Researching and developing the evaluation of human assets to achieve excellence and competitive advantage

„« A key role in the global strategic review including the preparation of a global competitive analysis of clients, products and markets as a basis for improved client cross-servicing and optimising economic profits
„« Based on the above, devised and executed a development and restructuring plan for global distribution that increased focus on client relationships and resulted in significant increases in revenues in successive years
„« The derivation and deployment of a learning & knowledge development framework that improved productivity and global product integration, enhanced client relationships by improving consistency and innovation, and raised profitability. Included products and skills training, for staff and product training for clients
„« Formulation and communication of strategy at the micro level so assisting individuals in improving their coverage models and the profitability of their client relationships, as well as engendering cultural change
„« Lead the creation and delivery of a series of global events that promoted interaction and collaboration between management, staff and clients while facilitating the transition to a more client-focused strategy
„« In conjunction with marketing, devised a coherent, relationship-focused marketing approach that was efficient, cost effective and fully integrated sales and marketing personnel into the corporate marketing process
„« Advised on as well as actively participated in the development and deployment of knowledge tools
„« Formulated, developed and implemented client training strategies

Vice President, Global Treasury
„« Led development and execution of the strategic plan, significantly reducing operating costs while improving global service capabilities across a number of products, enhancing client focus and revenue generation
„« Developed and implemented strategy for the transition of the Global Treasury business into the Euro
„« Produced strategic planning budgets which facilitated management control of plan execution
„« Developed and managed the execution of strategic plans for a number of individual global product lines
„« Developed an assessment programme, providing a framework for evaluating strategy and client services
Risk Manager, London Treasury
The development of a risk reporting analysis and methodology that was used to reduce exposure to significant trading losses and helped to establish the long-term profitability of a major derivative product line.

„« In conjunction with external consultants, led the planning, development, organisation and execution of the international strategy leading to improved product capabilities and overall profitability of the business across a range of treasury and capital market products
„« The development of financial, operational and risk control procedures that improved reporting accuracy for fixed income and derivative products, and an analysis that improved both profits and profit planning
„« The development and subsequent managed execution of annual or ad hoc business plans and budgets that facilitated and supported strategic management control over the business

Responsible for the management and execution of audits in the major financial centres of Europe and Asia. Product covered included Interest Rate, Commodity and Equity Derivatives, LDC Debt, Bonds FX and Treasury Products. Accomplishments included:
„« The development and introduction of a risk based audit approach that provided management with a basis for establishing financial and operational controls over new derivative products
„« The documentation and analyses of business, legal, operational and financial risks as part of newly developed audit approach which ultimately facilitated the orderly and managed growth of complex product lines

„« Managed and participated in audits of the loans and capital markets activities in the European branch network using advanced risk based techniques and an integrated approach to computer and financial audits
„« Through the audit review process, played an integral role in the exercise of management control over activities within the network, particularly in respect of the introduction of new products.

JWN is the premier manufacturer and exporter of sugar and rum in the Caribbean. Responsible for improving the integrity of management control and advising executive management. Accomplishments included:
„« Development and implementation of an activity based audit approach that improved the overall management of stock and inventory
„« Initiation and performance of special business reviews that highlighted particular areas of weaknesses and advised management on how to improve processes and controls

„« Managed the audits of local firms and multinational subsidiaries operating in Jamaica
„« Specially selected for participation with the central bank on a joint project that facilitated the improved management of foreign exchange flows in the tourist industry