Jonathan Lee

Associate Consultant @Pen

Andover, GB

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Jan 2022 — Present

Associate Consultant @Pen

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Managed M&A deal completion activities and defined target operating model design requirements for a challenger bank acquiring a £1.3Bn mortgage business (completed June 2023).Led the design and development of a PMO-style framework for a core business area within a global, independent specialist (re)insurance broking firm (completed February 2023).Led the analysis and design on a new-to-market self-build mortgage proposition for a unique building society (completed July 2022).

EDUCATION

N/A

CIM | The Chartered Institute of Marketing

Diploma in Marketing (DipM)

N/A

University of York

BSc (Hons)

SKILLS

Financial RiskRetailRelationship ManagementStrategyPerformance ManagementFinancial ServicesBusiness PlanningCall CentersBusiness DevelopmentProject DeliveryProduct ManagementBusiness AnalysisBusiness Relationship ManagementGovernanceLeadershipCustomer ExperienceLoansMarketing StrategyMarketingBusiness TransformationBankingRisk ManagementTeam ManagementRetail BankingChange ManagementStakeholder ManagementManagementSalesSegmentationProject PlanningBusiness Strategy

ABOUT JONATHAN LEE

Hello, I am Jonathan Lee, a results-driven senior leader with extensive experience…

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