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Work Background
Blue Owl CapitalPrincipal, Chief of Staff
Jul. 2023New York, New York, United StatesChief of Staff to BDC / Private Funds CFO with a broad range of responsibilities. Global Chair of Blue Owl for Women's Empowerment ERG.
HSBCSenior Vice President, US / Americas Transformation Office
Apr. 2020 - Apr. 2023New York, United States• Responsible for assuring delivery for multiple strategic change programs and their associated financial and non-financial benefits, including sale of the US Retail branch network.
• Deputized for Chief of Staff.
• Accountable for delivery of a strategic program that seeks to find efficiencies across the businesses and functions that operate within the US.
• Transformation Communications specialist responsible for writing Board papers, Executive Committee updates and developing the narrative around strategic change within the US.
• Designated HSBC Leader-Teacher with experience of developing and facilitating training in US, UK and HK across leadership, communications, and soft skills development.
Key achievements: Developed Cross-Business and Functions program, including securing funding and delivering saves across the US Bank; developed materials to aid team members to deliver Transformation governance requirements more efficiently; Board papers commended for their clarity by HSBC US Board and Office of the Comptroller of the Currency (OCC). 2021 US Culture Hero award. 2022 CEO recognition. US co-Chair of HSBC's ERG for caregivers.
HSBCUS Legal COO & Chief of Staff, and Global Legal People & Engagement Lead
Jul. 2017 - Jul. 2019New York, New York• As Legal COO led operations for the US Legal department – c.170 people, >$130m annual budget – including finance, operational risk, law firm management, knowledge and records management, people and communications strategy. Managed team of 15 onshore and 6 offshore.
• Chief of Staff to US General Counsel on matters ranging from operational strategy and Board papers to reputational matters and speechwriting (both internal and external).
• Responsible for all aspects of major change initiatives in the US Legal department, including initiation, analytics, delivery, and assurance. Key achievements: Led cost restructure of the US Legal function with meaningful reduction in spend; restructured legal operations in the US for efficiency, efficacy and cost reduction; remediated operational risk within the department; implemented new gifts / entertainment policy to reduce anti-bribery and corruption risk.
HSBCGlobal Legal People & Engagement Lead / Senior Transformation Manager
Jun. 2014 - Apr. 2020New York, New York• Accountable to the Group’s Chief Legal Officer for developing and delivering the strategy for internal communications, people (including organizational design), training, governance, and events.
• Drove operational strategy definition and development with COO. Co-leadership of all change initiatives with a focus on change related to the areas above, and the people aspects of technology and process change. Directed all communications activities related to change.
• Advisor and troubleshooter for Chief Legal Officer, Chief of Staff and COO on matters ranging from operational strategy to reputational matters. Skilled in assessing issues, unearthing the root causes, and recommending resolution routes.
• Executive Committee secretariat. Functioned as advisor and facilitator to the committee and guided how they use their time as a group, including offsite events and strategic direction. Provided counsel and coaching to members, as requested.
• Managed a team of seven and an operating budget of $3.1m, including three direct reports (people, governance, events and knowledge management) and four indirect (training and talent development embedded in HR, internal communications embedded in Communications). • Broad and varied responsibilities for other ad hoc activities, including collaborating with external parties on proactive reputational activities, speechwriting, annual internal client survey, and authoring Board papers.
Key achievements: Developed strategic change program; overhauled the training and development offering for 1,000 in-house lawyers, increasing budget by four times to a comparable level to other in-house legal teams; developed new global events strategy to enhance global message alignment and reduce cost; refocused the Executive Committee’s activities for efficiency and effectiveness; designed and delivered recruitment and promotions processes to enhance fairness and transparency; increased employee experience and culture scores.
HSBCHead of Communications, Global Legal
Feb. 2013 - May. 2014London, United Kingdom• Established, developed and delivered a communications strategy for the Global Legal function, including channels, audience segmentation and messaging.
• Responsible for ensuring all staff in HSBC globally understood HSBC’s obligations under the legal agreements that HSBC made with the US and UK authorities in 2012.
• Managed ad hoc external communications related to the Chief Legal Officer, covering media, regulators and external law firms.
HSBCSenior Employee Communications Manager
Oct. 2010 - Feb. 2013Hong Kong• Managed delivery of high-profile projects, including employee, media, regulator, union communications and advisory role for the Regional COO on global structural change program. Successfully deployed in 10 markets with minimal local media/regulator/union issues.
• Dedicated communications and change management trainer for Asia-Pacific, with subsequent coaching for regional communications network.
• Managed delivery of high-profile projects, including employee, media, regulator, union communications and advisory role for the Regional COO on global structural change program. Successfully deployed in 10 markets with minimal local media/regulator/union issues.
• Dedicated communications and change management trainer for Asia-Pacific, with subsequent coaching for regional communications network.
• Deputised for the Head of Employee Communications, Asia-Pacific (Covered the vacant position July 2012-January 2013).
Royal Bank of CanadaEmployee Communications, Europe & Asia, RBC Capital Markets
Dec. 2009 - Aug. 2010All internal communications and employee engagement activity for Royal Bank of Canada's Capital Markets division in Europe & Asia.
Personal Travel Concierge LtdIndependent Business Owner
Oct. 2008 - Oct. 2010London, United KingdomSelf-started business offering holiday search, discount and booking services for those without the time to do it themselves. Specialising in group skiing holidays, the company was wound up when I left the UK for Hong Kong.
Ernst & YoungAssociate Director, Internal Communications
Sep. 2006 - Nov. 2009Managed communications for special projects across the Europe, Middle East, India and Africa Area - 87 countries and 60,000 people. Supporting project teams and partners to formulate campaigns and individual communications to bring about change in the organisation. Leading the HR communications approach across EMEIA, including strategic change projects.
Secondment to Head of Communications for UK Financial Services from February 2008-July 2008. Initially managed internal communications for the core non client-facing parts of EY in the UK.
Lloyds TSBCommunications Manager
Dec. 2002 - Sep. 2006Managing internal communications for Business Banking (Service Management) and subsequently, the Lloyds TSB Group, specifically communications from the chief executive and communication around group strategy and employee benefits.
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