Our business is built around industry expertise that allows us to deliver an unrivalled depth of knowledge and insight into asset reviews, risk identification, process assessments and due diligence on loan portfolios and businesses in the financial services sector.
Helen has been involved in the financial services industry for over 25 years and has held senior manager and executive team positions with building societies, banks and business process outsource companies. A lending specialist, she has experience of new originations, customer services, collections, risk and compliance. Helen has responsibility for operations across the UK and Europe.
Erik has over 25 years’ experience gained internationally as a CFO and including a number of board positions. He is a qualified accountant and marketeer and brings a wealth of experience gained worldwide across different industries, including banking, insurance, corporate finance and fintech arenas. Erik has group responsibilities for finance and technology.
Andy is a professionally qualified banker with over 25 years’ experience in the UK and offshore finance industries. He has held a number of senior multi-disciplinary roles and has extensive risk assessment, project management and business development experience and is responsible for Client Services in the UK.
Steve brings a wealth of practical experience and technical knowledge from his 30 years working in financial services for companies in the banking and lending markets. He has over 10 years of experience with Rockstead and as a result has an excellent working knowledge of client requirements and project management.
Chris has over 30 years’ experience in financial services, having previously led management teams in Treasury Services and Structured Finance for both lenders and servicers. With a significant background in risk, compliance and regulatory frameworks, she has also managed a number of loan portfolio purchase and sale transactions for various organisations.
Penny has over 25 years’ financial services experience working at senior manager level within Lending and Quality Assurance arenas for High Street Banks. She also has experience of the IFA sector specialising in pensions and investments for a national network. She is responsible for the execution and delivery of high-quality outputs through our project management team.
Paul brings 30 years’ experience in a range of disciplines, focused mainly on business development within the corporate sector across the UK. These include managing national accounts, leading and developing sales and account management teams and the strategic building and maintenance of professional business partnerships.
Martin’s experience mirrors that of his colleagues and his 30-year career to date includes financial services and telecommunications markets. He has been involved in business start-ups and is a keen promoter of business culture to differentiate our proposition. As a seasoned MBA, his addition to the Rockstead team brings an expertise holding responsibility for expanding marketing strategies and sales opportunities.