Kaustubh Pathak

Commercial Performance Manager - Mass Affluent - Insurance, Pensions & Investments @Lloyds Banking Group

Leeds, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2025 — Present

Commercial Performance Manager - Mass Affluent - Insurance, Pensions & Investments @Lloyds Banking Group

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EDUCATION

N/A

University of Leeds

Bachelor of Science, Economics (Industrial)

N/A

International Baccalaureate

IB Diploma at Copenhagen International School

N/A

ICAS - The Professional Body of CAs

Chartered Accountant

SKILLS

AccountingMicrosoft OfficeFinanceTeamworkFinancial AccountingEnglishMicrosoft WordPowerpointMicrosoft ExcelData AnalysisCorporate TaxAuditingEconomicsTime ManagementPresentations

ABOUT KAUSTUBH PATHAK

Commercial Performance Manager in the Mass Affluent Insurance, Pensions & Investments (IP & I) team at Lloyds Banking Group (LBG).Qualified chartered accountant with the Institute of Chartered Accountants of Scotland (ICAS).Previous experience includes working as a Financial Planning and Reporting Manager in Retail Banking at LBG, and DE & I Manager and Senior Corporate Tax Advisor at EY.Extensive experience of UK retail banking and financial markets, business partnering, leading budgeting & forecasting activities, working with diverse cross border teams, briefing board level executives, and delivering excellent service to both internal and external stakeholders.

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Kaustubh Pathak — Commercial Performance Manager - Mass Affluent - Insurance, Pensions & Investments at Lloyds Banking Group in Leeds, GB | Unifers