morgan Stanley, USA

Human Resources

Held various roles including Director, Benefits; Vice President, Executive Compensation; Vice President, Senior Human Resources Business Partner.

 Pre 1994

Utilised accounting degree as an auditor before taking on roles managing retirement plans and administering payroll for various companies.