The trainer had a highly successful, long and varied “fast track” career in Lloyds Bank which led him to a very senior management position in the bank’s private banking and wealth management division at an early age. He was then “head hunted” to join a merchant bank at main board director level. He now has over 40 years’ experience in the UK banking and financial services sector. A key feature of his duties during both these careers was to deliver first class reports and to train others to do so. The range of reports included compliance, risk, credit, project finance appraisals and board submissions.
The trainer has been a freelance report writing training consultant since retiring and is currently an external Master Trainer at both HSBC and Bank of China where in addition to report writing, he has delivered major projects on a wide range of topics. He is an accomplished global trainer and has delivered extensive programmes in the UK, USA, South America, Europe, Africa, Asia and the Middle East.
He is a highly adaptive, hands-on and highly sought-after private banking and wealth management facilitator who always receives excellent feedback from delegates. He is comfortable training at any level of seniority and experience, from “black belts” to novices. In addition to his technical report writing specialism, his expertise includes but is not limited to Risk Management, Trade Finance, Regulatory Compliance, FCC & AML and all aspects of Corporate, Private & Retail Banking. He is also a highly experienced soft skills trainer and has completed numerous “train the trainer” assignments.