About Me
Throughout my 20+ year journey in the financial services industry, I've worn many hats - Director of Strategy, Chief Operating Officer, Director of M&A and a non-executive role in the NHS. I have built a successful track record partnering with CEOs on strategy, M&A, special projects and stakeholder engagement. Now I bring that wealth of experience to my clients as an independent consultant.
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I'm based in Exeter and mainly work remotely, but I still travel a fair bit for work. I live here with my two kids, my husband and my dog.
Work history
Prior roles and key experience
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40 acquisitions completed since 2015
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M&A Director, Succession Wealth 2015-22
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Chair, Finance Committee, NHS CCG Devon, 2015-19
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APAC COO investment banking, UBS 2013-14
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Director of Strategy, UBS Australia 2006-13
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Corporate Finance HSBC, Williams de Broe 2001-6
Current positions held
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COO, QantX Ltd (part time)
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Honorary Professor, Faculty of Health & Life Sciences, University of Exeter
Education
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Economics, University of Cambridge